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Royal Fund Management’s Wells Fargo WFC Stock Holding History

Royal Fund 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 		$824K Sell
9,971
-3,877
-28% -$312K 0.07% 200
2026
Q1 		$1.19M Sell
13,848
-14,188
-51% -$1.22M 0.11% 169
2025
Q4 		$2.68M Buy
+28,036
New +$2.43M 0.24% 117
2025
Q3 		– Sell
-31,634
Closed -$2.53M – 354
2025
Q2 		$2.53M Sell
31,634
-250
-0.8% -$18K 0.25% 130
2025
Q1 		$2.29M Sell
31,884
-31,752
-50% -$2.38M 0.25% 126
2024
Q4 		$4.47M Buy
63,636
+44,472
+232% +$3.04M 0.42% 74
2024
Q3 		$1.08M Buy
19,164
+9,958
+108% +$563K 0.06% 209
2024
Q2 		$547K Sell
9,206
-10
-0.1% -$590 0.04% 229
2024
Q1 		$534K Buy
9,216
+41
+0.4% +$2.15K 0.05% 233
2023
Q4 		$452K Buy
9,175
+51
+0.6% +$2.2K 0.05% 223
2023
Q3 		$373K Sell
9,124
-33
-0.4% -$1.43K 0.05% 216
2023
Q2 		$391K Buy
9,157
+137
+2% +$5.51K 0.05% 216
2023
Q1 		$337K Buy
9,020
+42
+0.5% +$1.83K 0.05% 232
2022
Q4 		$371K Buy
8,978
+42
+0.5% +$1.86K 0.06% 197
2022
Q3 		$359K Buy
8,936
+44
+0.5% +$1.89K 0.07% 164
2022
Q2 		$348K Buy
8,892
+7
+0.1% +$307 0.06% 165
2022
Q1 		$430K Buy
8,885
+31
+0.4% +$1.66K 0.06% 158
2021
Q4 		$424K Buy
8,854
+26
+0.3% +$1.28K 0.06% 145
2021
Q3 		$409K Buy
8,828
+28
+0.3% +$1.3K 0.06% 145
2021
Q2 		$398K Buy
8,800
+163
+2% +$7.28K 0.07% 141
2021
Q1 		$337K Sell
8,637
-168
-2% -$5.95K 0.06% 145
2020
Q4 		$265K Sell
8,805
-157
-2% -$4.06K 0.06% 140
2020
Q3 		$210K Sell
8,962
-199
-2% -$4.9K 0.05% 158
2020
Q2 		$234K Buy
9,161
+572
+7% +$15.7K 0.08% 129
2020
Q1 		$246K Buy
8,589
+12
+0.1% +$510 0.1% 118
2019
Q4 		$461K Buy
8,577
+59
+0.7% +$3.09K 0.12% 88
2019
Q3 		$429K Buy
8,518
+157
+2% +$7.4K 0.12% 88
2019
Q2 		$395K Buy
8,361
+11
+0.1% +$514 0.12% 91
2019
Q1 		$403K Sell
8,350
-22
-0.3% -$1.08K 0.13% 83
2018
Q4 		$385K Buy
8,372
+140
+2% +$7.17K 0.16% 78
2018
Q3 		$432K Sell
8,232
-576
-7% -$32.9K 0.13% 82
2018
Q2 		$488K Sell
8,808
-281
-3% -$15.1K 0.16% 73
2018
Q1 		$476K Sell
9,089
-71
-0.8% -$4.22K 0.17% 79
2017
Q4 		$555K Buy
9,160
+2,402
+36% +$136K 0.2% 70
2017
Q3 		$372K Sell
6,758
-19
-0.3% -$1.01K 0.15% 70
2017
Q2 		$375K Buy
6,777
+379
+6% +$20.3K 0.16% 66
2017
Q1 		$356K Buy
6,398
+39
+0.6% +$2.21K 0.17% 62
2016
Q4 		$350K Buy
+6,359
New +$320K 0.19% 53

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

Royal Fund Management's WFC Position: Q2 2026 in Review

Royal Fund Management reduced its Wells Fargo (WFC) stake by 28% in Q2 2026, selling an estimated $312K and leaving 9,971 shares worth $824K. The position accounts for 0.07% of the portfolio, ranked #200.

Royal Fund Management first reported a position in WFC in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.47M in Q4 2024. 779 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Royal Fund Management held 9,971 shares of Wells Fargo worth $824K as of Q2 2026.
  • Royal Fund Management sold 3,877 Wells Fargo shares in Q2 2026, an estimated $312K.
  • Wells Fargo made up 0.07% of Royal Fund Management's portfolio in Q2 2026, its #200 holding.
  • Royal Fund Management first reported a position in Wells Fargo in Q4 2016 and has held it in 38 quarters since.
  • Royal Fund Management's Wells Fargo position peaked at $4.47M in Q4 2024.
  • 779 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.