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Raleigh Capital Management’s Wells Fargo WFC Stock Holding History

Raleigh 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 		$1.01M Sell
12,182
-531
-4% -$42.7K 0.32% 86
2026
Q1 		$1.01M Sell
12,713
-172
-1% -$14.8K 0.35% 81
2025
Q4 		$1.2M Sell
12,885
-607
-4% -$52.7K 0.44% 68
2025
Q3 		$1.13M Sell
13,492
-1,325
-9% -$107K 0.43% 69
2025
Q2 		$1.19M Sell
14,817
-133
-0.9% -$9.59K 0.5% 64
2025
Q1 		$1.07M Sell
14,950
-1,319
-8% -$99K 0.49% 64
2024
Q4 		$1.14M Buy
16,269
+5,734
+54% +$391K 0.44% 69
2024
Q3 		$595K Buy
10,535
+1,222
+13% +$69.1K 0.23% 114
2024
Q2 		$553K Buy
9,313
+1,082
+13% +$63.9K 0.24% 113
2024
Q1 		$477K Buy
8,231
+1,944
+31% +$102K 0.21% 119
2023
Q4 		$309K Buy
6,287
+432
+7% +$18.6K 0.14% 152
2023
Q3 		$239K Buy
5,855
+304
+5% +$13.1K 0.12% 156
2023
Q2 		$237K Buy
5,551
+534
+11% +$21.5K 0.12% 163
2023
Q1 		$188K Buy
5,017
+488
+11% +$21.3K 0.09% 181
2022
Q4 		$187K Sell
4,529
-376
-8% -$16.6K 0.1% 173
2022
Q3 		$197K Buy
+4,905
New +$211K 0.12% 168
2022
Q1 		– Sell
-600
Closed -$29K – 691
2021
Q4 		$29K Buy
+600
New +$29.5K 0.03% 154

Other funds holding WFC

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Raleigh Capital Management reduced its Wells Fargo (WFC) stake by 4.2% in Q2 2026, selling an estimated $42.7K and leaving 12,182 shares worth $1.01M. The position accounts for 0.32% of the portfolio, ranked #86.

Raleigh Capital Management first reported a position in WFC in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.2M in Q4 2025. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Raleigh Capital Management held 12,182 shares of Wells Fargo worth $1.01M as of Q2 2026.
  • Raleigh Capital Management sold 531 Wells Fargo shares in Q2 2026, an estimated $42.7K.
  • Wells Fargo made up 0.32% of Raleigh Capital Management's portfolio in Q2 2026, its #86 holding.
  • Raleigh Capital Management first reported a position in Wells Fargo in Q4 2021 and has held it in 17 quarters since.
  • Raleigh Capital Management's Wells Fargo position peaked at $1.2M in Q4 2025.
  • 989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.