Rehmann Capital Advisory Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.24M | Sell |
40,637
-2,506
| -6% | -$215K | 0.17% | 95 |
|
|
2025
Q4 | $4.02M | Buy |
43,143
+2,485
| +6% | +$216K | 0.21% | 81 |
|
|
2025
Q3 | $3.41M | Buy |
40,658
+1,623
| +4% | +$132K | 0.19% | 89 |
|
|
2025
Q2 | $3.13M | Buy |
39,035
+3,736
| +11% | +$269K | 0.19% | 89 |
|
|
2025
Q1 | $2.53M | Buy |
35,299
+2,978
| +9% | +$224K | 0.16% | 108 |
|
|
2024
Q4 | $2.27M | Buy |
32,321
+1,495
| +5% | +$102K | 0.14% | 114 |
|
|
2024
Q3 | $1.75M | Buy |
30,826
+521
| +2% | +$29.5K | 0.11% | 137 |
|
|
2024
Q2 | $1.8M | Sell |
30,305
-196
| -0.6% | -$11.6K | 0.13% | 128 |
|
|
2024
Q1 | $1.77M | Buy |
30,501
+904
| +3% | +$47.3K | 0.13% | 129 |
|
|
2023
Q4 | $1.46M | Buy |
29,597
+418
| +1% | +$18K | 0.12% | 140 |
|
|
2023
Q3 | $1.19M | Buy |
29,179
+1,248
| +4% | +$53.9K | 0.11% | 141 |
|
|
2023
Q2 | $1.19M | Buy |
27,931
+709
| +3% | +$28.5K | 0.11% | 159 |
|
|
2023
Q1 | $1.02M | Buy |
27,222
+1,311
| +5% | +$57.1K | 0.1% | 185 |
|
|
2022
Q4 | $1.07M | Buy |
25,911
+195
| +0.8% | +$8.63K | 0.11% | 166 |
|
|
2022
Q3 | $1.03M | Buy |
25,716
+2,585
| +11% | +$111K | 0.11% | 157 |
|
|
2022
Q2 | $906K | Sell |
23,131
-668
| -3% | -$29.3K | 0.1% | 175 |
|
|
2022
Q1 | $1.15M | Buy |
23,799
+1,053
| +5% | +$56.4K | 0.11% | 163 |
|
|
2021
Q4 | $1.09M | Buy |
22,746
+956
| +4% | +$47.1K | 0.1% | 181 |
|
|
2021
Q3 | $1.01M | Buy |
21,790
+1,534
| +8% | +$71K | 0.1% | 182 |
|
|
2021
Q2 | $918K | Sell |
20,256
-14
| -0.1% | -$625 | 0.09% | 200 |
|
|
2021
Q1 | $799K | Buy |
20,270
+429
| +2% | +$15.2K | 0.08% | 206 |
|
|
2020
Q4 | $599K | Sell |
19,841
-2,206
| -10% | -$57.1K | 0.07% | 232 |
|
|
2020
Q3 | $518K | Sell |
22,047
-2,775
| -11% | -$68.4K | 0.07% | 242 |
|
|
2020
Q2 | $635K | Sell |
24,822
-58
| -0.2% | -$1.59K | 0.09% | 198 |
|
|
2020
Q1 | $714K | Buy |
+24,880
| New | +$1.06M | 0.12% | 147 |
|
|
2019
Q3 | $1.15M | Buy |
22,861
+148
| +0.7% | +$6.97K | 0.14% | 74 |
|
|
2019
Q2 | $1.07M | Sell |
22,713
-136
| -0.6% | -$6.36K | 0.13% | 126 |
|
|
2019
Q1 | $1.1M | Buy |
22,849
+3,364
| +17% | +$165K | 0.15% | 112 |
|
|
2018
Q4 | $898K | Sell |
19,485
-17,854
| -48% | -$914K | 0.13% | 85 |
|
|
2018
Q3 | $1.96M | Buy |
37,339
+2,235
| +6% | +$128K | 0.27% | 59 |
|
|
2018
Q2 | $1.95M | Buy |
35,104
+3,425
| +11% | +$183K | 0.28% | 63 |
|
|
2018
Q1 | $1.66M | Buy |
31,679
+2,709
| +9% | +$161K | 0.26% | 72 |
