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Oliver Luxxe Assets’s Wells Fargo WFC Stock Holding History

Oliver Luxxe Assets’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 		$8.26M Sell
99,896
-753
-0.7% -$60.5K 1.21% 24
2026
Q1 		$8.01M Buy
100,649
+2,286
+2% +$196K 1.2% 16
2025
Q4 		$9.17M Buy
98,363
+845
+0.9% +$73.4K 1.4% 14
2025
Q3 		$8.17M Buy
97,518
+13,338
+16% +$1.08M 1.29% 16
2025
Q2 		$6.74M Buy
84,180
+3,762
+5% +$271K 1.2% 21
2025
Q1 		$5.77M Buy
80,418
+68,844
+595% +$5.17M 1.07% 28
2024
Q4 		$732K Buy
11,574
+5,672
+96% +$387K 0.06% 179
2024
Q3 		$333K Sell
5,902
-39
-0.7% -$2.21K 0.06% 167
2024
Q2 		$353K Buy
5,941
+39
+0.7% +$2.3K 0.07% 158
2024
Q1 		$342K Hold
5,902
– – 0.07% 154
2023
Q4 		$290K Sell
5,902
-10
-0.2% -$432 0.07% 156
2023
Q3 		$242K Sell
5,912
-90
-1% -$3.89K 0.06% 154
2023
Q2 		$256K Sell
6,002
-590
-9% -$23.7K 0.06% 155
2023
Q1 		$246K Sell
6,592
-91,588
-93% -$3.99M 0.06% 161
2022
Q4 		$4.05M Buy
98,180
+2,603
+3% +$115K 1.13% 30
2022
Q3 		$3.84M Buy
95,577
+2,636
+3% +$113K 1.2% 27
2022
Q2 		$3.64M Buy
92,941
+2,764
+3% +$121K 1.08% 34
2022
Q1 		$4.37M Buy
90,177
+447
+0.5% +$23.9K 1.11% 28
2021
Q4 		$4.3M Buy
89,730
+161
+0.2% +$7.93K 1.09% 28
2021
Q3 		$4.16M Buy
89,569
+6,010
+7% +$278K 1.15% 22
2021
Q2 		$3.78M Buy
+83,559
New +$3.73M 1.04% 29
2018
Q1 		– Sell
-45,088
Closed -$2.73M – 102
2017
Q4 		$2.73M Sell
45,088
-86
-0.2% -$4.86K 1.66% 28
2017
Q3 		$2.49M Buy
+45,174
New +$2.4M 1.57% 26

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Oliver Luxxe Assets's WFC Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its Wells Fargo (WFC) stake by 0.75% in Q2 2026, selling an estimated $60.5K and leaving 99,896 shares worth $8.26M. The position accounts for 1.21% of the portfolio, ranked #24.

Oliver Luxxe Assets first reported a position in WFC in Q3 2017 and has held it in 23 quarters since. The position peaked at $9.17M in Q4 2025. 567 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Oliver Luxxe Assets held 99,896 shares of Wells Fargo worth $8.26M as of Q2 2026.
  • Oliver Luxxe Assets sold 753 Wells Fargo shares in Q2 2026, an estimated $60.5K.
  • Wells Fargo made up 1.21% of Oliver Luxxe Assets's portfolio in Q2 2026, its #24 holding.
  • Oliver Luxxe Assets first reported a position in Wells Fargo in Q3 2017 and has held it in 23 quarters since.
  • Oliver Luxxe Assets's Wells Fargo position peaked at $9.17M in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.