Salzhauer Michael’s Wells Fargo WFC Stock Holding History

Salzhauer Michael’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	$756K	Buy	+60,000	New	+$4.82M	0.26%	51
2026 Q1	–	Sell	-5,800	Closed	-$31K	–	97
2025 Q4	$31K	Sell	5,800 -18,700	-76%	-$1.62M	0.01%	93
2025 Q3	$146K	Sell	24,500 -52,500	-68%	-$4.26M	0.07%	82
2025 Q2	$917K	Buy	+77,000	New	+$5.55M	0.54%	40
2024 Q4	–	Sell	-61,700	Closed	-$277K	–	98
2024 Q3	$277K	Sell	61,700 -1,400	-2%	-$79.2K	0.17%	65
2024 Q2	$497K	Hold	63,100	–	–	0.39%	50
2024 Q1	$518K	Sell	63,100 -361,800	-85%	-$18.9M	0.4%	49
2023 Q4	$2.75M	Buy	424,900 +102,000	+32%	+$4.4M	2.33%	11
2023 Q3	$1.01M	Sell	322,900 -90,300	-22%	-$3.9M	1.07%	20
2023 Q2	$2.01M	Sell	413,200 -477,800	-54%	-$19.2M	2.09%	12
2023 Q1	$1.19M	Buy	891,000 +184,800	+26%	+$8.05M	1.05%	21
2022 Q4	$1.59M	Buy	706,200 +200	+0%	+$8.85K	0.93%	23
2022 Q3	$2.05M	Sell	706,000 -15,500	-2%	-$666K	1.26%	18
2022 Q2	$1.75M	Buy	+721,500	New	+$31.7M	1.05%	21
2021 Q4	–	Sell	-56,500	Closed	-$618K	–	139
2021 Q3	$618K	Buy	56,500 +19,800	+54%	+$916K	0.25%	57
2021 Q2	$457K	Sell	36,700 -455,400	-93%	-$20.3M	0.2%	68
2021 Q1	$1.9M	Buy	492,100 +450,800	+1,092%	+$16M	0.97%	24
2020 Q4	$114K	Buy	41,300 +800	+2%	+$20.7K	0.08%	92
2020 Q3	$58K	Buy	+40,500	New	+$998K	0.06%	87
2020 Q2	–	Sell	-60,700	Closed	-$51K	–	104
2020 Q1	$51K	Buy	60,700 +22,000	+57%	+$935K	0.09%	93
2019 Q4	$309K	Hold	38,700	–	–	0.14%	91
2019 Q3	$268K	Hold	38,700	–	–	0.14%	90
2019 Q2	$164K	Buy	38,700 +4,800	+14%	+$224K	0.08%	121
2019 Q1	$135K	Sell	33,900 -31,000	-48%	-$1.52M	0.07%	125
2018 Q4	$134K	Sell	64,900 -200,000	-76%	-$10.2M	0.07%	125
2018 Q3	$429K	Buy	264,900 +200,000	+308%	+$11.4M	0.16%	101
2018 Q2	$606K	Hold	64,900	–	–	0.22%	83
2018 Q1	$487K	Hold	64,900	–	–	0.18%	95
2017 Q4	$951K	Hold	64,900	–	–	0.37%	59
2017 Q3	$628K	Hold	64,900	–	–	0.27%	77
2017 Q2	$656K	Buy	+64,900	New	+$3.48M	0.3%	73
2016 Q4	–	Sell	-75,300	Closed	-$183K	–	161
2016 Q3	$183K	Buy	75,300 +100	+0.1%	+$4.79K	0.13%	118
2016 Q2	$294K	Sell	75,200 -500	-0.7%	-$24.4K	0.24%	82
2016 Q1	$380K	Hold	75,700	–	–	0.32%	69
2015 Q4	$679K	Buy	+75,700	New	+$4.11M	0.5%	52
2015 Q3	–	Sell	-75,700	Closed	-$926K	–	157
2015 Q2	$926K	Buy	75,700 +20,700	+38%	+$1.15M	0.7%	45
2015 Q1	$378K	Sell	55,000 -20,700	-27%	-$1.12M	0.35%	74
2014 Q4	$849K	Buy	75,700 +5,600	+8%	+$296K	0.71%	37
2014 Q3	$694K	Buy	70,100 +7,600	+12%	+$391K	0.63%	38
2014 Q2	$873K	Hold	62,500	–	–	0.82%	31
2014 Q1	$723K	Buy	62,500 +2,500	+4%	+$116K	0.69%	36
2013 Q4	$493K	Buy	+60,000	New	+$2.59M	0.49%	48

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Salzhauer Michael's WFC Position: Q2 2026 in Review

Salzhauer Michael reduced its Wells Fargo (WFC) stake by 41% in Q2 2026, selling an estimated $4.71M and leaving 84,289 shares worth $6.97M. The position accounts for 2.38% of the portfolio, ranked #10.

Salzhauer Michael first reported a position in WFC in Q4 2013 and has held it in 42 quarters since. The position peaked at $9.77M in Q1 2025. 877 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Salzhauer Michael held 84,289 shares of Wells Fargo worth $6.97M as of Q2 2026.
Salzhauer Michael sold 58,571 Wells Fargo shares in Q2 2026, an estimated $4.71M.
Wells Fargo made up 2.38% of Salzhauer Michael's portfolio in Q2 2026, its #10 holding.
Salzhauer Michael first reported a position in Wells Fargo in Q4 2013 and has held it in 42 quarters since.
Salzhauer Michael's Wells Fargo position peaked at $9.77M in Q1 2025.
877 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Salzhauer Michael's 13F filing for Q2 2026, filed 20 Jul 2026.