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Palisade Asset Management’s Wells Fargo WFC Stock Holding History

Palisade Asset 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 		$1.39M Sell
16,837
-125
-0.7% -$10K 0.13% 103
2026
Q1 		$1.35M Sell
16,962
-85
-0.5% -$7.3K 0.14% 101
2025
Q4 		$1.59M Buy
17,047
+405
+2% +$35.2K 0.15% 92
2025
Q3 		$1.39M Buy
16,642
+53
+0.3% +$4.3K 0.13% 103
2025
Q2 		$1.33M Hold
16,589
– – 0.13% 105
2025
Q1 		$1.19M Hold
16,589
– – 0.12% 109
2024
Q4 		$1.17M Buy
16,589
+276
+2% +$18.8K 0.12% 111
2024
Q3 		$922K Sell
16,313
-500
-3% -$28.3K 0.09% 123
2024
Q2 		$999K Sell
16,813
-1,300
-7% -$76.7K 0.1% 118
2024
Q1 		$1.05M Buy
18,113
+500
+3% +$26.2K 0.1% 121
2023
Q4 		$867K Sell
17,613
-18
-0.1% -$777 0.1% 125
2023
Q3 		$720K Hold
17,631
– – 0.09% 124
2023
Q2 		$752K Sell
17,631
-514
-3% -$20.7K 0.09% 126
2023
Q1 		$678K Sell
18,145
-1,050
-5% -$45.8K 0.08% 128
2022
Q4 		$793K Sell
19,195
-7,570
-28% -$335K 0.09% 127
2022
Q3 		$1.08M Hold
26,765
– – 0.15% 107
2022
Q2 		$1.05M Sell
26,765
-3,936
-13% -$173K 0.13% 108
2022
Q1 		$1.49M Sell
30,701
-200
-0.6% -$10.7K 0.17% 98
2021
Q4 		$1.48M Sell
30,901
-2,245
-7% -$111K 0.17% 98
2021
Q3 		$1.54M Sell
33,146
-6,914
-17% -$320K 0.19% 94
2021
Q2 		$1.81M Sell
40,060
-2,550
-6% -$114K 0.21% 82
2021
Q1 		$1.67M Sell
42,610
-13,186
-24% -$467K 0.21% 83
2020
Q4 		$1.68M Sell
55,796
-74,392
-57% -$1.93M 0.23% 85
2020
Q3 		$3.06M Sell
130,188
-84,078
-39% -$2.07M 0.46% 63
2020
Q2 		$5.49M Buy
214,266
+11,285
+6% +$309K 0.87% 43
2020
Q1 		$5.83M Buy
202,981
+4,890
+2% +$208K 1.06% 34
2019
Q4 		$10.7M Buy
198,091
+2,120
+1% +$111K 1.56% 18
2019
Q3 		$9.88M Buy
195,971
+7,500
+4% +$353K 1.51% 23
2019
Q2 		$8.92M Buy
188,471
+12,833
+7% +$600K 1.38% 25
2019
Q1 		$8.49M Sell
175,638
-70,040
-29% -$3.44M 1.34% 27
2018
Q4 		$11.3M Sell
245,678
-17,725
-7% -$908K 1.66% 25
2018
Q3 		$13.8M Buy
263,403
+1,806
+0.7% +$103K 1.83% 22
2018
Q2 		$14.5M Buy
261,597
+6,634
+3% +$355K 2.1% 14
2018
Q1 		$13.4M Buy
254,963
+14,301
+6% +$850K 2.02% 17
2017
Q4 		$14.6M Sell
240,662
-1,843
-0.8% -$104K 2.31% 10
2017
Q3 		$13.4M Buy
242,505
+22,440
+10% +$1.19M 2.43% 10
2017
Q2 		$12.2M Buy
220,065
+28,910
+15% +$1.55M 2.39% 11
2017
Q1 		$10.6M Buy
191,155
+1,272
+0.7% +$72.2K 1.95% 14
2016
Q4 		$10.5M Sell
189,883
-9,389
-5% -$472K 2.01% 16
2016
Q3 		$8.82M Buy
199,272
+1,855
+0.9% +$88.8K 1.64% 25
2016
Q2 		$9.34M Buy
197,417
+3,234
+2% +$158K 1.77% 16
2016
Q1 		$9.39M Buy
194,183
+7,980
+4% +$391K 1.82% 16
2015
Q4 		$10.1M Buy
186,203
+2,382
+1% +$129K 2.17% 11
2015
Q3 		$9.44M Buy
183,821
+118,350
+181% +$6.51M 2.11% 11
2015
Q2 		$3.68M Sell
65,471
-380
-0.6% -$21.2K 0.73% 39
2015
Q1 		$3.58M Buy
65,851
+1,425
+2% +$77K 0.7% 38
2014
Q4 		$3.53M Buy
64,426
+420
+0.7% +$22.2K 0.69% 39
2014
Q3 		$3.32M Buy
64,006
+350
+0.5% +$18K 0.68% 39
2014
Q2 		$3.35M Buy
63,656
+1,450
+2% +$72.9K 0.7% 37
2014
Q1 		$3.09M Buy
62,206
+865
+1% +$40.3K 0.68% 39
2013
Q4 		$2.79M Buy
61,341
+1,860
+3% +$80.3K 0.63% 43
2013
Q3 		$2.46M Sell
59,481
-3,115
-5% -$133K 0.63% 43
2013
Q2 		$2.58M Buy
+62,596
New +$2.44M 0.65% 42

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
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Palisade Asset Management's WFC Position: Q2 2026 in Review

Palisade Asset Management reduced its Wells Fargo (WFC) stake by 0.74% in Q2 2026, selling an estimated $10K and leaving 16,837 shares worth $1.39M. The position accounts for 0.13% of the portfolio, ranked #103.

Palisade Asset Management first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.6M in Q4 2017. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Palisade Asset Management held 16,837 shares of Wells Fargo worth $1.39M as of Q2 2026.
  • Palisade Asset Management sold 125 Wells Fargo shares in Q2 2026, an estimated $10K.
  • Wells Fargo made up 0.13% of Palisade Asset Management's portfolio in Q2 2026, its #103 holding.
  • Palisade Asset Management first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Palisade Asset Management's Wells Fargo position peaked at $14.6M in Q4 2017.
  • 806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.