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Leith Wheeler Investment Counsel’s Wells Fargo WFC Stock Holding History

Leith Wheeler Investment Counsel’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 		$33.8M Buy
409,248
+559
+0.1% +$44.9K 2.57% 7
2026
Q1 		$32.5M Buy
408,689
+2,199
+0.5% +$189K 2.69% 3
2025
Q4 		$37.9M Buy
+406,490
New +$35.3M 2.84% 4
2025
Q3 		– Sell
-449,815
Closed -$36M – 75
2025
Q2 		$36M Sell
449,815
-232,143
-34% -$16.7M 2.56% 8
2025
Q1 		$49M Sell
681,958
-39,781
-6% -$2.99M 3.4% 2
2024
Q4 		$50.7M Sell
721,739
-3,334
-0.5% -$228K 3.67% 2
2024
Q3 		$41M Buy
725,073
+418,092
+136% +$23.6M 2.87% 4
2024
Q2 		$18.2M Buy
306,981
+42,797
+16% +$2.53M 1.57% 13
2024
Q1 		$15.3M Sell
264,184
-263,920
-50% -$13.8M 1.49% 11
2023
Q4 		$12.4M Buy
528,104
+356,620
+208% +$15.4M 1.35% 16
2023
Q3 		$7.01M Buy
171,484
+45,850
+36% +$1.98M 0.93% 31
2023
Q2 		$5.36M Sell
125,634
-302,671
-71% -$12.2M 0.7% 38
2023
Q1 		$4.31M Buy
428,305
+357,571
+506% +$15.6M 0.63% 40
2022
Q4 		$2.92M Buy
70,734
+16,950
+32% +$750K 0.44% 46
2022
Q3 		$2.16M Buy
53,784
+18,000
+50% +$773K 0.36% 42
2022
Q2 		$1.8M Buy
35,784
+16,851
+89% +$739K 0.24% 45
2022
Q1 		$917K Buy
+18,933
New +$1.01M 0.14% 45

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leith Wheeler Investment Counsel's WFC Position: Q2 2026 in Review

Leith Wheeler Investment Counsel increased its Wells Fargo (WFC) stake by 0.14% in Q2 2026, buying an estimated $44.9K and bringing the position to 409,248 shares worth $33.8M. The position accounts for 2.57% of the portfolio, ranked #7.

Leith Wheeler Investment Counsel first reported a position in WFC in Q1 2022 and has held it in 17 quarters since. The position peaked at $50.7M in Q4 2024. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Leith Wheeler Investment Counsel held 409,248 shares of Wells Fargo worth $33.8M as of Q2 2026.
  • Leith Wheeler Investment Counsel bought 559 Wells Fargo shares in Q2 2026, an estimated $44.9K.
  • Wells Fargo made up 2.57% of Leith Wheeler Investment Counsel's portfolio in Q2 2026, its #7 holding.
  • Leith Wheeler Investment Counsel first reported a position in Wells Fargo in Q1 2022 and has held it in 17 quarters since.
  • Leith Wheeler Investment Counsel's Wells Fargo position peaked at $50.7M in Q4 2024.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.