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Patton Albertson Miller Group’s Wells Fargo WFC Stock Holding History

Patton Albertson Miller Group’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 		$476K Sell
5,760
-4
-0.1% -$321 0.05% 160
2026
Q1 		$459K Buy
5,764
+180
+3% +$15.5K 0.05% 161
2025
Q4 		$520K Buy
5,584
+92
+2% +$7.99K 0.06% 154
2025
Q3 		$460K Sell
5,492
-8,420
-61% -$683K 0.06% 159
2025
Q2 		$1.11M Buy
13,912
+119
+0.9% +$8.58K 0.15% 113
2025
Q1 		$990K Hold
13,793
– – 0.15% 116
2024
Q4 		$969K Hold
13,793
– – 0.13% 116
2024
Q3 		$779K Sell
13,793
-65
-0.5% -$3.68K 0.11% 125
2024
Q2 		$823K Buy
13,858
+8,494
+158% +$501K 0.12% 119
2024
Q1 		$311K Buy
5,364
+237
+5% +$12.4K 0.05% 169
2023
Q4 		$252K Sell
5,127
-278
-5% -$12K 0.04% 185
2023
Q3 		$221K Sell
5,405
-222
-4% -$9.59K 0.04% 197
2023
Q2 		$240K Sell
5,627
-226
-4% -$9.1K 0.05% 194
2023
Q1 		$219K Buy
5,853
+300
+5% +$13.1K 0.04% 202
2022
Q4 		$229K Sell
5,553
-1,175
-17% -$52K 0.04% 198
2022
Q3 		$271K Sell
6,728
-506
-7% -$21.7K 0.06% 181
2022
Q2 		$283K Sell
7,234
-476
-6% -$20.9K 0.06% 187
2022
Q1 		$374K Buy
7,710
+202
+3% +$10.8K 0.06% 182
2021
Q4 		$360K Buy
7,508
+594
+9% +$29.2K 0.06% 204
2021
Q3 		$321K Buy
+6,914
New +$320K 0.06% 204
2018
Q4 		– Sell
-210
Closed -$11K – 265
2018
Q3 		$11K Buy
+210
New +$12K 0.01% 240

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

Patton Albertson Miller Group's WFC Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its Wells Fargo (WFC) stake by 0.07% in Q2 2026, selling an estimated $321 and leaving 5,760 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #160.

Patton Albertson Miller Group first reported a position in WFC in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.11M in Q2 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Patton Albertson Miller Group held 5,760 shares of Wells Fargo worth $476K as of Q2 2026.
  • Patton Albertson Miller Group sold 4 Wells Fargo shares in Q2 2026, an estimated $321.
  • Wells Fargo made up 0.05% of Patton Albertson Miller Group's portfolio in Q2 2026, its #160 holding.
  • Patton Albertson Miller Group first reported a position in Wells Fargo in Q3 2018 and has held it in 21 quarters since.
  • Patton Albertson Miller Group's Wells Fargo position peaked at $1.11M in Q2 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.