Northside Capital Management’s Wells Fargo WFC Stock Holding History

Northside Capital Management’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	$2.67M	Hold	32,273	–	–	0.22%	74
2026 Q1	$2.57M	Hold	32,273	–	–	0.23%	76
2025 Q4	$3.01M	Hold	32,273	–	–	0.26%	68
2025 Q3	$2.71M	Sell	32,273 -76	-0.2%	-$6.16K	0.25%	69
2025 Q2	$2.59M	Buy	32,349 +4,819	+18%	+$347K	0.2%	66
2025 Q1	$1.98M	Buy	27,530 +403	+1%	+$30.3K	0.32%	34
2024 Q4	$1.91M	Hold	27,127	–	–	0.51%	33
2024 Q3	$1.53M	Hold	27,127	–	–	0.24%	36
2024 Q2	$1.61M	Hold	27,127	–	–	0.28%	36
2024 Q1	$1.57M	Hold	27,127	–	–	0.28%	36
2023 Q4	$1.34M	Hold	27,127	–	–	0.42%	35
2023 Q3	$1.11M	Hold	27,127	–	–	0.26%	36
2023 Q2	$1.16M	Hold	27,127	–	–	0.4%	32
2023 Q1	$1.01M	Hold	27,127	–	–	0.27%	39
2022 Q4	$1.12M	Hold	27,127	–	–	0.34%	35
2022 Q3	$1.09M	Hold	27,127	–	–	0.35%	35
2022 Q2	$1.06M	Hold	27,127	–	–	0.34%	34
2022 Q1	$1.31M	Hold	27,127	–	–	0.35%	36
2021 Q4	$1.3M	Hold	27,127	–	–	0.34%	35
2021 Q3	$1.26M	Sell	27,127 -513	-2%	-$23.7K	0.35%	35
2021 Q2	$1.25M	Hold	27,640	–	–	0.31%	35
2021 Q1	$1.08M	Sell	27,640 -925	-3%	-$32.7K	0.3%	37
2020 Q4	$862K	Buy	28,565 +1,050	+4%	+$27.2K	0.26%	41
2020 Q3	$647K	Sell	27,515 -800	-3%	-$19.7K	0.21%	47
2020 Q2	$725K	Hold	28,315	–	–	0.25%	47
2020 Q1	$813K	Sell	28,315 -487	-2%	-$20.7K	0.4%	35
2019 Q4	$1.55M	Sell	28,802 -1,263	-4%	-$66.2K	0.53%	26
2019 Q3	$1.52M	Buy	30,065 +4,679	+18%	+$220K	0.54%	25
2019 Q2	$1.2M	Hold	25,386	–	–	0.47%	23
2019 Q1	$1.23M	Hold	25,386	–	–	0.49%	23
2018 Q4	$1.17M	Sell	25,386 -1,370	-5%	-$70.2K	0.52%	21
2018 Q3	$1.41M	Sell	26,756 -171	-0.6%	-$9.76K	0.5%	21
2018 Q2	$1.49M	Sell	26,927 -37,358	-58%	-$2M	0.53%	19
2018 Q1	$3.37M	Buy	64,285 +108	+0.2%	+$6.42K	1.11%	13
2017 Q4	$3.89M	Buy	64,177 +36,160	+129%	+$2.04M	1.11%	12
2017 Q3	$1.54M	Hold	28,017	–	–	0.65%	17
2017 Q2	$1.55M	Sell	28,017 -50,150	-64%	-$2.69M	0.67%	15
2017 Q1	$4.35M	Buy	78,167 +50,060	+178%	+$2.84M	1.19%	8
2016 Q4	$1.55M	Sell	28,107 -261	-0.9%	-$13.1K	0.55%	14
2016 Q3	$1.26M	Hold	28,368	–	–	0.48%	19
2016 Q2	$1.34M	Hold	28,368	–	–	0.64%	18
2016 Q1	$1.37M	Hold	28,368	–	–	0.86%	15
2015 Q4	$1.54M	Sell	28,368 -281	-1%	-$15.3K	1.18%	11
2015 Q3	$1.47M	Hold	28,649	–	–	1.12%	13
2015 Q2	$1.61M	Hold	28,649	–	–	1.08%	12
2015 Q1	$1.56M	Hold	28,649	–	–	1.06%	10
2014 Q4	$1.57M	Buy	+28,649	New	+$1.52M	1.13%	10

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

Northside Capital Management's WFC Position: Q2 2026 in Review

Northside Capital Management held its Wells Fargo (WFC) position steady in Q2 2026 at 32,273 shares worth $2.67M. The position accounts for 0.22% of the portfolio, ranked #74.

Northside Capital Management first reported a position in WFC in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.35M in Q1 2017. 969 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Northside Capital Management held 32,273 shares of Wells Fargo worth $2.67M as of Q2 2026.
Northside Capital Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.22% of Northside Capital Management's portfolio in Q2 2026, its #74 holding.
Northside Capital Management first reported a position in Wells Fargo in Q4 2014 and has held it in 47 quarters since.
Northside Capital Management's Wells Fargo position peaked at $4.35M in Q1 2017.
969 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.