Nixon Peabody Trust’s Wells Fargo WFC Stock Holding History

Nixon Peabody Trust’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	$404K	Buy	4,894 +692	+16%	+$55.6K	0.03%	139
2026 Q1	$335K	Buy	4,202 +851	+25%	+$73.1K	0.03%	131
2025 Q4	$312K	Buy	3,351 +115	+4%	+$9.98K	0.02%	131
2025 Q3	$271K	Hold	3,236	–	–	0.02%	135
2025 Q2	$259K	Buy	+3,236	New	+$233K	0.02%	140
2019 Q3	–	Sell	-27,292	Closed	-$1.29M	–	82
2019 Q2	$1.29M	Sell	27,292 -937	-3%	-$43.8K	0.73%	44
2019 Q1	$1.36M	Sell	28,229 -2,537	-8%	-$125K	0.89%	44
2018 Q4	$1.42M	Sell	30,766 -6,788	-18%	-$348K	1.12%	39
2018 Q3	$1.97M	Buy	37,554 +2,942	+8%	+$168K	1.35%	35
2018 Q2	$1.92M	Buy	34,612 +79	+0.2%	+$4.23K	1.49%	33
2018 Q1	$1.81M	Sell	34,533 -2,585	-7%	-$154K	1.62%	31
2017 Q4	$2.25M	Sell	37,118 -154	-0.4%	-$8.7K	1.94%	25
2017 Q3	$2.06M	Sell	37,272 -415	-1%	-$22.1K	1.87%	25
2017 Q2	$2.09M	Buy	37,687 +1,350	+4%	+$72.3K	1.93%	23
2017 Q1	$2.02M	Buy	36,337 +304	+0.8%	+$17.2K	1.9%	23
2016 Q4	$1.99M	Buy	36,033 +465	+1%	+$23.4K	1.93%	23
2016 Q3	$1.57M	Sell	35,568 -5,942	-14%	-$284K	1.55%	32
2016 Q2	$1.96M	Buy	41,510 +2,030	+5%	+$99K	1.71%	22
2016 Q1	$1.91M	Buy	39,480 +1,905	+5%	+$93.3K	1.7%	20
2015 Q4	$2.04M	Buy	+37,575	New	+$2.04M	1.86%	18

Other funds holding WFC

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Nixon Peabody Trust's WFC Position: Q2 2026 in Review

Nixon Peabody Trust increased its Wells Fargo (WFC) stake by 16% in Q2 2026, buying an estimated $55.6K and bringing the position to 4,894 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #139.

Nixon Peabody Trust first reported a position in WFC in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.25M in Q4 2017. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Nixon Peabody Trust held 4,894 shares of Wells Fargo worth $404K as of Q2 2026.
Nixon Peabody Trust bought 692 Wells Fargo shares in Q2 2026, an estimated $55.6K.
Wells Fargo made up 0.03% of Nixon Peabody Trust's portfolio in Q2 2026, its #139 holding.
Nixon Peabody Trust first reported a position in Wells Fargo in Q4 2015 and has held it in 20 quarters since.
Nixon Peabody Trust's Wells Fargo position peaked at $2.25M in Q4 2017.
988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Nixon Peabody Trust's 13F filing for Q2 2026, filed 27 Jul 2026.