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Parsons Capital Management’s Wells Fargo WFC Stock Holding History

Parsons Capital 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 		$1.59M Buy
19,204
+9,200
+92% +$739K 0.07% 231
2026
Q1 		$796K Buy
10,004
+4,550
+83% +$391K 0.04% 303
2025
Q4 		$508K Hold
5,454
– – 0.03% 324
2025
Q3 		$457K Buy
5,454
+100
+2% +$8.11K 0.03% 324
2025
Q2 		$429K Sell
5,354
-400
-7% -$28.8K 0.03% 328
2025
Q1 		$413K Sell
5,754
-177
-3% -$13.3K 0.02% 332
2024
Q4 		$417K Buy
5,931
+177
+3% +$12.1K 0.02% 334
2024
Q3 		$325K Hold
5,754
– – 0.02% 368
2024
Q2 		$342K Hold
5,754
– – 0.02% 354
2024
Q1 		$334K Buy
5,754
+53
+0.9% +$2.77K 0.02% 367
2023
Q4 		$281K Sell
5,701
-1,000
-15% -$43.2K 0.02% 382
2023
Q3 		$274K Hold
6,701
– – 0.02% 373
2023
Q2 		$286K Sell
6,701
-604
-8% -$24.3K 0.02% 371
2023
Q1 		$273K Sell
7,305
-460
-6% -$20.1K 0.02% 375
2022
Q4 		$321K Buy
7,765
+21
+0.3% +$929 0.03% 345
2022
Q3 		$311K Buy
7,744
+329
+4% +$14.1K 0.03% 344
2022
Q2 		$290K Sell
7,415
-2,605
-26% -$114K 0.03% 355
2022
Q1 		$486K Hold
10,020
– – 0.04% 311
2021
Q4 		$481K Sell
10,020
-800
-7% -$39.4K 0.03% 319
2021
Q3 		$502K Sell
10,820
-42
-0.4% -$1.94K 0.04% 298
2021
Q2 		$492K Sell
10,862
-500
-4% -$22.3K 0.04% 298
2021
Q1 		$444K Sell
11,362
-10
-0.1% -$354 0.04% 291
2020
Q4 		$343K Sell
11,372
-7,908
-41% -$205K 0.03% 304
2020
Q3 		$453K Sell
19,280
-3,708
-16% -$91.4K 0.04% 249
2020
Q2 		$588K Sell
22,988
-1,831
-7% -$50.1K 0.06% 219
2020
Q1 		$712K Buy
24,819
+2,300
+10% +$97.8K 0.09% 188
2019
Q4 		$1.21M Buy
22,519
+6,750
+43% +$354K 0.12% 158
2019
Q3 		$795K Buy
15,769
+61
+0.4% +$2.87K 0.09% 208
2019
Q2 		$743K Sell
15,708
-12,221
-44% -$572K 0.08% 209
2019
Q1 		$1.35M Sell
27,929
-1,157
-4% -$56.9K 0.15% 142
2018
Q4 		$1.34M Sell
29,086
-319
-1% -$16.3K 0.16% 129
2018
Q3 		$1.55M Sell
29,405
-352
-1% -$20.1K 0.16% 130
2018
Q2 		$1.65M Sell
29,757
-362
-1% -$19.4K 0.19% 121
2018
Q1 		$1.58M Sell
30,119
-4,140
-12% -$246K 0.18% 124
2017
Q4 		$2.08M Sell
34,259
-3,704
-10% -$209K 0.23% 106
2017
Q3 		$2.09M Sell
37,963
-2,665
-7% -$142K 0.25% 104
2017
Q2 		$2.25M Sell
40,628
-2,350
-5% -$126K 0.27% 93
2017
Q1 		$2.39M Sell
42,978
-2,425
-5% -$138K 0.3% 89
2016
Q4 		$2.5M Sell
45,403
-2,237
-5% -$112K 0.33% 78
2016
Q3 		$2.11M Sell
47,640
-31,059
-39% -$1.49M 0.28% 91
2016
Q2 		$3.73M Buy
78,699
+1,199
+2% +$58.5K 0.51% 46
2016
Q1 		$3.75M Buy
77,500
+1,447
+2% +$70.8K 0.51% 47
2015
Q4 		$4.13M Buy
76,053
+162
+0.2% +$8.8K 0.58% 46
2015
Q3 		$3.9M Buy
75,891
+4,570
+6% +$251K 0.57% 45
2015
Q2 		$4.01M Buy
71,321
+180
+0.3% +$10K 0.53% 50
2015
Q1 		$3.87M Sell
71,141
-2,007
-3% -$108K 0.54% 47
2014
Q4 		$4.01M Buy
73,148
+1,975
+3% +$105K 0.53% 48
2014
Q3 		$3.69M Buy
71,173
+37
+0.1% +$1.9K 0.51% 48
2014
Q2 		$3.74M Sell
71,136
-147
-0.2% -$7.39K 0.51% 49
2014
Q1 		$3.55M Sell
71,283
-4,585
-6% -$214K 0.5% 51
2013
Q4 		$3.44M Buy
75,868
+400
+0.5% +$17.3K 0.52% 51
2013
Q3 		$3.12M Buy
75,468
+934
+1% +$39.9K 0.51% 52
2013
Q2 		$3.08M Buy
+74,534
New +$2.9M 0.53% 53

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Parsons Capital Management's WFC Position: Q2 2026 in Review

Parsons Capital Management increased its Wells Fargo (WFC) stake by 92% in Q2 2026, buying an estimated $739K and bringing the position to 19,204 shares worth $1.59M. The position accounts for 0.07% of the portfolio, ranked #231.

Parsons Capital Management first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.13M in Q4 2015. 1,013 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Parsons Capital Management held 19,204 shares of Wells Fargo worth $1.59M as of Q2 2026.
  • Parsons Capital Management bought 9,200 Wells Fargo shares in Q2 2026, an estimated $739K.
  • Wells Fargo made up 0.07% of Parsons Capital Management's portfolio in Q2 2026, its #231 holding.
  • Parsons Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Parsons Capital Management's Wells Fargo position peaked at $4.13M in Q4 2015.
  • 1,013 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.