QCIG
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Quad-Cities Investment Group’s Wells Fargo WFC Stock Holding History

Quad-Cities Investment Group’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 		$4.24M Sell
51,280
-168
-0.3% -$13.5K 1.52% 15
2026
Q1 		$4.1M Sell
51,448
-148
-0.3% -$12.7K 1.63% 15
2025
Q4 		$4.81M Sell
51,596
-156
-0.3% -$13.5K 1.98% 14
2025
Q3 		$4.34M Sell
51,752
-486
-0.9% -$39.4K 1.85% 15
2025
Q2 		$4.19M Sell
52,238
-137
-0.3% -$9.88K 1.9% 14
2025
Q1 		$3.76M Sell
52,375
-201
-0.4% -$15.1K 1.85% 15
2024
Q4 		$3.69M Buy
52,576
+158
+0.3% +$10.8K 1.81% 15
2024
Q3 		$2.96M Sell
52,418
-782
-1% -$44.2K 1.49% 17
2024
Q2 		$3.16M Sell
53,200
-95
-0.2% -$5.61K 1.75% 14
2024
Q1 		$3.09M Sell
53,295
-1,088
-2% -$56.9K 1.8% 13
2023
Q4 		$2.71M Buy
54,383
+12,893
+31% +$556K 1.68% 15
2023
Q3 		$1.7M Buy
41,490
+39
+0.1% +$1.68K 1.14% 23
2023
Q2 		$1.77M Buy
41,451
+34
+0.1% +$1.37K 1.15% 22
2023
Q1 		$1.55M Buy
41,417
+8,629
+26% +$376K 1.07% 27
2022
Q4 		$1.35M Buy
32,788
+58
+0.2% +$2.57K 1% 27
2022
Q3 		$1.32M Buy
32,730
+8,491
+35% +$365K 1.02% 23
2022
Q2 		$949K Buy
24,239
+3
+0% +$132 0.7% 38
2022
Q1 		$1.17M Buy
24,236
+1
+0% +$54 0.75% 34
2021
Q4 		$1.16M Buy
24,235
+3
+0% +$148 0.73% 34
2021
Q3 		$1.13M Buy
24,232
+2
+0% +$93 0.79% 33
2021
Q2 		$1.1M Buy
24,230
+969
+4% +$43.3K 0.75% 35
2021
Q1 		$909K Buy
23,261
+313
+1% +$11.1K 0.69% 37
2020
Q4 		$693K Buy
22,948
+1,011
+5% +$26.2K 0.57% 53
2020
Q3 		$516K Buy
21,937
+2,964
+16% +$73K 0.49% 57
2020
Q2 		$486K Buy
18,973
+1,581
+9% +$43.3K 0.5% 61
2020
Q1 		$499K Buy
17,392
+4
+0% +$170 0.64% 45
2019
Q4 		$935K Sell
17,388
-37
-0.2% -$1.94K 0.89% 31
2019
Q3 		$878K Sell
17,425
-96
-0.5% -$4.52K 0.74% 27
2019
Q2 		$829K Buy
17,521
+3
+0% +$140 0.72% 30
2019
Q1 		$846K Sell
17,518
-22
-0.1% -$1.08K 0.77% 27
2018
Q4 		$809K Buy
17,540
+2
+0% +$102 0.83% 26
2018
Q3 		$922K Buy
17,538
+2
+0% +$114 0.81% 25
2018
Q2 		$973K Buy
17,536
+3
+0% +$161 0.9% 20
2018
Q1 		$919K Buy
+17,533
New +$1.04M 1.18% 21

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
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

Quad-Cities Investment Group's WFC Position: Q2 2026 in Review

Quad-Cities Investment Group reduced its Wells Fargo (WFC) stake by 0.33% in Q2 2026, selling an estimated $13.5K and leaving 51,280 shares worth $4.24M. The position accounts for 1.52% of the portfolio, ranked #15.

Quad-Cities Investment Group first reported a position in WFC in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.81M in Q4 2025. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Quad-Cities Investment Group held 51,280 shares of Wells Fargo worth $4.24M as of Q2 2026.
  • Quad-Cities Investment Group sold 168 Wells Fargo shares in Q2 2026, an estimated $13.5K.
  • Wells Fargo made up 1.52% of Quad-Cities Investment Group's portfolio in Q2 2026, its #15 holding.
  • Quad-Cities Investment Group first reported a position in Wells Fargo in Q1 2018 and has held it in 34 quarters since.
  • Quad-Cities Investment Group's Wells Fargo position peaked at $4.81M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.