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Procyon Advisors’s Wells Fargo WFC Stock Holding History

Procyon 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 		$485K Sell
5,866
-171
-3% -$13.7K 0.02% 365
2026
Q1 		$481K Buy
6,037
+14
+0.2% +$1.2K 0.02% 358
2025
Q4 		$561K Buy
6,023
+919
+18% +$79.8K 0.03% 327
2025
Q3 		$428K Buy
5,104
+1,801
+55% +$146K 0.03% 339
2025
Q2 		$265K Sell
3,303
-3,520
-52% -$254K 0.02% 393
2025
Q1 		$490K Buy
6,823
+184
+3% +$13.8K 0.03% 376
2024
Q4 		$466K Buy
6,639
+454
+7% +$31K 0.03% 344
2024
Q3 		$348K Sell
6,185
-41
-0.7% -$2.32K 0.02% 418
2024
Q2 		$370K Sell
6,226
-98,933
-94% -$5.84M 0.03% 371
2024
Q1 		$6.1M Sell
105,159
-298
-0.3% -$15.6K 0.47% 50
2023
Q4 		$5.19M Buy
105,457
+2,464
+2% +$106K 0.44% 50
2023
Q3 		$4.21M Sell
102,993
-1,284
-1% -$55.4K 0.43% 55
2023
Q2 		$4.45M Buy
+104,277
New +$4.2M 0.56% 39
2020
Q3 		– Sell
-780
Closed -$20K – 1055
2020
Q2 		$20K Sell
780
-253
-24% -$6.92K 0.01% 542
2020
Q1 		$30K Buy
1,033
+347
+51% +$14.8K 0.02% 411
2019
Q4 		$37K Buy
+686
New +$35.9K 0.02% 392

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

Procyon Advisors's WFC Position: Q2 2026 in Review

Procyon Advisors reduced its Wells Fargo (WFC) stake by 2.8% in Q2 2026, selling an estimated $13.7K and leaving 5,866 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #365.

Procyon Advisors first reported a position in WFC in Q4 2019 and has held it in 16 quarters since. The position peaked at $6.1M in Q1 2024. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Procyon Advisors held 5,866 shares of Wells Fargo worth $485K as of Q2 2026.
  • Procyon Advisors sold 171 Wells Fargo shares in Q2 2026, an estimated $13.7K.
  • Wells Fargo made up 0.02% of Procyon Advisors's portfolio in Q2 2026, its #365 holding.
  • Procyon Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 16 quarters since.
  • Procyon Advisors's Wells Fargo position peaked at $6.1M in Q1 2024.
  • 989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.