Mirador Capital Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $576K | Sell |
6,976
-15
| -0.2% | -$1.21K | 0.07% | 144 |
|
|
2026
Q1 | $557K | Hold |
6,991
| – | – | 0.08% | 138 |
|
|
2025
Q4 | $652K | Buy |
6,991
+1,555
| +29% | +$135K | 0.09% | 127 |
|
|
2025
Q3 | $456K | Buy |
5,436
+65
| +1% | +$5.27K | 0.06% | 155 |
|
|
2025
Q2 | $430K | Buy |
5,371
+79
| +1% | +$5.7K | 0.07% | 151 |
|
|
2025
Q1 | $380K | Buy |
5,292
+181
| +4% | +$13.6K | 0.07% | 150 |
|
|
2024
Q4 | $359K | Buy |
5,111
+885
| +21% | +$60.4K | 0.07% | 148 |
|
|
2024
Q3 | $239K | Hold |
4,226
| – | – | 0.04% | 180 |
|
|
2024
Q2 | $251K | Sell |
4,226
-157
| -4% | -$9.27K | 0.05% | 171 |
|
|
2024
Q1 | $254K | Buy |
4,383
+157
| +4% | +$8.21K | 0.05% | 175 |
|
|
2023
Q4 | $208K | Buy |
+4,226
| New | +$182K | 0.04% | 176 |
|
|
2022
Q2 | – | Sell |
-4,295
| Closed | -$208K | – | 204 |
|
|
2022
Q1 | $208K | Sell |
4,295
-67
| -2% | -$3.59K | 0.04% | 194 |
|
|
2021
Q4 | $209K | Buy |
+4,362
| New | +$215K | 0.04% | 204 |
|
|
2020
Q1 | – | Sell |
-5,820
| Closed | -$313K | – | 176 |
|
|
2019
Q4 | $313K | Sell |
5,820
-39,977
| -87% | -$2.09M | 0.13% | 139 |
|
|
2019
Q3 | $2.31M | Buy |
45,797
+1,479
| +3% | +$69.7K | 1.03% | 30 |
|
|
2019
Q2 | $2.1M | Buy |
44,318
+755
| +2% | +$35.3K | 1.03% | 33 |
|
|
2019
Q1 | $2.1M | Sell |
43,563
-8,266
| -16% | -$407K | 1.14% | 30 |
|
|
2018
Q4 | $2.39M | Sell |
51,829
-10,206
| -16% | -$523K | 1.48% | 23 |
|
|
2018
Q3 | $3.26M | Buy |
62,035
+3,057
| +5% | +$175K | 1.6% | 19 |
|
|
2018
Q2 | $3.27M | Sell |
58,978
-703
| -1% | -$37.7K | 1.78% | 17 |
|
|
2018
Q1 | $3.1M | Buy |
59,681
+4,626
| +8% | +$275K | 2.16% | 12 |
|
|
2017
Q4 | $3.34M | Sell |
55,055
-581
| -1% | -$32.8K | 1.83% | 15 |
|
|
2017
Q3 | $3.09M | Buy |
55,636
+4,314
| +8% | +$229K | 1.81% | 15 |
|
|
2017
Q2 | $2.71M | Buy |
51,322
+3,766
| +8% | +$202K | 1.66% | 15 |
|
|
2017
Q1 | $2.65M | Sell |
47,556
-258
| -0.5% | -$14.6K | 1.93% | 13 |
|
|
2016
Q4 | $2.63M | Buy |
47,814
+16,751
| +54% | +$842K | 2.11% | 10 |
|
|
2016
Q3 | $1.38M | Buy |
31,063
+3,226
| +12% | +$154K | 1.21% | 28 |
|
|
2016
Q2 | $1.32M | Buy |
27,837
+1,156
| +4% | +$56.4K | 1.33% | 29 |
|
|
2016
Q1 | $1.29M | Buy |
+26,681
| New | +$1.31M | 1.43% | 26 |
|
Other funds holding WFC
Mirador Capital Partners's WFC Position: Q2 2026 in Review
Mirador Capital Partners reduced its Wells Fargo (WFC) stake by 0.21% in Q2 2026, selling an estimated $1.21K and leaving 6,976 shares worth $576K. The position accounts for 0.07% of the portfolio, ranked #144.
Mirador Capital Partners first reported a position in WFC in Q1 2016 and has held it in 29 quarters since. The position peaked at $3.34M in Q4 2017. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Mirador Capital Partners held 6,976 shares of Wells Fargo worth $576K as of Q2 2026.
- Mirador Capital Partners sold 15 Wells Fargo shares in Q2 2026, an estimated $1.21K.
- Wells Fargo made up 0.07% of Mirador Capital Partners's portfolio in Q2 2026, its #144 holding.
- Mirador Capital Partners first reported a position in Wells Fargo in Q1 2016 and has held it in 29 quarters since.
- Mirador Capital Partners's Wells Fargo position peaked at $3.34M in Q4 2017.
- 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.