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Monument Capital Management’s Wells Fargo WFC Stock Holding History

Monument Capital 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 		$963K Buy
11,653
+2,566
+28% +$206K 0.19% 112
2026
Q1 		$723K Sell
9,087
-91
-1% -$7.82K 0.18% 109
2025
Q4 		$855K Hold
9,178
– – 0.21% 104
2025
Q3 		$769K Sell
9,178
-921
-9% -$74.7K 0.19% 110
2025
Q2 		$809K Buy
10,099
+137
+1% +$9.88K 0.21% 102
2025
Q1 		$715K Hold
9,962
– – 0.22% 97
2024
Q4 		$700K Buy
9,962
+78
+0.8% +$5.33K 0.19% 95
2024
Q3 		$558K Sell
9,884
-18
-0.2% -$1.02K 0.15% 101
2024
Q2 		$588K Buy
9,902
+36
+0.4% +$2.13K 0.17% 98
2024
Q1 		$572K Sell
9,866
-153
-2% -$8.01K 0.16% 109
2023
Q4 		$493K Sell
10,019
-29
-0.3% -$1.25K 0.16% 112
2023
Q3 		$411K Sell
10,048
-1,069
-10% -$46.2K 0.14% 115
2023
Q2 		$474K Buy
11,117
+4,292
+63% +$173K 0.15% 102
2023
Q1 		$255K Sell
6,825
-3,150
-32% -$137K 0.09% 127
2022
Q4 		$412K Sell
9,975
-2,853
-22% -$126K 0.14% 110
2022
Q3 		$516K Buy
12,828
+4,589
+56% +$197K 0.19% 94
2022
Q2 		$323K Sell
8,239
-5,360
-39% -$235K 0.12% 113
2022
Q1 		$659K Sell
13,599
-1,022
-7% -$54.7K 0.21% 92
2021
Q4 		$702K Buy
14,621
+875
+6% +$43.1K 0.22% 95
2021
Q3 		$638K Buy
13,746
+8,522
+163% +$394K 0.22% 95
2021
Q2 		$237K Buy
+5,224
New +$233K 0.08% 129
2018
Q4 		– Sell
-89
Closed -$5K – 307
2018
Q3 		$5K Buy
+89
New +$5.08K ﹤0.01% 198

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Monument Capital Management's WFC Position: Q2 2026 in Review

Monument Capital Management increased its Wells Fargo (WFC) stake by 28% in Q2 2026, buying an estimated $206K and bringing the position to 11,653 shares worth $963K. The position accounts for 0.19% of the portfolio, ranked #112.

Monument Capital Management first reported a position in WFC in Q3 2018 and has held it in 22 quarters since. 1,054 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Monument Capital Management held 11,653 shares of Wells Fargo worth $963K as of Q2 2026.
  • Monument Capital Management bought 2,566 Wells Fargo shares in Q2 2026, an estimated $206K.
  • Wells Fargo made up 0.19% of Monument Capital Management's portfolio in Q2 2026, its #112 holding.
  • Monument Capital Management first reported a position in Wells Fargo in Q3 2018 and has held it in 22 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.