|
|
2017
Q4 | $1.76M | Buy |
28,970
+581
| +2% | +$32.8K | 0.3% | 67 |
|
|
2017
Q3 | $1.57M | Buy |
28,389
+393
| +1% | +$20.9K | 0.28% | 72 |
|
|
2017
Q2 | $1.55M | Sell |
27,996
-3,760
| -12% | -$201K | 0.3% | 69 |
|
|
2017
Q1 | $1.77M | Buy |
31,756
+1,742
| +6% | +$98.8K | 0.3% | 69 |
|
|
2016
Q4 | $1.65M | Sell |
30,014
-1,247
| -4% | -$62.7K | 0.3% | 69 |
|
|
2016
Q3 | $1.38M | Sell |
31,261
-2,736
| -8% | -$131K | 0.27% | 77 |
|
|
2016
Q2 | $1.61M | Buy |
33,997
+4,398
| +15% | +$214K | 0.3% | 68 |
|
|
2016
Q1 | $1.43M | Buy |
29,599
+1,240
| +4% | +$60.7K | 0.28% | 77 |
|
|
2015
Q4 | $1.54M | Buy |
28,359
+550
| +2% | +$29.9K | 0.32% | 63 |
|
|
2015
Q3 | $1.43M | Sell |
27,809
-284
| -1% | -$15.6K | 0.32% | 65 |
|
|
2015
Q2 | $1.58M | Buy |
28,093
+1,642
| +6% | +$91.5K | 0.36% | 60 |
|
|
2015
Q1 | $1.44M | Sell |
26,451
-618
| -2% | -$33.4K | 0.33% | 64 |
|
|
2014
Q4 | $1.48M | Buy |
27,069
+427
| +2% | +$22.6K | 0.34% | 61 |
|
|
2014
Q3 | $1.38M | Buy |
26,642
+791
| +3% | +$40.7K | 0.33% | 68 |
|
|
2014
Q2 | $1.36M | Sell |
25,851
-1,435
| -5% | -$72.1K | 0.32% | 68 |
|
|
2014
Q1 | $1.36M | Buy |
27,286
+1,569
| +6% | +$73.1K | 0.37% | 62 |
|
|
2013
Q4 | $1.17M | Buy |
25,717
+456
| +2% | +$19.7K | 0.35% | 64 |
|
|
2013
Q3 | $1.04M | Sell |
25,261
-168
| -0.7% | -$7.17K | 0.34% | 62 |
|
|
2013
Q2 | $1.05M | Buy |
+25,429
| New | +$991K | 0.36% | 62 |
|
Other funds holding WFC
VCM
VPM
Rehmann Capital Advisory Group's WFC Position: Q1 2026 in Review
Rehmann Capital Advisory Group reduced its Wells Fargo (WFC) stake by 5.8% in Q1 2026, selling an estimated $215K and leaving 40,637 shares worth $3.24M. The position accounts for 0.17% of the portfolio, ranked #95.
Rehmann Capital Advisory Group first reported a position in WFC in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.02M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Rehmann Capital Advisory Group held 40,637 shares of Wells Fargo worth $3.24M as of Q1 2026.
- Rehmann Capital Advisory Group sold 2,506 Wells Fargo shares in Q1 2026, an estimated $215K.
- Wells Fargo made up 0.17% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #95 holding.
- Rehmann Capital Advisory Group first reported a position in Wells Fargo in Q2 2013 and has held it in 51 quarters since.
- Rehmann Capital Advisory Group's Wells Fargo position peaked at $4.02M in Q4 2025.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.