Leelyn Smith’s Wells Fargo WFC Stock Holding History

Leelyn Smith’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Hold	2,890	–	–	0.03%	152
2026 Q1	$230K	Sell	2,890 -160	-5%	-$13.7K	0.03%	147
2025 Q4	$284K	Hold	3,050	–	–	0.04%	133
2025 Q3	$256K	Hold	3,050	–	–	0.04%	128
2025 Q2	$244K	Hold	3,050	–	–	0.04%	120
2025 Q1	$219K	Hold	3,050	–	–	0.04%	122
2024 Q4	$214K	Buy	+3,050	New	+$208K	0.04%	129
2023 Q1	–	Sell	-157	Closed	-$6.48K	–	440
2022 Q4	$6.48K	Buy	157 +150	+2,143%	+$6.64K	﹤0.01%	353
2022 Q3	$0	Sell	7 -150	-96%	-$6.44K	﹤0.01%	514
2022 Q2	$6K	Hold	157	–	–	﹤0.01%	328
2022 Q1	$8K	Hold	157	–	–	﹤0.01%	298
2021 Q4	$8K	Buy	157 +150	+2,143%	+$7.38K	﹤0.01%	309
2021 Q3	$0	Hold	7	–	–	﹤0.01%	381
2021 Q2	$0	Hold	7	–	–	﹤0.01%	397
2021 Q1	$0	Hold	7	–	–	﹤0.01%	394
2020 Q4	$0	Buy	+7	New	+$181	﹤0.01%	376
2020 Q1	–	Sell	-6	Closed	–	–	363
2019 Q4	$0	Buy	+6	New	+$314	﹤0.01%	323

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Leelyn Smith's WFC Position: Q2 2026 in Review

Leelyn Smith held its Wells Fargo (WFC) position steady in Q2 2026 at 2,890 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #152.

Leelyn Smith first reported a position in WFC in Q4 2019 and has held it in 17 quarters since. The position peaked at $284K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Leelyn Smith held 2,890 shares of Wells Fargo worth $239K as of Q2 2026.
Leelyn Smith left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.03% of Leelyn Smith's portfolio in Q2 2026, its #152 holding.
Leelyn Smith first reported a position in Wells Fargo in Q4 2019 and has held it in 17 quarters since.
Leelyn Smith's Wells Fargo position peaked at $284K in Q4 2025.
1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.