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Oak Thistle LLC’s Wells Fargo WFC Stock Holding History

Oak Thistle LLC’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 		$6.99M Buy
87,345
+19,907
+30% +$1.72M 0.64% 13
2026
Q2 		$5.57M Sell
67,438
-4,164
-6% -$335K 0.54% 30
2026
Q1 		$5.7M Buy
71,602
+50,569
+240% +$4.34M 0.55% 23
2025
Q4 		$1.96M Buy
21,033
+17,780
+547% +$1.54M 0.27% 118
2025
Q3 		$273K Sell
3,253
-29,734
-90% -$2.41M 0.04% 428
2025
Q2 		$2.64M Buy
+32,987
New +$2.38M 0.39% 63

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Oak Thistle LLC's WFC Position: Q3 2026 in Review

Oak Thistle LLC increased its Wells Fargo (WFC) stake by 30% in Q3 2026, buying an estimated $1.72M and bringing the position to 87,345 shares worth $6.99M. The position accounts for 0.64% of the portfolio, ranked #13.

Oak Thistle LLC first reported a position in WFC in Q2 2025 and has held it in 6 quarters since. 770 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Oak Thistle LLC held 87,345 shares of Wells Fargo worth $6.99M as of Q3 2026.
  • Oak Thistle LLC bought 19,907 Wells Fargo shares in Q3 2026, an estimated $1.72M.
  • Wells Fargo made up 0.64% of Oak Thistle LLC's portfolio in Q3 2026, its #13 holding.
  • Oak Thistle LLC first reported a position in Wells Fargo in Q2 2025 and has held it in 6 quarters since.
  • 770 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.