SIC
WFC icon

Samalin Investment Counsel’s Wells Fargo WFC Stock Holding History

Samalin Investment Counsel’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 		$473K Buy
5,722
+843
+17% +$67.7K 0.15% 168
2026
Q1 		$388K Sell
4,879
-6
-0.1% -$515 0.14% 204
2025
Q4 		$455K Sell
4,885
-72
-1% -$6.25K 0.16% 177
2025
Q3 		$416K Buy
4,957
+333
+7% +$27K 0.14% 200
2025
Q2 		$371K Sell
4,624
-227
-5% -$16.4K 0.14% 225
2025
Q1 		$348K Buy
4,851
+354
+8% +$26.6K 0.14% 213
2024
Q4 		$316K Buy
4,497
+109
+2% +$7.44K 0.14% 214
2024
Q3 		$248K Buy
4,388
+24
+0.5% +$1.36K 0.11% 244
2024
Q2 		$259K Buy
4,364
+19
+0.4% +$1.12K 0.12% 238
2024
Q1 		$252K Buy
4,345
+22
+0.5% +$1.15K 0.12% 236
2023
Q4 		$213K Buy
+4,323
New +$187K 0.11% 247
2023
Q3 		– Sell
-4,853
Closed -$207K – 286
2023
Q2 		$207K Buy
+4,853
New +$195K 0.11% 241
2023
Q1 		– Sell
-4,892
Closed -$202K – 273
2022
Q4 		$202K Buy
+4,892
New +$217K 0.13% 223
2022
Q2 		– Sell
-5,399
Closed -$262K – 255
2022
Q1 		$262K Buy
5,399
+17
+0.3% +$910 0.16% 194
2021
Q4 		$258K Sell
5,382
-5
-0.1% -$246 0.15% 193
2021
Q3 		$250K Buy
5,387
+16
+0.3% +$741 0.16% 197
2021
Q2 		$243K Sell
5,371
-2,102
-28% -$93.9K 0.16% 200
2021
Q1 		$291K Sell
7,473
-1,185
-14% -$42K 0.2% 171
2020
Q4 		$261K Sell
8,658
-3,256
-27% -$84.3K 0.2% 169
2020
Q3 		$280K Sell
11,914
-3,470
-23% -$85.5K 0.25% 135
2020
Q2 		$393K Buy
15,384
+5,833
+61% +$160K 0.41% 71
2020
Q1 		$274K Buy
9,551
+947
+11% +$40.3K 0.37% 86
2019
Q4 		$462K Buy
+8,604
New +$451K 0.39% 66

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Samalin Investment Counsel's WFC Position: Q2 2026 in Review

Samalin Investment Counsel increased its Wells Fargo (WFC) stake by 17% in Q2 2026, buying an estimated $67.7K and bringing the position to 5,722 shares worth $473K. The position accounts for 0.15% of the portfolio, ranked #168.

Samalin Investment Counsel first reported a position in WFC in Q4 2019 and has held it in 23 quarters since. 1,029 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Samalin Investment Counsel held 5,722 shares of Wells Fargo worth $473K as of Q2 2026.
  • Samalin Investment Counsel bought 843 Wells Fargo shares in Q2 2026, an estimated $67.7K.
  • Wells Fargo made up 0.15% of Samalin Investment Counsel's portfolio in Q2 2026, its #168 holding.
  • Samalin Investment Counsel first reported a position in Wells Fargo in Q4 2019 and has held it in 23 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.