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Seamount Financial Group’s Wells Fargo WFC Stock Holding History

Seamount Financial Group’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 		$511K Buy
6,182
+249
+4% +$20K 0.21% 92
2026
Q1 		$472K Buy
5,933
+808
+16% +$69.4K 0.21% 92
2025
Q4 		$478K Buy
5,125
+37
+0.7% +$3.21K 0.22% 89
2025
Q3 		$426K Buy
+5,088
New +$413K 0.2% 94

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

Seamount Financial Group's WFC Position: Q2 2026 in Review

Seamount Financial Group increased its Wells Fargo (WFC) stake by 4.2% in Q2 2026, buying an estimated $20K and bringing the position to 6,182 shares worth $511K. The position accounts for 0.21% of the portfolio, ranked #92.

Seamount Financial Group first reported a position in WFC in Q3 2025 and has held it in 4 quarters since. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Seamount Financial Group held 6,182 shares of Wells Fargo worth $511K as of Q2 2026.
  • Seamount Financial Group bought 249 Wells Fargo shares in Q2 2026, an estimated $20K.
  • Wells Fargo made up 0.21% of Seamount Financial Group's portfolio in Q2 2026, its #92 holding.
  • Seamount Financial Group first reported a position in Wells Fargo in Q3 2025 and has held it in 4 quarters since.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.