Procyon Advisors
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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
Q3 		$443K Sell
5,538
-328
-6% -$28.4K 0.02% 382
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

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Procyon Advisors's WFC Position: Q3 2026 in Review

Procyon Advisors reduced its Wells Fargo (WFC) stake by 5.6% in Q3 2026, selling an estimated $28.4K and leaving 5,538 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #382.

Procyon Advisors first reported a position in WFC in Q4 2019 and has held it in 17 quarters since. The position peaked at $6.1M in Q1 2024. 1,014 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Procyon Advisors held 5,538 shares of Wells Fargo worth $443K as of Q3 2026.
  • Procyon Advisors sold 328 Wells Fargo shares in Q3 2026, an estimated $28.4K.
  • Wells Fargo made up 0.02% of Procyon Advisors's portfolio in Q3 2026, its #382 holding.
  • Procyon Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 17 quarters since.
  • Procyon Advisors's Wells Fargo position peaked at $6.1M in Q1 2024.
  • 1,014 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.