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Meridian Investment Counsel’s Wells Fargo WFC Stock Holding History

Meridian 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 		$2.01M Buy
24,368
+185
+0.8% +$14.9K 0.43% 73
2026
Q1 		$1.93M Hold
24,183
– – 0.46% 75
2025
Q4 		$2.25M Sell
24,183
-120
-0.5% -$10.4K 0.54% 58
2025
Q3 		$2.04M Buy
24,303
+8
+0% +$649 0.5% 58
2025
Q2 		$1.95M Hold
24,295
– – 0.53% 60
2025
Q1 		$1.74M Hold
24,295
– – 0.51% 64
2024
Q4 		$1.71M Sell
24,295
-2,086
-8% -$142K 0.51% 59
2024
Q3 		$1.49M Sell
26,381
-2,511
-9% -$142K 0.45% 68
2024
Q2 		$1.72M Hold
28,892
– – 0.54% 55
2024
Q1 		$1.67M Sell
28,892
-741
-3% -$38.8K 0.56% 58
2023
Q4 		$1.46M Hold
29,633
– – 0.5% 62
2023
Q3 		$1.21M Sell
29,633
-558
-2% -$24.1K 0.45% 65
2023
Q2 		$1.29M Sell
30,191
-50
-0.2% -$2.01K 0.46% 63
2023
Q1 		$1.13M Hold
30,241
– – 0.43% 67
2022
Q4 		$1.25M Hold
30,241
– – 0.5% 61
2022
Q3 		$1.22M Buy
30,241
+18
+0.1% +$773 0.54% 55
2022
Q2 		$1.18M Sell
30,223
-60
-0.2% -$2.63K 0.49% 60
2022
Q1 		$1.47M Sell
30,283
-232
-0.8% -$12.4K 0.51% 58
2021
Q4 		$1.46M Buy
30,515
+3
+0% +$148 0.49% 59
2021
Q3 		$1.42M Buy
30,512
+213
+0.7% +$9.86K 0.51% 56
2021
Q2 		$1.37M Buy
30,299
+1,336
+5% +$59.7K 0.48% 62
2021
Q1 		$1.13M Buy
28,963
+420
+1% +$14.9K 0.44% 66
2020
Q4 		$861K Buy
28,543
+5,550
+24% +$144K 0.36% 75
2020
Q3 		$541K Buy
22,993
+4,200
+22% +$104K 0.26% 91
2020
Q2 		$481K Hold
18,793
– – 0.25% 96
2020
Q1 		$539K Buy
18,793
+1,700
+10% +$72.3K 0.35% 74
2019
Q4 		$920K Hold
17,093
– – 0.45% 67
2019
Q3 		$862K Sell
17,093
-200
-1% -$9.42K 0.47% 67
2019
Q2 		$818K Sell
17,293
-618
-3% -$28.9K 0.45% 68
2019
Q1 		$865K Hold
17,911
– – 0.51% 62
2018
Q4 		$825K Hold
17,911
– – 0.54% 62
2018
Q3 		$941K Hold
17,911
– – 0.51% 62
2018
Q2 		$993K Hold
17,911
– – 0.56% 56
2018
Q1 		$939K Buy
17,911
+65
+0.4% +$3.86K 0.53% 61
2017
Q4 		$1.08M Sell
17,846
-49
-0.3% -$2.77K 0.59% 54
2017
Q3 		$987K Hold
17,895
– – 0.57% 57
2017
Q2 		$992K Buy
17,895
+200
+1% +$10.7K 0.59% 57
2017
Q1 		$985K Sell
17,695
-580
-3% -$32.9K 0.6% 57
2016
Q4 		$1.01M Sell
18,275
-148
-0.8% -$7.44K 0.67% 50
2016
Q3 		$816K Buy
18,423
+600
+3% +$28.7K 0.55% 60
2016
Q2 		$844K Hold
17,823
– – 0.57% 56
2016
Q1 		$862K Sell
17,823
-600
-3% -$29.4K 0.6% 56
2015
Q4 		$1M Buy
18,423
+2,900
+19% +$157K 0.74% 47
2015
Q3 		$797K Buy
15,523
+850
+6% +$46.7K 0.65% 51
2015
Q2 		$825K Hold
14,673
– – 0.59% 59
2015
Q1 		$798K Buy
14,673
+2,299
+19% +$124K 0.55% 61
2014
Q4 		$678K Sell
12,374
-650
-5% -$34.4K 0.49% 66
2014
Q3 		$676K Buy
13,024
+1,500
+13% +$77.2K 0.51% 67
2014
Q2 		$606K Buy
11,524
+178
+2% +$8.95K 0.47% 71
2014
Q1 		$564K Sell
11,346
-2,485
-18% -$116K 0.48% 71
2013
Q4 		$628K Buy
+13,831
New +$597K 0.53% 67

Other funds holding WFC

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Meridian Investment Counsel's WFC Position: Q2 2026 in Review

Meridian Investment Counsel increased its Wells Fargo (WFC) stake by 0.77% in Q2 2026, buying an estimated $14.9K and bringing the position to 24,368 shares worth $2.01M. The position accounts for 0.43% of the portfolio, ranked #73.

Meridian Investment Counsel first reported a position in WFC in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.25M in Q4 2025. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Meridian Investment Counsel held 24,368 shares of Wells Fargo worth $2.01M as of Q2 2026.
  • Meridian Investment Counsel bought 185 Wells Fargo shares in Q2 2026, an estimated $14.9K.
  • Wells Fargo made up 0.43% of Meridian Investment Counsel's portfolio in Q2 2026, its #73 holding.
  • Meridian Investment Counsel first reported a position in Wells Fargo in Q4 2013 and has held it in 51 quarters since.
  • Meridian Investment Counsel's Wells Fargo position peaked at $2.25M in Q4 2025.
  • 988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.