Ritter Daniher Financial Advisory’s Wells Fargo WFC Stock Holding History

Ritter Daniher Financial Advisory’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	$1.2M	Sell	14,493 -171	-1%	-$13.7K	0.18%	64
2026 Q1	$1.17M	Sell	14,664 -576	-4%	-$49.5K	0.2%	64
2025 Q4	$1.42M	Buy	15,240 +32	+0.2%	+$2.78K	0.24%	51
2025 Q3	$1.27M	Buy	15,208 +2,459	+19%	+$199K	0.22%	53
2025 Q2	$1.02M	Buy	12,749 +12,605	+8,753%	+$909K	0.25%	36
2025 Q1	$10.3K	Hold	144	–	–	﹤0.01%	245
2024 Q4	$10.1K	Sell	144 -16	-10%	-$1.09K	﹤0.01%	238
2024 Q3	$9.04K	Hold	160	–	–	﹤0.01%	242
2024 Q2	$9.5K	Hold	160	–	–	﹤0.01%	232
2024 Q1	$9.27K	Hold	160	–	–	﹤0.01%	223
2023 Q4	$7.88K	Hold	160	–	–	﹤0.01%	245
2023 Q3	$6.54K	Hold	160	–	–	﹤0.01%	255
2023 Q2	$6.83K	Hold	160	–	–	﹤0.01%	240
2023 Q1	$5.98K	Buy	+160	New	+$6.97K	﹤0.01%	228

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

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

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

Ritter Daniher Financial Advisory's WFC Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Wells Fargo (WFC) stake by 1.2% in Q2 2026, selling an estimated $13.7K and leaving 14,493 shares worth $1.2M. The position accounts for 0.18% of the portfolio, ranked #64.

Ritter Daniher Financial Advisory first reported a position in WFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.42M in Q4 2025. 1,000 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Ritter Daniher Financial Advisory held 14,493 shares of Wells Fargo worth $1.2M as of Q2 2026.
Ritter Daniher Financial Advisory sold 171 Wells Fargo shares in Q2 2026, an estimated $13.7K.
Wells Fargo made up 0.18% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #64 holding.
Ritter Daniher Financial Advisory first reported a position in Wells Fargo in Q1 2023 and has held it in 14 quarters since.
Ritter Daniher Financial Advisory's Wells Fargo position peaked at $1.42M in Q4 2025.
1,000 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.