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Poehling Capital Management’s Wells Fargo WFC Stock Holding History

Poehling Capital Management’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 		$11.7M Buy
141,178
+3,363
+2% +$270K 2.5% 8
2026
Q1 		$11M Sell
137,815
-597
-0.4% -$51.3K 2.31% 9
2025
Q4 		$12.9M Sell
138,412
-772
-0.6% -$67K 2.64% 8
2025
Q3 		$11.7M Sell
139,184
-1,638
-1% -$133K 2.45% 11
2025
Q2 		$11.3M Sell
140,822
-1,560
-1% -$112K 2.64% 8
2025
Q1 		$10.2M Sell
142,382
-745
-0.5% -$55.9K 2.59% 6
2024
Q4 		$10.1M Sell
143,127
-1,127
-0.8% -$76.9K 2.47% 8
2024
Q3 		$8.15M Sell
144,254
-1,951
-1% -$110K 2.08% 11
2024
Q2 		$8.68M Sell
146,205
-1,922
-1% -$113K 2.38% 9
2024
Q1 		$8.59M Sell
148,127
-65
-0% -$3.4K 2.3% 9
2023
Q4 		$7.29M Sell
148,192
-454
-0.3% -$19.6K 2.31% 8
2023
Q3 		$6.07M Buy
148,646
+370
+0.2% +$16K 2.13% 12
2023
Q2 		$6.33M Sell
148,276
-3,367
-2% -$136K 2.14% 13
2023
Q1 		$5.67M Sell
151,643
-208
-0.1% -$9.07K 1.91% 17
2022
Q4 		$6.27M Buy
151,851
+851
+0.6% +$37.7K 2.35% 9
2022
Q3 		$6.07M Sell
151,000
-284
-0.2% -$12.2K 2.54% 11
2022
Q2 		$5.93M Sell
151,284
-818
-0.5% -$35.9K 2.23% 15
2022
Q1 		$7.37M Buy
152,102
+156
+0.1% +$8.35K 2.28% 11
2021
Q4 		$7.29M Sell
151,946
-588
-0.4% -$28.9K 2.35% 11
2021
Q3 		$7.08M Sell
152,534
-8,644
-5% -$400K 2.39% 9
2021
Q2 		$7.3M Sell
161,178
-979
-0.6% -$43.7K 2.33% 7
2021
Q1 		$6.33M Sell
162,157
-1,616
-1% -$57.2K 2.22% 6
2020
Q4 		$4.94M Buy
163,773
+35,929
+28% +$930K 1.96% 9
2020
Q3 		$3.01M Buy
127,844
+29,032
+29% +$715K 1.54% 16
2020
Q2 		$2.53M Buy
+98,812
New +$2.7M 1.36% 23
2018
Q2 		– Sell
-450
Closed -$24K – 332
2018
Q1 		$24K Buy
450
+250
+125% +$14.9K 0.02% 182
2017
Q4 		$12K Buy
+200
New +$11.3K 0.01% 212

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Poehling Capital Management's WFC Position: Q2 2026 in Review

Poehling Capital Management increased its Wells Fargo (WFC) stake by 2.4% in Q2 2026, buying an estimated $270K and bringing the position to 141,178 shares worth $11.7M. The position accounts for 2.5% of the portfolio, ranked #8.

Poehling Capital Management first reported a position in WFC in Q4 2017 and has held it in 27 quarters since. The position peaked at $12.9M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Poehling Capital Management held 141,178 shares of Wells Fargo worth $11.7M as of Q2 2026.
  • Poehling Capital Management bought 3,363 Wells Fargo shares in Q2 2026, an estimated $270K.
  • Wells Fargo made up 2.5% of Poehling Capital Management's portfolio in Q2 2026, its #8 holding.
  • Poehling Capital Management first reported a position in Wells Fargo in Q4 2017 and has held it in 27 quarters since.
  • Poehling Capital Management's Wells Fargo position peaked at $12.9M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.