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Narwhal Capital Management’s Wells Fargo WFC Stock Holding History

Narwhal 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 		$366K Hold
4,431
– – 0.03% 135
2026
Q1 		$353K Hold
4,431
– – 0.03% 141
2025
Q4 		$413K Hold
4,431
– – 0.03% 131
2025
Q3 		$371K Sell
4,431
-1,015
-19% -$82.3K 0.03% 136
2025
Q2 		$436K Sell
5,446
-46
-0.8% -$3.32K 0.04% 130
2025
Q1 		$394K Sell
5,492
-18
-0.3% -$1.35K 0.04% 137
2024
Q4 		$387K Hold
5,510
– – 0.03% 136
2024
Q3 		$311K Sell
5,510
-200
-4% -$11.3K 0.03% 143
2024
Q2 		$339K Sell
5,710
-58
-1% -$3.42K 0.03% 136
2024
Q1 		$334K Sell
5,768
-16,746
-74% -$876K 0.03% 138
2023
Q4 		$1.11M Sell
22,514
-8,652
-28% -$373K 0.12% 96
2023
Q3 		$1.27M Sell
31,166
-139
-0.4% -$6K 0.16% 94
2023
Q2 		$1.34M Buy
31,305
+2,504
+9% +$101K 0.16% 90
2023
Q1 		$1.08M Buy
28,801
+3,548
+14% +$155K 0.13% 103
2022
Q4 		$1.04M Buy
25,253
+7,797
+45% +$345K 0.14% 101
2022
Q3 		$702K Buy
17,456
+623
+4% +$26.8K 0.1% 103
2022
Q2 		$659K Sell
16,833
-11,060
-40% -$485K 0.09% 105
2022
Q1 		$1.35M Buy
27,893
+7,426
+36% +$397K 0.16% 85
2021
Q4 		$982K Buy
20,467
+449
+2% +$22.1K 0.11% 93
2021
Q3 		$929K Buy
20,018
+2,381
+14% +$110K 0.12% 92
2021
Q2 		$799K Sell
17,637
-4,034
-19% -$180K 0.1% 97
2021
Q1 		$847K Buy
21,671
+7,508
+53% +$266K 0.11% 94
2020
Q4 		$427K Sell
14,163
-4,569
-24% -$118K 0.06% 116
2020
Q3 		$440K Sell
18,732
-28,762
-61% -$709K 0.07% 100
2020
Q2 		$1.22M Sell
47,494
-33,478
-41% -$916K 0.21% 79
2020
Q1 		$2.32M Buy
80,972
+3,873
+5% +$165K 0.5% 55
2019
Q4 		$4.15M Sell
77,099
-13,315
-15% -$697K 0.76% 44
2019
Q3 		$4.56M Sell
90,414
-6,177
-6% -$291K 0.92% 36
2019
Q2 		$4.57M Sell
96,591
-4,749
-5% -$222K 0.95% 38
2019
Q1 		$4.9M Sell
101,340
-128
-0.1% -$6.3K 1.07% 33
2018
Q4 		$4.68M Buy
101,468
+1,980
+2% +$101K 1.16% 31
2018
Q3 		$5.23M Buy
99,488
+530
+0.5% +$30.3K 1.15% 24
2018
Q2 		$5.49M Sell
98,958
-3,745
-4% -$201K 1.28% 20
2018
Q1 		$5.38M Buy
102,703
+4,791
+5% +$285K 1.25% 20
2017
Q4 		$5.94M Buy
97,912
+9,017
+10% +$509K 1.37% 18
2017
Q3 		$4.9M Buy
88,895
+3,860
+5% +$205K 1.22% 21
2017
Q2 		$4.71M Buy
85,035
+21,450
+34% +$1.15M 1.22% 20
2017
Q1 		$3.54M Buy
63,585
+7,640
+14% +$433K 0.99% 31
2016
Q4 		$3.08M Buy
55,945
+19,970
+56% +$1M 0.93% 34
2016
Q3 		$1.59M Buy
+35,975
New +$1.72M 0.5% 63
2015
Q1 		– Sell
-31,600
Closed -$1.73M – 133
2014
Q4 		$1.73M Hold
31,600
– – 0.67% 54
2014
Q3 		$1.64M Hold
31,600
– – 0.66% 54
2014
Q2 		$1.66M Hold
31,600
– – 0.64% 59
2014
Q1 		$1.57M Hold
31,600
– – 0.65% 60
2013
Q4 		$1.44M Hold
31,600
– – 0.59% 63
2013
Q3 		$1.31M Hold
31,600
– – 0.63% 62
2013
Q2 		$1.3M Buy
+31,600
New +$1.23M 0.63% 63

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

Narwhal Capital Management held its Wells Fargo (WFC) position steady in Q2 2026 at 4,431 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #135.

Narwhal Capital Management first reported a position in WFC in Q2 2013 and has held it in 47 quarters since. The position peaked at $5.94M in Q4 2017. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Narwhal Capital Management held 4,431 shares of Wells Fargo worth $366K as of Q2 2026.
  • Narwhal Capital Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.03% of Narwhal Capital Management's portfolio in Q2 2026, its #135 holding.
  • Narwhal Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 47 quarters since.
  • Narwhal Capital Management's Wells Fargo position peaked at $5.94M in Q4 2017.
  • 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.