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Patriot Financial Group Insurance Agency’s Wells Fargo WFC Stock Holding History

Patriot Financial Group Insurance Agency’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 		$6.19M Sell
74,895
-86,851
-54% -$6.98M 0.64% 40
2026
Q1 		$12.9M Buy
161,746
+88,594
+121% +$7.61M 0.73% 27
2025
Q4 		$6.82M Buy
73,152
+4,614
+7% +$401K 0.81% 23
2025
Q3 		$5.74M Buy
68,538
+1,588
+2% +$129K 0.74% 32
2025
Q2 		$5.36M Buy
66,950
+8,261
+14% +$596K 0.62% 33
2025
Q1 		$4.21M Buy
58,689
+2,817
+5% +$211K 0.56% 38
2024
Q4 		$3.92M Sell
55,872
-234
-0.4% -$16K 0.53% 43
2024
Q3 		$3.17M Buy
56,106
+4,305
+8% +$243K 0.43% 52
2024
Q2 		$3.08M Buy
51,801
+5,522
+12% +$326K 0.45% 48
2024
Q1 		$2.68M Buy
46,279
+5,029
+12% +$263K 0.43% 49
2023
Q4 		$2.03M Buy
41,250
+4,038
+11% +$174K 0.38% 54
2023
Q3 		$1.52M Buy
37,212
+4,489
+14% +$194K 0.31% 72
2023
Q2 		$1.4M Buy
32,723
+1,008
+3% +$40.6K 0.26% 89
2023
Q1 		$1.19M Buy
31,715
+4,424
+16% +$193K 0.24% 100
2022
Q4 		$1.13M Buy
27,291
+2,271
+9% +$101K 0.15% 89
2022
Q3 		$1.01M Buy
25,020
+941
+4% +$40.4K 0.25% 96
2022
Q2 		$943K Buy
24,079
+2,674
+12% +$117K 0.19% 114
2022
Q1 		$1.04M Buy
21,405
+2,556
+14% +$137K 0.18% 126
2021
Q4 		$904K Buy
18,849
+557
+3% +$27.4K 0.15% 140
2021
Q3 		$849K Buy
18,292
+2,255
+14% +$104K 0.15% 146
2021
Q2 		$726K Buy
16,037
+10,336
+181% +$462K 0.13% 172
2021
Q1 		$223K Buy
5,701
+1,494
+36% +$52.9K 0.05% 359
2020
Q4 		$127K Sell
4,207
-1,934
-31% -$50.1K 0.03% 439
2020
Q3 		$144K Buy
6,141
+2,775
+82% +$68.4K 0.05% 327
2020
Q2 		$86K Sell
3,366
-680
-17% -$18.6K 0.03% 382
2020
Q1 		$116K Buy
4,046
+1,365
+51% +$58K 0.05% 300
2019
Q4 		$144K Buy
2,681
+115
+4% +$6.02K 0.05% 271
2019
Q3 		$129K Sell
2,566
-288
-10% -$13.6K 0.06% 271
2019
Q2 		$135K Sell
2,854
-112
-4% -$5.24K 0.06% 259
2019
Q1 		$143K Buy
2,966
+1,561
+111% +$76.8K 0.07% 210
2018
Q4 		$65K Buy
1,405
+590
+72% +$30.2K 0.04% 277
2018
Q3 		$43K Buy
815
+310
+61% +$17.7K 0.03% 327
2018
Q2 		$28K Sell
505
-1,212
-71% -$64.9K 0.03% 244
2018
Q1 		$88K Sell
1,717
-539
-24% -$32K 0.07% 236
2017
Q4 		$139K Buy
2,256
+98
+5% +$5.54K 0.1% 164
2017
Q3 		$119K Buy
2,158
+246
+13% +$13.1K 0.11% 158
2017
Q2 		$106K Buy
1,912
+6
+0.3% +$321 0.11% 152
2017
Q1 		$105K Buy
1,906
+105
+6% +$5.96K 0.11% 147
2016
Q4 		$99K Buy
+1,801
New +$90.6K 0.14% 142

Other funds holding WFC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WFC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Wells Fargo (WFC) stake by 54% in Q2 2026, selling an estimated $6.98M and leaving 74,895 shares worth $6.19M. The position accounts for 0.64% of the portfolio, ranked #40.

Patriot Financial Group Insurance Agency first reported a position in WFC in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.9M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 74,895 shares of Wells Fargo worth $6.19M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 86,851 Wells Fargo shares in Q2 2026, an estimated $6.98M.
  • Wells Fargo made up 0.64% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #40 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Wells Fargo in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Wells Fargo position peaked at $12.9M in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.