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North Point Portfolio Managers’s Wells Fargo WFC Stock Holding History

North Point Portfolio Managers’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
Q3 		$1.12K Buy
+14
New +$1.21K ﹤0.01% 244
2017
Q3 		– Sell
-245,768
Closed -$13.6M – 87
2017
Q2 		$13.6M Sell
245,768
-2,199
-0.9% -$118K 2.38% 25
2017
Q1 		$13.8M Sell
247,967
-401
-0.2% -$22.8K 2.48% 18
2016
Q4 		$13.7M Sell
248,368
-2,012
-0.8% -$101K 2.59% 19
2016
Q3 		$11.1M Sell
250,380
-721
-0.3% -$34.5K 2.11% 28
2016
Q2 		$11.9M Sell
251,101
-6,303
-2% -$307K 2.34% 21
2016
Q1 		$12.4M Sell
257,404
-3,153
-1% -$154K 2.4% 21
2015
Q4 		$14.2M Sell
260,557
-774
-0.3% -$42K 2.73% 14
2015
Q3 		$13.4M Buy
261,331
+583
+0.2% +$32.1K 2.68% 14
2015
Q2 		$14.7M Buy
260,748
+4,939
+2% +$275K 2.67% 13
2015
Q1 		$13.9M Buy
255,809
+1,623
+0.6% +$87.7K 2.58% 15
2014
Q4 		$13.9M Buy
254,186
+529
+0.2% +$28K 2.66% 16
2014
Q3 		$13.2M Buy
253,657
+3,446
+1% +$177K 2.64% 15
2014
Q2 		$13.2M Buy
250,211
+5,701
+2% +$287K 2.65% 16
2014
Q1 		$12.2M Buy
244,510
+2,700
+1% +$126K 2.58% 17
2013
Q4 		$11M Buy
241,810
+62
+0% +$2.68K 2.34% 23
2013
Q3 		$9.99M Sell
241,748
-22
-0% -$939 2.35% 18
2013
Q2 		$9.98M Buy
+241,770
New +$9.42M 2.51% 16

Other funds holding WFC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

North Point Portfolio Managers's WFC Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in Wells Fargo (WFC) in Q3 2026: 14 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #244 among its holdings. This is a return to the name: North Point Portfolio Managers previously reported a position in WFC as recently as Q2 2017.

North Point Portfolio Managers first reported a position in WFC in Q2 2013 and has held it in 18 quarters since. The position peaked at $14.7M in Q2 2015. 319 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • North Point Portfolio Managers held 14 shares of Wells Fargo worth $1.12K as of Q3 2026.
  • Wells Fargo was a new North Point Portfolio Managers position in Q3 2026.
  • Wells Fargo made up ﹤0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #244 holding.
  • North Point Portfolio Managers first reported a position in Wells Fargo in Q2 2013 and has held it in 18 quarters since.
  • North Point Portfolio Managers's Wells Fargo position peaked at $14.7M in Q2 2015.
  • 319 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.