Madrona Financial Services’s Wells Fargo WFC Stock Holding History

Madrona Financial Services’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	$322K	Sell	3,892 -6	-0.2%	-$482	0.06%	95
2026 Q1	$310K	Buy	3,898 +5	+0.1%	+$429	0.07%	87
2025 Q4	$363K	Buy	3,893 +31	+0.8%	+$2.69K	0.08%	82
2025 Q3	$324K	Buy	3,862 +32	+0.8%	+$2.6K	0.07%	82
2025 Q2	$307K	Buy	3,830 +212	+6%	+$15.3K	0.07%	80
2025 Q1	$260K	Sell	3,618 -50	-1%	-$3.75K	0.07%	85
2024 Q4	$258K	Buy	+3,668	New	+$250K	0.07%	90
2024 Q3	–	Sell	-3,476	Closed	-$206K	–	115
2024 Q2	$206K	Buy	3,476 +2	+0.1%	+$118	0.06%	92
2024 Q1	$201K	Buy	+3,474	New	+$182K	0.07%	93

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Madrona Financial Services's WFC Position: Q2 2026 in Review

Madrona Financial Services reduced its Wells Fargo (WFC) stake by 0.15% in Q2 2026, selling an estimated $482 and leaving 3,892 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #95.

Madrona Financial Services first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $363K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Madrona Financial Services held 3,892 shares of Wells Fargo worth $322K as of Q2 2026.
Madrona Financial Services sold 6 Wells Fargo shares in Q2 2026, an estimated $482.
Wells Fargo made up 0.06% of Madrona Financial Services's portfolio in Q2 2026, its #95 holding.
Madrona Financial Services first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Madrona Financial Services's Wells Fargo position peaked at $363K in Q4 2025.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.