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Mirador Capital Partners’s Wells Fargo WFC Stock Holding History

Mirador Capital Partners’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 		$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

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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. 1,006 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.
  • 1,006 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.