Nations Financial Group’s Wells Fargo WFC Stock Holding History

Nations Financial Group’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	$1.35M	Buy	16,380 +2,237	+16%	+$180K	0.06%	304
2026 Q1	$1.13M	Buy	14,143 +50	+0.4%	+$4.29K	0.06%	341
2025 Q4	$1.31M	Buy	14,093 +14	+0.1%	+$1.22K	0.07%	280
2025 Q3	$1.18M	Buy	14,079 +559	+4%	+$45.3K	0.07%	281
2025 Q2	$1.08M	Buy	13,520 +203	+2%	+$14.6K	0.07%	271
2025 Q1	$956K	Buy	13,317 +9,158	+220%	+$688K	0.07%	283
2024 Q4	$292K	Buy	4,159 +44	+1%	+$3K	0.02%	555
2024 Q3	$232K	Buy	4,115 +259	+7%	+$14.6K	0.02%	616
2024 Q2	$229K	Sell	3,856 -2,258	-37%	-$133K	0.02%	586
2024 Q1	$354K	Buy	6,114 +228	+4%	+$11.9K	0.03%	498
2023 Q4	$290K	Sell	5,886 -73	-1%	-$3.15K	0.03%	525
2023 Q3	$244K	Sell	5,959 -34	-0.6%	-$1.47K	0.02%	536
2023 Q2	$256K	Buy	5,993 +59	+1%	+$2.38K	0.03%	542
2023 Q1	$222K	Sell	5,934 -122	-2%	-$5.32K	0.02%	550
2022 Q4	$250K	Buy	6,056 +880	+17%	+$39K	0.03%	514
2022 Q3	$208K	Sell	5,176 -260	-5%	-$11.2K	0.03%	489
2022 Q2	$213K	Buy	5,436 +106	+2%	+$4.65K	0.03%	475
2022 Q1	$258K	Sell	5,330 -191	-3%	-$10.2K	0.03%	449
2021 Q4	$265K	Buy	5,521 +339	+7%	+$16.7K	0.03%	418
2021 Q3	$241K	Buy	5,182 +13	+0.3%	+$602	0.04%	400
2021 Q2	$234K	Buy	+5,169	New	+$231K	0.04%	368
2020 Q1	–	Sell	-6,952	Closed	-$374K	–	295
2019 Q4	$374K	Buy	6,952 +1,146	+20%	+$60K	0.13%	199
2019 Q3	$300K	Buy	+5,806	New	+$274K	0.11%	231
2019 Q2	–	Sell	-4,732	Closed	-$229K	–	182
2019 Q1	$229K	Buy	4,732 +15	+0.3%	+$738	0.16%	152
2018 Q4	$217K	Buy	4,717 +733	+18%	+$37.5K	0.17%	147
2018 Q3	$209K	Buy	3,984 +5	+0.1%	+$285	0.15%	154
2018 Q2	$221K	Sell	3,979 -216	-5%	-$11.6K	0.18%	145
2018 Q1	$220K	Buy	4,195 +329	+9%	+$19.5K	0.2%	136
2017 Q4	$235K	Sell	3,866 -224	-5%	-$12.7K	0.22%	132
2017 Q3	$226K	Sell	4,090 -1,393	-25%	-$74K	0.22%	132
2017 Q2	$304K	Buy	5,483 +968	+21%	+$51.9K	0.25%	120
2017 Q1	$251K	Buy	4,515 +858	+23%	+$48.7K	0.24%	121
2016 Q4	$202K	Sell	3,657 -3,668	-50%	-$184K	0.22%	137
2016 Q3	$324K	Buy	7,325 +184	+3%	+$8.8K	0.32%	100
2016 Q2	$338K	Buy	7,141 +1,031	+17%	+$50.3K	0.35%	89
2016 Q1	$296K	Buy	6,110 +1,596	+35%	+$78.1K	0.34%	92
2015 Q4	$245K	Buy	+4,514	New	+$245K	0.32%	98

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Nations Financial Group's WFC Position: Q2 2026 in Review

Nations Financial Group increased its Wells Fargo (WFC) stake by 16% in Q2 2026, buying an estimated $180K and bringing the position to 16,380 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #304.

Nations Financial Group first reported a position in WFC in Q4 2015 and has held it in 37 quarters since. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Nations Financial Group held 16,380 shares of Wells Fargo worth $1.35M as of Q2 2026.
Nations Financial Group bought 2,237 Wells Fargo shares in Q2 2026, an estimated $180K.
Wells Fargo made up 0.06% of Nations Financial Group's portfolio in Q2 2026, its #304 holding.
Nations Financial Group first reported a position in Wells Fargo in Q4 2015 and has held it in 37 quarters since.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.