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Proffitt & Goodson’s Wells Fargo WFC Stock Holding History

Proffitt & Goodson’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 		$15.1K Hold
183
– – ﹤0.01% 225
2026
Q1 		$14.6K Hold
183
– – ﹤0.01% 216
2025
Q4 		$17.1K Sell
183
-13
-7% -$1.13K ﹤0.01% 210
2025
Q3 		$16.4K Buy
+196
New +$15.9K ﹤0.01% 214
2021
Q3 		– Sell
-121
Closed -$5K – 269
2021
Q2 		$5K Hold
121
– – ﹤0.01% 239
2021
Q1 		$5K Hold
121
– – ﹤0.01% 231
2020
Q4 		$4K Hold
121
– – ﹤0.01% 228
2020
Q3 		$3K Hold
121
– – ﹤0.01% 246
2020
Q2 		$3K Buy
+121
New +$3.31K ﹤0.01% 259

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

Proffitt & Goodson's WFC Position: Q2 2026 in Review

Proffitt & Goodson held its Wells Fargo (WFC) position steady in Q2 2026 at 183 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Proffitt & Goodson first reported a position in WFC in Q2 2020 and has held it in 9 quarters since. The position peaked at $17.1K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Proffitt & Goodson held 183 shares of Wells Fargo worth $15.1K as of Q2 2026.
  • Proffitt & Goodson left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up ﹤0.01% of Proffitt & Goodson's portfolio in Q2 2026, its #225 holding.
  • Proffitt & Goodson first reported a position in Wells Fargo in Q2 2020 and has held it in 9 quarters since.
  • Proffitt & Goodson's Wells Fargo position peaked at $17.1K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.