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Newman Dignan & Sheerar Inc’s Wells Fargo WFC Stock Holding History

Newman Dignan & Sheerar Inc’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 		$344K Hold
4,162
– – 0.07% 154
2026
Q1 		$331K Buy
4,162
+256
+7% +$22K 0.07% 155
2025
Q4 		$364K Hold
3,906
– – 0.08% 142
2025
Q3 		$327K Hold
3,906
– – 0.07% 148
2025
Q2 		$313K Sell
3,906
-124
-3% -$8.94K 0.07% 154
2025
Q1 		$289K Hold
4,030
– – 0.08% 140
2024
Q4 		$283K Hold
4,030
– – 0.07% 148
2024
Q3 		$264K Hold
4,030
– – 0.06% 155
2024
Q2 		$239K Buy
4,030
+200
+5% +$11.8K 0.06% 157
2024
Q1 		$222K Sell
3,830
-500
-12% -$26.2K 0.06% 165
2023
Q4 		$213K Buy
+4,330
New +$187K 0.06% 162
2022
Q2 		– Sell
-5,141
Closed -$250 – 207
2022
Q1 		$250 Buy
5,141
+1
+0% +$54 0.05% 170
2021
Q4 		$247K Hold
5,140
– – 0.07% 176
2021
Q3 		$239K Hold
5,140
– – 0.07% 169
2021
Q2 		$233K Hold
5,140
– – 0.08% 167
2021
Q1 		$201K Buy
+5,140
New +$182K 0.07% 173
2020
Q2 		– Sell
-13,239
Closed -$377K – 152
2020
Q1 		$377K Sell
13,239
-1,076
-8% -$45.7K 0.2% 99
2019
Q4 		$770 Buy
14,315
+326
+2% +$17.1K 0.08% 79
2019
Q3 		$706K Sell
13,989
-900
-6% -$42.4K 0.33% 75
2019
Q2 		$705 Sell
14,889
-2,900
-16% -$136K 0.02% 79
2019
Q1 		$860K Sell
17,789
-960
-5% -$47.2K 0.35% 64
2018
Q4 		$864K Hold
18,749
– – 73.21% 1
2018
Q3 		$997K Buy
18,749
+320
+2% +$18.3K 0.44% 60
2018
Q2 		$1.02K Sell
18,429
-100
-0.5% -$5.36K 0.07% 54
2018
Q1 		$943K Sell
18,529
-2,501
-12% -$149K 0.48% 57
2017
Q4 		$1.28M Sell
21,030
-3,520
-14% -$199K 0.64% 47
2017
Q3 		$1.35M Sell
24,550
-525
-2% -$27.9K 0.72% 41
2017
Q2 		$1.39M Sell
25,075
-576
-2% -$30.9K 0.77% 34
2017
Q1 		$1.43K Sell
25,651
-1,600
-6% -$90.8K 0.63% 38
2016
Q4 		$1.5M Sell
27,251
-1,798
-6% -$90.4K 0.92% 31
2016
Q3 		$1.29M Sell
29,049
-715
-2% -$34.2K 0.81% 34
2016
Q2 		$1.41M Buy
29,764
+300
+1% +$14.6K 0.88% 32
2016
Q1 		$1.43M Buy
29,464
+740
+3% +$36.2K 1.04% 27
2015
Q4 		$1.56M Sell
28,724
-150
-0.5% -$8.14K 1.1% 26
2015
Q3 		$1.48M Sell
28,874
-1,100
-4% -$60.5K 0.95% 24
2015
Q2 		$1.69M Sell
29,974
-400
-1% -$22.3K 1.21% 22
2015
Q1 		$1.65M Buy
30,374
+37
+0.1% +$2K 1.18% 22
2014
Q4 		$1.66K Hold
30,337
– – 0.99% 25
2014
Q3 		$1.57M Sell
30,337
-5
-0% -$257 1.18% 24
2014
Q2 		$1.59K Sell
30,342
-58
-0.2% -$2.92K 0.91% 31
2014
Q1 		$1.51M Sell
30,400
-84
-0.3% -$3.91K 1.08% 26
2013
Q4 		$1.38K Sell
30,484
-551
-2% -$23.8K 0.07% 25
2013
Q3 		$1.28M Buy
31,035
+1,150
+4% +$49.1K 1% 27
2013
Q2 		$1.23K Buy
+29,885
New +$1.16M 0.09% 27

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Newman Dignan & Sheerar Inc's WFC Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc held its Wells Fargo (WFC) position steady in Q2 2026 at 4,162 shares worth $344K. The position accounts for 0.07% of the portfolio, ranked #154.

Newman Dignan & Sheerar Inc first reported a position in WFC in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.69M in Q2 2015. 704 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 4,162 shares of Wells Fargo worth $344K as of Q2 2026.
  • Newman Dignan & Sheerar Inc left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.07% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #154 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Wells Fargo in Q2 2013 and has held it in 44 quarters since.
  • Newman Dignan & Sheerar Inc's Wells Fargo position peaked at $1.69M in Q2 2015.
  • 704 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.