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SeaBridge Investment Advisors’s Wells Fargo WFC Stock Holding History

SeaBridge Investment Advisors’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 		$1.43M Hold
17,346
– – 0.21% 91
2026
Q1 		$1.38M Sell
17,346
-749
-4% -$64.3K 0.23% 84
2025
Q4 		$1.69M Sell
18,095
-90
-0.5% -$7.81K 0.28% 85
2025
Q3 		$1.52M Sell
18,185
-4,455
-20% -$361K 0.25% 89
2025
Q2 		$1.81M Sell
22,640
-8,502
-27% -$613K 0.34% 82
2025
Q1 		$2.24M Buy
31,142
+20,796
+201% +$1.56M 0.48% 67
2024
Q4 		$727K Buy
10,346
+4,301
+71% +$294K 0.15% 119
2024
Q3 		$341K Hold
6,045
– – 0.08% 129
2024
Q2 		$359K Hold
6,045
– – 0.09% 128
2024
Q1 		$350K Hold
6,045
– – 0.09% 125
2023
Q4 		$298K Hold
6,045
– – 0.09% 132
2023
Q3 		$247K Hold
6,045
– – 0.08% 124
2023
Q2 		$258K Hold
6,045
– – 0.08% 117
2023
Q1 		$226K Hold
6,045
– – 0.08% 119
2022
Q4 		$250K Hold
6,045
– – 0.09% 119
2022
Q3 		$243K Hold
6,045
– – 0.08% 123
2022
Q2 		$237K Hold
6,045
– – 0.08% 134
2022
Q1 		$293K Sell
6,045
-12,795
-68% -$685K 0.09% 131
2021
Q4 		$904K Buy
+18,840
New +$928K 0.29% 100
2020
Q4 		– Sell
-120
Closed -$3K – 237
2020
Q3 		$3K Hold
120
– – ﹤0.01% 247
2020
Q2 		$3K Hold
120
– – ﹤0.01% 247
2020
Q1 		$3K Hold
120
– – ﹤0.01% 247
2019
Q4 		$6K Hold
120
– – ﹤0.01% 242
2019
Q3 		$6K Hold
120
– – ﹤0.01% 251
2019
Q2 		$6K Hold
120
– – ﹤0.01% 244
2019
Q1 		$6K Hold
120
– – ﹤0.01% 237
2018
Q4 		$6K Hold
120
– – ﹤0.01% 231
2018
Q3 		$6K Hold
120
– – ﹤0.01% 232
2018
Q2 		$7K Hold
120
– – ﹤0.01% 236
2018
Q1 		$6K Hold
120
– – ﹤0.01% 238
2017
Q4 		$7K Hold
120
– – ﹤0.01% 239
2017
Q3 		$7K Hold
120
– – ﹤0.01% 239
2017
Q2 		$7K Hold
120
– – ﹤0.01% 242
2017
Q1 		$7K Buy
+120
New +$6.81K ﹤0.01% 240
2016
Q3 		– Sell
-68,815
Closed -$3.26M – 269
2016
Q2 		$3.26M Sell
68,815
-825
-1% -$40.2K 0.82% 47
2016
Q1 		$3.37M Sell
69,640
-6,185
-8% -$303K 0.82% 48
2015
Q4 		$4.12M Sell
75,825
-1,725
-2% -$93.7K 0.92% 48
2015
Q3 		$3.98M Buy
77,550
+3,340
+5% +$184K 0.93% 43
2015
Q2 		$4.17M Buy
74,210
+230
+0.3% +$12.8K 0.85% 46
2015
Q1 		$4.03M Sell
73,980
-400
-0.5% -$21.6K 0.81% 49
2014
Q4 		$4.08M Buy
74,380
+8,960
+14% +$474K 0.84% 47
2014
Q3 		$3.39M Buy
65,420
+4,160
+7% +$214K 0.79% 56
2014
Q2 		$3.22M Buy
61,260
+1,290
+2% +$64.8K 0.65% 61
2014
Q1 		$2.98M Buy
59,970
+360
+0.6% +$16.8K 0.67% 60
2013
Q4 		$2.71M Hold
59,610
– – 0.6% 66
2013
Q3 		$2.46M Hold
59,610
– – 0.6% 67
2013
Q2 		$2.46M Buy
+59,610
New +$2.32M 0.65% 61

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

SeaBridge Investment Advisors's WFC Position: Q2 2026 in Review

SeaBridge Investment Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 17,346 shares worth $1.43M. The position accounts for 0.21% of the portfolio, ranked #91.

SeaBridge Investment Advisors first reported a position in WFC in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.17M in Q2 2015. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • SeaBridge Investment Advisors held 17,346 shares of Wells Fargo worth $1.43M as of Q2 2026.
  • SeaBridge Investment Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.21% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #91 holding.
  • SeaBridge Investment Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 47 quarters since.
  • SeaBridge Investment Advisors's Wells Fargo position peaked at $4.17M in Q2 2015.
  • 989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.