Radnor Capital Management’s Wells Fargo WFC Stock Holding History

Radnor 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	$622K	Sell	7,526 -160	-2%	-$12.9K	0.09%	211
2026 Q1	$612K	Hold	7,686	–	–	0.09%	208
2025 Q4	$716K	Sell	7,686 -1,564	-17%	-$136K	0.11%	191
2025 Q3	$775K	Sell	9,250 -451	-5%	-$36.6K	0.12%	182
2025 Q2	$777K	Hold	9,701	–	–	0.12%	182
2025 Q1	$696K	Hold	9,701	–	–	0.12%	189
2024 Q4	$681K	Sell	9,701 -1,260	-11%	-$86K	0.11%	188
2024 Q3	$619K	Buy	+10,961	New	+$620K	0.09%	218
2024 Q2	–	Sell	-10,816	Closed	-$627K	–	317
2024 Q1	$627K	Hold	10,816	–	–	0.11%	198
2023 Q4	$532K	Sell	10,816 -53	-0.5%	-$2.29K	0.1%	205
2023 Q3	$444K	Buy	+10,869	New	+$469K	0.09%	219
2023 Q2	–	Sell	-11,023	Closed	-$412K	–	246
2023 Q1	$412K	Hold	11,023	–	–	0.11%	156
2022 Q4	$470K	Hold	11,023	–	–	0.12%	170
2022 Q3	$443K	Hold	11,023	–	–	0.13%	164
2022 Q2	$432K	Sell	11,023 -251	-2%	-$11K	0.12%	168
2022 Q1	$546K	Hold	11,274	–	–	0.14%	156
2021 Q4	$541K	Buy	+11,274	New	+$555K	0.13%	161
2021 Q2	–	Sell	-12,874	Closed	-$503K	–	207
2021 Q1	$503K	Sell	12,874 -7,736	-38%	-$274K	0.16%	130
2020 Q4	$622K	Sell	20,610 -4,680	-19%	-$121K	0.18%	111
2020 Q3	$595K	Sell	25,290 -2,000	-7%	-$49.3K	0.2%	100
2020 Q2	$685K	Sell	27,290 -783	-3%	-$21.4K	0.25%	88
2020 Q1	$806K	Buy	28,073 +4	+0%	+$170	0.33%	70
2019 Q4	$1.51M	Hold	28,069	–	–	0.47%	53
2019 Q3	$1.42M	Hold	28,069	–	–	0.46%	53
2019 Q2	$1.33M	Buy	28,069 +136	+0.5%	+$6.36K	0.44%	58
2019 Q1	$1.35M	Hold	27,933	–	–	0.44%	53
2018 Q4	$1.29M	Buy	27,933 +81	+0.3%	+$4.15K	0.46%	50
2018 Q3	$1.46M	Buy	27,852 +1,200	+5%	+$68.5K	0.47%	53
2018 Q2	$1.48M	Sell	26,652 -1,000	-4%	-$53.6K	0.55%	45
2018 Q1	$1.45M	Hold	27,652	–	–	0.49%	48
2017 Q4	$1.68M	Buy	27,652 +148	+0.5%	+$8.36K	0.54%	44
2017 Q3	$1.52M	Hold	27,504	–	–	0.52%	44
2017 Q2	$1.52M	Hold	27,504	–	–	0.52%	44
2017 Q1	$1.53M	Sell	27,504 -493	-2%	-$28K	0.52%	45
2016 Q4	$1.54M	Buy	+27,997	New	+$1.41M	0.53%	45

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Radnor Capital Management reduced its Wells Fargo (WFC) stake by 2.1% in Q2 2026, selling an estimated $12.9K and leaving 7,526 shares worth $622K. The position accounts for 0.09% of the portfolio, ranked #211.

Radnor Capital Management first reported a position in WFC in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.68M in Q4 2017. 1,003 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Radnor Capital Management held 7,526 shares of Wells Fargo worth $622K as of Q2 2026.
Radnor Capital Management sold 160 Wells Fargo shares in Q2 2026, an estimated $12.9K.
Wells Fargo made up 0.09% of Radnor Capital Management's portfolio in Q2 2026, its #211 holding.
Radnor Capital Management first reported a position in Wells Fargo in Q4 2016 and has held it in 35 quarters since.
Radnor Capital Management's Wells Fargo position peaked at $1.68M in Q4 2017.
1,003 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Radnor Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.