Marquette Asset Management’s Wells Fargo WFC Stock Holding History

Marquette Asset Management’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	$22.9K	Buy	277 +175	+172%	+$14.1K	﹤0.01%	218
2026 Q1	$8.12K	Sell	102 -172	-63%	-$14.8K	﹤0.01%	283
2025 Q4	$25.5K	Sell	274 -58	-17%	-$5.04K	﹤0.01%	142
2025 Q3	$27.8K	Buy	332 +274	+472%	+$22.2K	﹤0.01%	125
2025 Q2	$4.65K	Hold	58	–	–	﹤0.01%	123
2025 Q1	$4.16K	Hold	58	–	–	﹤0.01%	127
2024 Q4	$4.07K	Hold	58	–	–	﹤0.01%	180
2024 Q3	$3.28K	Buy	+58	New	+$3.28K	﹤0.01%	221
2024 Q2	–	Sell	-2,505	Closed	-$145K	–	205
2024 Q1	$145K	Hold	2,505	–	–	0.03%	88
2023 Q4	$123K	Sell	2,505 -656	-21%	-$28.3K	0.02%	96
2023 Q3	$129K	Hold	3,161	–	–	0.03%	90
2023 Q2	$135K	Buy	3,161 +656	+26%	+$26.4K	0.03%	97
2023 Q1	$93.6K	Buy	+2,505	New	+$109K	0.02%	114
2020 Q1	–	Sell	-934	Closed	-$50K	–	278
2019 Q4	$50K	Sell	934 -300	-24%	-$15.7K	0.02%	138
2019 Q3	$62K	Buy	1,234 +300	+32%	+$14.1K	0.02%	138
2019 Q2	$44K	Hold	934	–	–	0.01%	158
2019 Q1	$45K	Buy	+934	New	+$45.9K	0.02%	159
2016 Q1	–	Sell	-4,894	Closed	-$266K	–	89
2015 Q4	$266K	Buy	4,894 +934	+24%	+$50.7K	0.11%	73
2015 Q3	$203K	Hold	3,960	–	–	0.09%	80
2015 Q2	$223K	Hold	3,960	–	–	0.09%	82
2015 Q1	$215K	Hold	3,960	–	–	0.09%	83
2014 Q4	$217K	Hold	3,960	–	–	0.09%	83
2014 Q3	$205K	Hold	3,960	–	–	0.09%	83
2014 Q2	$208K	Buy	+3,960	New	+$199K	0.08%	82
2013 Q3	–	Sell	-5,337	Closed	-$220K	–	89
2013 Q2	$220K	Buy	+5,337	New	+$208K	0.11%	77

Other funds holding WFC

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Marquette Asset Management's WFC Position: Q2 2026 in Review

Marquette Asset Management increased its Wells Fargo (WFC) stake by 172% in Q2 2026, buying an estimated $14.1K and bringing the position to 277 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Marquette Asset Management first reported a position in WFC in Q2 2013 and has held it in 25 quarters since. The position peaked at $266K in Q4 2015. 924 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Marquette Asset Management held 277 shares of Wells Fargo worth $22.9K as of Q2 2026.
Marquette Asset Management bought 175 Wells Fargo shares in Q2 2026, an estimated $14.1K.
Wells Fargo made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #218 holding.
Marquette Asset Management first reported a position in Wells Fargo in Q2 2013 and has held it in 25 quarters since.
Marquette Asset Management's Wells Fargo position peaked at $266K in Q4 2015.
924 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.