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Pacifica Partners’s Wells Fargo WFC Stock Holding History

Pacifica Partners’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 		$4.2M Buy
49,086
+19,760
+67% +$1.59M 1.27% 27
2026
Q1 		$2.33M Sell
29,326
-485
-2% -$41.7K 0.78% 36
2025
Q4 		$2.84M Sell
29,811
-240
-0.8% -$20.8K 1.26% 26
2025
Q3 		$2.43M Sell
30,051
-142
-0.5% -$11.5K 0.87% 35
2025
Q2 		$2.4M Buy
30,193
+455
+2% +$32.8K 0.97% 32
2025
Q1 		$1.95M Sell
29,738
-5
-0% -$375 0.89% 36
2024
Q4 		$2.09M Sell
29,743
-490
-2% -$33.5K 0.9% 34
2024
Q3 		$1.71M Buy
30,233
+270
+0.9% +$15.3K 0.71% 41
2024
Q2 		$1.82M Sell
29,963
-545
-2% -$32.2K 0.78% 37
2024
Q1 		$1.73M Sell
30,508
-210
-0.7% -$11K 0.77% 41
2023
Q4 		$1.37M Buy
30,718
+19,010
+162% +$820K 0.67% 46
2023
Q3 		$460K Buy
11,708
+1,098
+10% +$47.4K 0.25% 61
2023
Q2 		$461K Sell
10,610
-15
-0.1% -$604 0.26% 60
2023
Q1 		$401K Buy
10,625
+8,915
+521% +$389K 0.24% 63
2022
Q4 		$70.2K Hold
1,710
– – 0.05% 135
2022
Q3 		$71K Sell
1,710
-40
-2% -$1.72K 0.05% 144
2022
Q2 		$71K Buy
1,750
+570
+48% +$25K 0.05% 153
2022
Q1 		$62K Sell
1,180
-60
-5% -$3.21K 0.04% 163
2021
Q4 		$68K Sell
1,240
-200
-14% -$9.85K 0.04% 156
2021
Q3 		$69K Hold
1,440
– – 0.05% 139
2021
Q2 		$64K Hold
1,440
– – 0.05% 134
2021
Q1 		$57K Sell
1,440
-643
-31% -$22.8K 0.05% 132
2020
Q4 		$63K Buy
2,083
+200
+11% +$5.18K 0.06% 115
2020
Q3 		$44K Buy
1,883
+400
+27% +$9.86K 0.05% 125
2020
Q2 		$37K Sell
1,483
-1,300
-47% -$35.6K 0.04% 145
2020
Q1 		$80K Buy
2,783
+270
+11% +$11.5K 0.1% 100
2019
Q4 		$135K Buy
+2,513
New +$132K 0.13% 84

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Pacifica Partners's WFC Position: Q2 2026 in Review

Pacifica Partners increased its Wells Fargo (WFC) stake by 67% in Q2 2026, buying an estimated $1.59M and bringing the position to 49,086 shares worth $4.2M. The position accounts for 1.27% of the portfolio, ranked #27.

Pacifica Partners first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Pacifica Partners held 49,086 shares of Wells Fargo worth $4.2M as of Q2 2026.
  • Pacifica Partners bought 19,760 Wells Fargo shares in Q2 2026, an estimated $1.59M.
  • Wells Fargo made up 1.27% of Pacifica Partners's portfolio in Q2 2026, its #27 holding.
  • Pacifica Partners first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.