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Salem Investment Counselors’s Wells Fargo WFC Stock Holding History

Salem Investment Counselors’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 		$1.19M Hold
14,359
– – 0.03% 216
2026
Q1 		$1.14M Buy
14,359
+739
+5% +$63.5K 0.03% 202
2025
Q4 		$1.27M Sell
13,620
-581
-4% -$50.4K 0.04% 185
2025
Q3 		$1.19M Sell
14,201
-351
-2% -$28.5K 0.03% 198
2025
Q2 		$1.17M Hold
14,552
– – 0.04% 189
2025
Q1 		$1.04M Sell
14,552
-700
-5% -$52.6K 0.04% 184
2024
Q4 		$1.07M Sell
15,252
-1,386
-8% -$94.6K 0.04% 190
2024
Q3 		$940K Sell
16,638
-571
-3% -$32.3K 0.03% 207
2024
Q2 		$1.02M Sell
17,209
-314
-2% -$18.5K 0.03% 194
2024
Q1 		$1.02M Sell
17,523
-3,389
-16% -$177K 0.03% 199
2023
Q4 		$1.03M Sell
20,912
-324
-2% -$14K 0.04% 183
2023
Q3 		$868K Sell
21,236
-1,475
-6% -$63.7K 0.03% 187
2023
Q2 		$969K Sell
22,711
-377
-2% -$15.2K 0.04% 178
2023
Q1 		$863K Buy
23,088
+449
+2% +$19.6K 0.03% 188
2022
Q4 		$935K Buy
22,639
+805
+4% +$35.6K 0.04% 187
2022
Q3 		$878K Sell
21,834
-67
-0.3% -$2.88K 0.04% 184
2022
Q2 		$858K Sell
21,901
-162
-0.7% -$7.11K 0.04% 192
2022
Q1 		$1.07M Buy
22,063
+1,412
+7% +$75.6K 0.04% 183
2021
Q4 		$991K Buy
20,651
+321
+2% +$15.8K 0.03% 190
2021
Q3 		$944K Buy
20,330
+342
+2% +$15.8K 0.05% 181
2021
Q2 		$905K Sell
19,988
-68
-0.3% -$3.04K 0.05% 181
2021
Q1 		$784K Buy
20,056
+5,646
+39% +$200K 0.05% 174
2020
Q4 		$435K Sell
14,410
-8,469
-37% -$219K 0.03% 207
2020
Q3 		$538K Sell
22,879
-22,848
-50% -$563K 0.04% 175
2020
Q2 		$1.17M Sell
45,727
-12,243
-21% -$335K 0.1% 136
2020
Q1 		$1.66M Sell
57,970
-6,241
-10% -$265K 0.17% 103
2019
Q4 		$3.46M Buy
64,211
+1,571
+3% +$82.3K 0.29% 77
2019
Q3 		$3.16M Sell
62,640
-707
-1% -$33.3K 0.29% 82
2019
Q2 		$3M Sell
63,347
-19,619
-24% -$917K 0.28% 85
2019
Q1 		$4.36M Buy
82,966
+1,789
+2% +$88K 0.45% 57
2018
Q4 		$3.74M Sell
81,177
-1,789
-2% -$91.6K 0.47% 53
2018
Q3 		$4.36M Sell
82,966
-1,703
-2% -$97.2K 0.45% 57
2018
Q2 		$4.69M Buy
84,669
+5,208
+7% +$279K 0.43% 50
2018
Q1 		$4.08M Sell
79,461
-10,820
-12% -$643K 0.46% 54
2017
Q4 		$5.48M Buy
+90,281
New +$5.1M 0.59% 45
2017
Q3 		– Sell
-108,151
Closed -$5.99M – 674
2017
Q2 		$5.99M Buy
108,151
+24,447
+29% +$1.31M 0.69% 39
2017
Q1 		$4.66M Sell
83,704
-60,878
-42% -$3.45M 0.5% 53
2016
Q4 		$7.39M Sell
144,582
-69,846
-33% -$3.51M 0.85% 33
2016
Q3 		$94.9K Buy
214,428
+68,421
+47% +$3.27M 1.24% 27
2016
Q2 		$6.91M Sell
146,007
-1,030
-0.7% -$50.2K 0.83% 37
2016
Q1 		$7.11M Buy
147,037
+887
+0.6% +$43.4K 0.88% 35
2015
Q4 		$7.95M Sell
146,150
-840
-0.6% -$45.6K 1% 32
2015
Q3 		$7.48M Buy
146,990
+1,172
+0.8% +$64.4K 0.98% 32
2015
Q2 		$8.2M Buy
145,818
+987
+0.7% +$55K 1% 29
2015
Q1 		$7.88M Sell
144,831
-2,458
-2% -$133K 0.94% 31
2014
Q4 		$8.07M Buy
147,289
+1,044
+0.7% +$55.3K 0.96% 33
2014
Q3 		$7.59M Sell
146,245
-1,270
-0.9% -$65.3K 0.91% 34
2014
Q2 		$7.75M Buy
147,515
+1,841
+1% +$92.5K 0.94% 32
2014
Q1 		$7.25M Buy
145,674
+3,096
+2% +$144K 0.9% 33
2013
Q4 		$6.47M Buy
142,578
+5,585
+4% +$241K 0.84% 40
2013
Q3 		$5.66M Buy
136,993
+5,325
+4% +$227K 0.79% 42
2013
Q2 		$5.43M Buy
+131,668
New +$5.13M 0.79% 42

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

Salem Investment Counselors's WFC Position: Q2 2026 in Review

Salem Investment Counselors held its Wells Fargo (WFC) position steady in Q2 2026 at 14,359 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #216.

Salem Investment Counselors first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.2M in Q2 2015. 934 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Salem Investment Counselors held 14,359 shares of Wells Fargo worth $1.19M as of Q2 2026.
  • Salem Investment Counselors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.03% of Salem Investment Counselors's portfolio in Q2 2026, its #216 holding.
  • Salem Investment Counselors first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Salem Investment Counselors's Wells Fargo position peaked at $8.2M in Q2 2015.
  • 934 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.