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QRG Capital Management’s Wells Fargo WFC Stock Holding History

QRG 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 		$48.2M Buy
583,082
+25,124
+5% +$2.02M 0.4% 46
2026
Q1 		$44.4M Buy
557,958
+44,771
+9% +$3.85M 0.46% 37
2025
Q4 		$47.8M Buy
513,187
+30,559
+6% +$2.65M 0.53% 30
2025
Q3 		$40.5M Sell
482,628
-336,581
-41% -$27.3M 0.49% 32
2025
Q2 		$65.6M Buy
819,209
+3,825
+0.5% +$276K 0.57% 23
2025
Q1 		$58.5M Buy
815,384
+43,092
+6% +$3.24M 0.61% 25
2024
Q4 		$54.2M Buy
772,292
+69,497
+10% +$4.74M 0.56% 29
2024
Q3 		$39.7M Buy
702,795
+6,839
+1% +$387K 0.43% 41
2024
Q2 		$41.3M Buy
695,956
+167,097
+32% +$9.86M 0.49% 40
2024
Q1 		$30.7M Buy
528,859
+245,424
+87% +$12.8M 0.39% 54
2023
Q4 		$14M Buy
283,435
+20,310
+8% +$876K 0.21% 113
2023
Q3 		$10.8M Buy
+263,125
New +$11.4M 0.19% 123

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

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

QRG Capital Management increased its Wells Fargo (WFC) stake by 4.5% in Q2 2026, buying an estimated $2.02M and bringing the position to 583,082 shares worth $48.2M. The position accounts for 0.4% of the portfolio, ranked #46.

QRG Capital Management first reported a position in WFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $65.6M in Q2 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • QRG Capital Management held 583,082 shares of Wells Fargo worth $48.2M as of Q2 2026.
  • QRG Capital Management bought 25,124 Wells Fargo shares in Q2 2026, an estimated $2.02M.
  • Wells Fargo made up 0.4% of QRG Capital Management's portfolio in Q2 2026, its #46 holding.
  • QRG Capital Management first reported a position in Wells Fargo in Q3 2023 and has held it in 12 quarters since.
  • QRG Capital Management's Wells Fargo position peaked at $65.6M in Q2 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.