Northwest Wealth Management’s Wells Fargo WFC Stock Holding History

Northwest Wealth 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	$1.25M	Buy	15,115 +2,826	+23%	+$227K	0.16%	69
2026 Q1	$978K	Buy	12,289 +186	+2%	+$16K	0.15%	72
2025 Q4	$1.13M	Sell	12,103 -131	-1%	-$11.4K	0.18%	65
2025 Q3	$1.03M	Buy	12,234 +16	+0.1%	+$1.3K	0.17%	70
2025 Q2	$979K	Sell	12,218 -6	-0%	-$433	0.18%	72
2025 Q1	$878K	Sell	12,224 -2,622	-18%	-$197K	0.17%	75
2024 Q4	$1.04M	Buy	14,846 +431	+3%	+$29.4K	0.22%	68
2024 Q3	$814K	Sell	14,415 -156	-1%	-$8.82K	0.19%	79
2024 Q2	$865K	Sell	14,571 -140	-1%	-$8.27K	0.22%	74
2024 Q1	$853K	Buy	14,711 +104	+0.7%	+$5.44K	0.23%	74
2023 Q4	$719K	Sell	14,607 -746	-5%	-$32.2K	0.22%	76
2023 Q3	$627K	Buy	15,353 +839	+6%	+$36.2K	0.23%	78
2023 Q2	$619K	Sell	14,514 -134	-0.9%	-$5.39K	0.22%	78
2023 Q1	$548K	Sell	14,648 -829	-5%	-$36.1K	0.21%	84
2022 Q4	$639K	Sell	15,477 -1,335	-8%	-$59.1K	0.27%	75
2022 Q3	$676K	Sell	16,812 -175	-1%	-$7.52K	0.3%	78
2022 Q2	$665K	Buy	16,987 +2,742	+19%	+$120K	0.29%	80
2022 Q1	$690K	Buy	14,245 +438	+3%	+$23.4K	0.34%	72
2021 Q4	$662K	Buy	13,807 +4,926	+55%	+$243K	0.31%	69
2021 Q3	$412K	Sell	8,881 -469	-5%	-$21.7K	0.2%	84
2021 Q2	$423K	Sell	9,350 -35	-0.4%	-$1.56K	0.22%	81
2021 Q1	$367K	Sell	9,385 -44	-0.5%	-$1.56K	0.23%	84
2020 Q4	$285K	Buy	+9,429	New	+$244K	0.2%	92
2020 Q3	–	Sell	-8,402	Closed	-$215K	–	99
2020 Q2	$215K	Buy	+8,402	New	+$230K	0.19%	92
2020 Q1	–	Sell	-5,815	Closed	-$313K	–	113
2019 Q4	$313K	Sell	5,815 -2,439	-30%	-$128K	0.29%	74
2019 Q3	$416K	Sell	8,254 -105	-1%	-$4.95K	0.34%	76
2019 Q2	$396K	Sell	8,359 -124	-1%	-$5.8K	0.32%	76
2019 Q1	$410K	Sell	8,483 -85	-1%	-$4.18K	0.31%	71
2018 Q4	$395K	Sell	8,568 -1,999	-19%	-$102K	0.33%	68
2018 Q3	$555K	Hold	10,567	–	–	0.42%	59
2018 Q2	$586K	Sell	10,567 -548	-5%	-$29.4K	0.44%	56
2018 Q1	$582K	Sell	11,115 -276	-2%	-$16.4K	0.43%	56
2017 Q4	$691K	Buy	11,391 +3,877	+52%	+$219K	0.56%	48
2017 Q3	$414K	Sell	7,514 -5,414	-42%	-$288K	0.58%	40
2017 Q2	$716K	Buy	12,928 +1	+0%	+$54	0.65%	39
2017 Q1	$720K	Sell	12,927 -389	-3%	-$22.1K	0.67%	37
2016 Q4	$734K	Buy	+13,316	New	+$670K	0.75%	34

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Northwest Wealth Management's WFC Position: Q2 2026 in Review

Northwest Wealth Management increased its Wells Fargo (WFC) stake by 23% in Q2 2026, buying an estimated $227K and bringing the position to 15,115 shares worth $1.25M. The position accounts for 0.16% of the portfolio, ranked #69.

Northwest Wealth Management first reported a position in WFC in Q4 2016 and has held it in 37 quarters since. 1,001 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Northwest Wealth Management held 15,115 shares of Wells Fargo worth $1.25M as of Q2 2026.
Northwest Wealth Management bought 2,826 Wells Fargo shares in Q2 2026, an estimated $227K.
Wells Fargo made up 0.16% of Northwest Wealth Management's portfolio in Q2 2026, its #69 holding.
Northwest Wealth Management first reported a position in Wells Fargo in Q4 2016 and has held it in 37 quarters since.
1,001 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.