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NBC Securities’s Wells Fargo WFC Stock Holding History

NBC Securities’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 		$1.25M Sell
15,097
-269
-2% -$21.6K 0.08% 257
2026
Q1 		$1.22M Sell
15,366
-8,214
-35% -$706K 0.09% 244
2025
Q4 		$2.2M Sell
23,580
-443
-2% -$38.5K 0.16% 142
2025
Q3 		$2.01M Sell
24,023
-399
-2% -$32.4K 0.15% 149
2025
Q2 		$1.96M Buy
24,422
+631
+3% +$45.5K 0.16% 151
2025
Q1 		$1.71M Buy
23,791
+23,767
+99,029% +$1.78M 0.15% 156
2024
Q4 		$1.7K Sell
24
-24,381
-100% -$1.66M 0.16% 141
2024
Q3 		$1.38M Buy
24,405
+390
+2% +$22.1K 0.12% 184
2024
Q2 		$1.43M Buy
24,015
+423
+2% +$25K 0.13% 160
2024
Q1 		$1.37M Sell
23,592
-452
-2% -$23.6K 0.13% 168
2023
Q4 		$1.18M Sell
24,044
-850
-3% -$36.7K 0.12% 173
2023
Q3 		$1.02M Buy
+24,894
New +$1.07M 0.11% 182

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

NBC Securities's WFC Position: Q2 2026 in Review

NBC Securities reduced its Wells Fargo (WFC) stake by 1.8% in Q2 2026, selling an estimated $21.6K and leaving 15,097 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #257.

NBC Securities first reported a position in WFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.2M in Q4 2025. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • NBC Securities held 15,097 shares of Wells Fargo worth $1.25M as of Q2 2026.
  • NBC Securities sold 269 Wells Fargo shares in Q2 2026, an estimated $21.6K.
  • Wells Fargo made up 0.08% of NBC Securities's portfolio in Q2 2026, its #257 holding.
  • NBC Securities first reported a position in Wells Fargo in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Wells Fargo position peaked at $2.2M in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.