PI
WFC icon

PFG Investments’s Wells Fargo WFC Stock Holding History

PFG Investments’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 		$1.58M Sell
19,094
-2,137
-10% -$172K 0.06% 276
2026
Q1 		$1.69M Buy
21,231
+213
+1% +$18.3K 0.08% 227
2025
Q4 		$1.96M Buy
21,018
+1,087
+5% +$94.4K 0.09% 192
2025
Q3 		$1.67M Buy
19,931
+243
+1% +$19.7K 0.09% 218
2025
Q2 		$1.58M Buy
19,688
+1,622
+9% +$117K 0.09% 204
2025
Q1 		$1.3M Buy
18,066
+40
+0.2% +$3K 0.08% 234
2024
Q4 		$1.27M Buy
18,026
+474
+3% +$32.4K 0.08% 235
2024
Q3 		$991K Buy
17,552
+3,654
+26% +$207K 0.06% 305
2024
Q2 		$825K Buy
13,898
+1,214
+10% +$71.7K 0.06% 307
2024
Q1 		$735K Buy
12,684
+5,173
+69% +$271K 0.04% 412
2023
Q4 		$370K Sell
7,511
-2,477
-25% -$107K 0.07% 308
2023
Q3 		$408K Buy
9,988
+66
+0.7% +$2.85K 0.08% 278
2023
Q2 		$423K Buy
9,922
+2,688
+37% +$108K 0.08% 286
2023
Q1 		$270K Buy
+7,234
New +$315K 0.06% 370

Other funds holding WFC

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

PFG Investments's WFC Position: Q2 2026 in Review

PFG Investments reduced its Wells Fargo (WFC) stake by 10% in Q2 2026, selling an estimated $172K and leaving 19,094 shares worth $1.58M. The position accounts for 0.06% of the portfolio, ranked #276.

PFG Investments first reported a position in WFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.96M in Q4 2025. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • PFG Investments held 19,094 shares of Wells Fargo worth $1.58M as of Q2 2026.
  • PFG Investments sold 2,137 Wells Fargo shares in Q2 2026, an estimated $172K.
  • Wells Fargo made up 0.06% of PFG Investments's portfolio in Q2 2026, its #276 holding.
  • PFG Investments first reported a position in Wells Fargo in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Wells Fargo position peaked at $1.96M in Q4 2025.
  • 988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.