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PFS Partners’s Wells Fargo WFC Stock Holding History

PFS Partners’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 		$40.1K Buy
486
+1
+0.2% +$80 0.02% 230
2026
Q1 		$38.6K Buy
485
+1
+0.2% +$86 0.02% 205
2025
Q4 		$45.1K Buy
484
+1
+0.2% +$87 0.02% 189
2025
Q3 		$40.5K Buy
483
+1
+0.2% +$81 0.02% 190
2025
Q2 		$38.6K Buy
482
+171
+55% +$12.3K 0.02% 177
2025
Q1 		$22.3K Hold
311
– – 0.01% 214
2024
Q4 		$21.8K Hold
311
– – 0.01% 214
2024
Q3 		$17.6K Hold
311
– – 0.01% 232
2024
Q2 		$18.5K Hold
311
– – 0.01% 208
2024
Q1 		$18K Hold
311
– – 0.01% 209
2023
Q4 		$15.3K Hold
311
– – 0.01% 216
2023
Q3 		$12.7K Hold
311
– – 0.01% 218
2023
Q2 		$13.3K Hold
311
– – 0.01% 231
2023
Q1 		$11.6K Hold
311
– – 0.01% 208
2022
Q4 		$12.8K Hold
311
– – 0.01% 189
2022
Q3 		$12.5K Hold
311
– – 0.01% 180
2022
Q2 		$12.2K Hold
311
– – 0.01% 184
2022
Q1 		$15.1K Hold
311
– – 0.01% 180
2021
Q4 		$14.9K Buy
+311
New +$15.3K 0.01% 176

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

PFS Partners's WFC Position: Q2 2026 in Review

PFS Partners increased its Wells Fargo (WFC) stake by 0.21% in Q2 2026, buying an estimated $80 and bringing the position to 486 shares worth $40.1K. The position accounts for 0.02% of the portfolio, ranked #230.

PFS Partners first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $45.1K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • PFS Partners held 486 shares of Wells Fargo worth $40.1K as of Q2 2026.
  • PFS Partners bought 1 Wells Fargo share in Q2 2026, an estimated $80.
  • Wells Fargo made up 0.02% of PFS Partners's portfolio in Q2 2026, its #230 holding.
  • PFS Partners first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • PFS Partners's Wells Fargo position peaked at $45.1K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.