Perennial Advisors’s Wells Fargo WFC Stock Holding History

Perennial Advisors’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	$784K	Buy	9,484 +4	+0%	+$321	0.12%	87
2026 Q1	$755K	Sell	9,480 -646	-6%	-$55.5K	0.13%	78
2025 Q4	$944K	Buy	10,126 +4	+0%	+$347	0.16%	69
2025 Q3	$848K	Buy	10,122 +3	+0%	+$243	0.15%	70
2025 Q2	$811K	Buy	10,119 +4	+0%	+$288	0.15%	70
2025 Q1	$726K	Sell	10,115 -147	-1%	-$11K	0.14%	70
2024 Q4	$721K	Buy	+10,262	New	+$701K	0.16%	63
2024 Q2	$888K	Sell	14,948 -1,433	-9%	-$84.6K	0.2%	67
2024 Q1	$949K	Hold	16,381	–	–	0.22%	68
2023 Q4	$806K	Sell	16,381 -9	-0.1%	-$388	0.2%	71
2023 Q3	$670K	Sell	16,390 -3,030	-16%	-$131K	0.18%	73
2023 Q2	$829K	Buy	+19,420	New	+$782K	0.21%	67
2021 Q3	–	Sell	-650	Closed	-$29K	–	276
2021 Q2	$29K	Hold	650	–	–	0.01%	184
2021 Q1	$25K	Buy	+650	New	+$23K	0.01%	194
2018 Q1	–	Sell	-23,524	Closed	-$1.43M	–	217
2017 Q4	$1.43M	Buy	23,524 +741	+3%	+$41.9K	0.89%	44
2017 Q3	$1.26M	Sell	22,783 -2,119	-9%	-$113K	0.85%	47
2017 Q2	$1.38M	Buy	24,902 +1,159	+5%	+$62.1K	1%	41
2017 Q1	$1.32M	Sell	23,743 -1,184	-5%	-$67.2K	1.02%	42
2016 Q4	$1.37M	Buy	+24,927	New	+$1.25M	1.14%	39

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Perennial Advisors's WFC Position: Q2 2026 in Review

Perennial Advisors increased its Wells Fargo (WFC) stake by 0.04% in Q2 2026, buying an estimated $321 and bringing the position to 9,484 shares worth $784K. The position accounts for 0.12% of the portfolio, ranked #87.

Perennial Advisors first reported a position in WFC in Q4 2016 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2017. 1,097 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Perennial Advisors held 9,484 shares of Wells Fargo worth $784K as of Q2 2026.
Perennial Advisors bought 4 Wells Fargo shares in Q2 2026, an estimated $321.
Wells Fargo made up 0.12% of Perennial Advisors's portfolio in Q2 2026, its #87 holding.
Perennial Advisors first reported a position in Wells Fargo in Q4 2016 and has held it in 19 quarters since.
Perennial Advisors's Wells Fargo position peaked at $1.43M in Q4 2017.
1,097 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.