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Schaper Benz & Wise Investment Counsel’s Wells Fargo WFC Stock Holding History

Schaper Benz & Wise 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 		$28.7M Buy
347,471
+485
+0.1% +$39K 1.92% 13
2026
Q1 		$27.6M Sell
346,986
-1,462
-0.4% -$126K 2.11% 10
2025
Q4 		$32.5M Sell
348,448
-2,241
-0.6% -$195K 2.35% 10
2025
Q3 		$29.4M Sell
350,689
-8,279
-2% -$671K 2.19% 11
2025
Q2 		$28.8M Sell
358,968
-920
-0.3% -$66.3K 2.21% 9
2025
Q1 		$25.8M Sell
359,888
-1,669
-0.5% -$125K 2.1% 11
2024
Q4 		$25.4M Sell
361,557
-4,770
-1% -$326K 2.04% 12
2024
Q3 		$20.7M Buy
366,327
+8,464
+2% +$479K 1.65% 19
2024
Q2 		$21.3M Sell
357,863
-4,440
-1% -$262K 1.84% 17
2024
Q1 		$21M Buy
362,303
+813
+0.2% +$42.5K 1.75% 20
2023
Q4 		$17.8M Buy
361,490
+329
+0.1% +$14.2K 1.61% 23
2023
Q3 		$14.8M Sell
361,161
-85
-0% -$3.67K 1.46% 27
2023
Q2 		$15.4M Sell
361,246
-283
-0.1% -$11.4K 1.48% 29
2023
Q1 		$13.5M Sell
361,529
-357
-0.1% -$15.6K 1.37% 31
2022
Q4 		$14.9M Sell
361,886
-9,096
-2% -$403K 1.58% 23
2022
Q3 		$14.9M Buy
370,982
+3,329
+0.9% +$143K 1.73% 19
2022
Q2 		$14.4M Buy
367,653
+4,806
+1% +$211K 1.48% 27
2022
Q1 		$17.6M Sell
362,847
-425
-0.1% -$22.7K 1.52% 26
2021
Q4 		$17.4M Sell
363,272
-1,162
-0.3% -$57.2K 1.4% 28
2021
Q3 		$16.9M Buy
364,434
+45
+0% +$2.08K 1.52% 28
2021
Q2 		$16.5M Sell
364,389
-177
-0% -$7.9K 1.49% 27
2021
Q1 		$14.2M Buy
364,566
+3,646
+1% +$129K 1.39% 32
2020
Q4 		$10.9M Sell
360,920
-13,242
-4% -$343K 1.13% 40
2020
Q3 		$8.8M Buy
374,162
+18,381
+5% +$453K 1.02% 43
2020
Q2 		$9.11M Buy
355,781
+20,820
+6% +$570K 1.13% 41
2020
Q1 		$9.61M Buy
334,961
+27,112
+9% +$1.15M 1.4% 30
2019
Q4 		$16.6M Buy
307,849
+6,025
+2% +$316K 1.94% 17
2019
Q3 		$15.2M Buy
301,824
+27,907
+10% +$1.31M 1.9% 19
2019
Q2 		$13M Buy
273,917
+3,121
+1% +$146K 1.64% 27
2019
Q1 		$13.1M Buy
270,796
+2,210
+0.8% +$109K 1.7% 24
2018
Q4 		$12.4M Buy
268,586
+4,450
+2% +$228K 1.85% 21
2018
Q3 		$13.9M Buy
264,136
+4,715
+2% +$269K 1.86% 23
2018
Q2 		$14.4M Buy
259,421
+9,788
+4% +$524K 2.06% 14
2018
Q1 		$13.1M Sell
249,633
-2,154
-0.9% -$128K 1.94% 19
2017
Q4 		$15.3M Sell
251,787
-376
-0.1% -$21.2K 2.23% 14
2017
Q3 		$13.9M Buy
252,163
+7,386
+3% +$393K 2.16% 14
2017
Q2 		$13.6M Buy
244,777
+3,080
+1% +$165K 2.18% 13
2017
Q1 		$13.5M Buy
241,697
+5,165
+2% +$293K 2.29% 12
2016
Q4 		$13M Sell
236,532
-6,818
-3% -$343K 2.31% 12
2016
Q3 		$10.8M Buy
243,350
+10,565
+5% +$506K 1.89% 17
2016
Q2 		$11M Buy
232,785
+6,280
+3% +$306K 1.98% 15
2016
Q1 		$11M Buy
226,505
+5,615
+3% +$275K 2.06% 16
2015
Q4 		$12M Sell
220,890
-100
-0% -$5.43K 2.36% 10
2015
Q3 		$11.3M Buy
220,990
+340
+0.2% +$18.7K 2.3% 13
2015
Q2 		$12.4M Buy
220,650
+85
+0% +$4.74K 2.44% 11
2015
Q1 		$12M Buy
220,565
+1,500
+0.7% +$81.1K 2.36% 11
2014
Q4 		$12M Sell
219,065
-2,267
-1% -$120K 2.4% 12
2014
Q3 		$11.5M Buy
221,332
+2,630
+1% +$135K 2.41% 15
2014
Q2 		$11.5M Buy
218,702
+4,893
+2% +$246K 2.37% 15
2014
Q1 		$10.6M Buy
213,809
+7,245
+4% +$337K 2.31% 15
2013
Q4 		$9.38M Sell
206,564
-3,305
-2% -$143K 2.09% 18
2013
Q3 		$8.67M Buy
209,869
+2,100
+1% +$89.6K 2.01% 21
2013
Q2 		$8.57M Buy
+207,769
New +$8.1M 2.12% 20

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
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

Schaper Benz & Wise Investment Counsel's WFC Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel increased its Wells Fargo (WFC) stake by 0.14% in Q2 2026, buying an estimated $39K and bringing the position to 347,471 shares worth $28.7M. The position accounts for 1.92% of the portfolio, ranked #13.

Schaper Benz & Wise Investment Counsel first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $32.5M in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 347,471 shares of Wells Fargo worth $28.7M as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel bought 485 Wells Fargo shares in Q2 2026, an estimated $39K.
  • Wells Fargo made up 1.92% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #13 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Schaper Benz & Wise Investment Counsel's Wells Fargo position peaked at $32.5M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.