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Leonard Rickey Investment Advisors’s Wells Fargo WFC Stock Holding History

Leonard Rickey Investment Advisors’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 		$439K Sell
5,316
-447
-8% -$35.9K 0.07% 79
2026
Q1 		$459K Sell
5,763
-1,419
-20% -$122K 0.08% 70
2025
Q4 		$669K Buy
7,182
+46
+0.6% +$3.99K 0.12% 59
2025
Q3 		$598K Buy
7,136
+378
+6% +$30.7K 0.11% 60
2025
Q2 		$541K Buy
6,758
+306
+5% +$22.1K 0.11% 60
2025
Q1 		$407K Buy
6,452
+426
+7% +$32K 0.09% 64
2024
Q4 		$423K Sell
6,026
-116
-2% -$7.92K 0.1% 62
2024
Q3 		$347K Sell
6,142
-228
-4% -$12.9K 0.08% 71
2024
Q2 		$378K Buy
6,370
+1,186
+23% +$70K 0.09% 65
2024
Q1 		$300K Buy
5,184
+791
+18% +$41.4K 0.08% 67
2023
Q4 		$216K Buy
+4,393
New +$190K 0.06% 79
2022
Q2 		– Sell
-4,938
Closed -$239K – 69
2022
Q1 		$239K Buy
4,938
+314
+7% +$16.8K 0.09% 63
2021
Q4 		$222K Buy
+4,624
New +$228K 0.08% 67
2020
Q1 		– Sell
-4,186
Closed -$225K – 87
2019
Q4 		$225K Buy
4,186
+147
+4% +$7.7K 0.14% 76
2019
Q3 		$204K Sell
4,039
-214
-5% -$10.1K 0.14% 75
2019
Q2 		$201K Buy
+4,253
New +$199K 0.14% 74
2018
Q3 		– Sell
-3,674
Closed -$204K – 70
2018
Q2 		$204K Buy
+3,674
New +$197K 0.15% 61
2018
Q1 		– Sell
-3,686
Closed -$224K – 64
2017
Q4 		$224K Buy
+3,686
New +$208K 0.17% 58

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CF
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

Leonard Rickey Investment Advisors's WFC Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its Wells Fargo (WFC) stake by 7.8% in Q2 2026, selling an estimated $35.9K and leaving 5,316 shares worth $439K. The position accounts for 0.07% of the portfolio, ranked #79.

Leonard Rickey Investment Advisors first reported a position in WFC in Q4 2017 and has held it in 18 quarters since. The position peaked at $669K in Q4 2025. 1,268 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Leonard Rickey Investment Advisors held 5,316 shares of Wells Fargo worth $439K as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 447 Wells Fargo shares in Q2 2026, an estimated $35.9K.
  • Wells Fargo made up 0.07% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Leonard Rickey Investment Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 18 quarters since.
  • Leonard Rickey Investment Advisors's Wells Fargo position peaked at $669K in Q4 2025.
  • 1,268 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.