PGAM
WFC icon

Princeton Global Asset Management’s Wells Fargo WFC Stock Holding History

Princeton Global Asset 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 		$2.04M Sell
24,726
-768
-3% -$61.7K 0.29% 75
2026
Q1 		$2.03M Sell
25,494
-752
-3% -$64.6K 0.33% 69
2025
Q4 		$2.45M Buy
26,246
+578
+2% +$50.2K 0.4% 64
2025
Q3 		$2.15M Buy
25,668
+25,169
+5,044% +$2.04M 0.36% 68
2025
Q2 		$39.9K Buy
499
+298
+148% +$21.5K 0.01% 338
2025
Q1 		$14.4K Buy
201
+1
+0.5% +$75 ﹤0.01% 428
2024
Q4 		$14K Buy
200
+1
+0.5% +$68 ﹤0.01% 454
2024
Q3 		$11.2K Sell
199
-302
-60% -$17.1K ﹤0.01% 487
2024
Q2 		$29.8K Buy
501
+305
+156% +$18K 0.01% 351
2024
Q1 		$11.4K Buy
196
+1
+0.5% +$52 ﹤0.01% 423
2023
Q4 		$9.62K Buy
195
+1
+0.5% +$43 ﹤0.01% 442
2023
Q3 		$7.93K Buy
194
+1
+0.5% +$43 ﹤0.01% 428
2023
Q2 		$8.22K Buy
193
+2
+1% +$81 ﹤0.01% 429
2023
Q1 		$7.15K Buy
191
+1
+0.5% +$44 ﹤0.01% 442
2022
Q4 		$8K Buy
190
+1
+0.5% +$44 ﹤0.01% 421
2022
Q3 		$8K Buy
189
+1
+0.5% +$43 ﹤0.01% 415
2022
Q2 		$7K Buy
188
+1
+0.5% +$44 ﹤0.01% 440
2022
Q1 		$9K Buy
187
+54
+41% +$2.89K ﹤0.01% 464
2021
Q4 		$6K Hold
133
– – ﹤0.01% 445
2021
Q3 		$6K Hold
133
– – ﹤0.01% 442
2021
Q2 		$6K Hold
133
– – ﹤0.01% 454
2021
Q1 		$5K Hold
133
– – ﹤0.01% 431
2020
Q4 		$4K Hold
133
– – ﹤0.01% 437
2020
Q3 		$3K Hold
133
– – ﹤0.01% 409
2020
Q2 		$3K Sell
133
-10
-7% -$274 ﹤0.01% 476
2020
Q1 		$4K Sell
143
-1,128
-89% -$48K ﹤0.01% 443
2019
Q4 		$68 Buy
+1,271
New +$66.6K 0.03% 217

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

Princeton Global Asset Management's WFC Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Wells Fargo (WFC) stake by 3% in Q2 2026, selling an estimated $61.7K and leaving 24,726 shares worth $2.04M. The position accounts for 0.29% of the portfolio, ranked #75.

Princeton Global Asset Management first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.45M in Q4 2025. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Princeton Global Asset Management held 24,726 shares of Wells Fargo worth $2.04M as of Q2 2026.
  • Princeton Global Asset Management sold 768 Wells Fargo shares in Q2 2026, an estimated $61.7K.
  • Wells Fargo made up 0.29% of Princeton Global Asset Management's portfolio in Q2 2026, its #75 holding.
  • Princeton Global Asset Management first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • Princeton Global Asset Management's Wells Fargo position peaked at $2.45M in Q4 2025.
  • 988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.