Sheets Smith Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $725K | Buy |
8,773
+14
| +0.2% | +$1.13K | 0.07% | 249 |
|
|
2026
Q1 | $697K | Buy |
8,759
+98
| +1% | +$8.42K | 0.08% | 240 |
|
|
2025
Q4 | $807K | Buy |
8,661
+205
| +2% | +$17.8K | 0.09% | 208 |
|
|
2025
Q3 | $709K | Buy |
8,456
+10
| +0.1% | +$811 | 0.08% | 234 |
|
|
2025
Q2 | $677K | Sell |
8,446
-1,882
| -18% | -$136K | 0.08% | 232 |
|
|
2025
Q1 | $741K | Sell |
10,328
-7
| -0.1% | -$526 | 0.09% | 197 |
|
|
2024
Q4 | $726K | Buy |
10,335
+80
| +0.8% | +$5.46K | 0.09% | 196 |
|
|
2024
Q3 | $579K | Sell |
10,255
-37
| -0.4% | -$2.09K | 0.07% | 229 |
|
|
2024
Q2 | $611K | Buy |
10,292
+120
| +1% | +$7.08K | 0.07% | 210 |
|
|
2024
Q1 | $590K | Buy |
10,172
+22
| +0.2% | +$1.15K | 0.07% | 219 |
|
|
2023
Q4 | $500K | Sell |
10,150
-1,758
| -15% | -$75.9K | 0.07% | 215 |
|
|
2023
Q3 | $487K | Buy |
11,908
+29
| +0.2% | +$1.25K | 0.07% | 204 |
|
|
2023
Q2 | $507K | Sell |
11,879
-1,012
| -8% | -$40.7K | 0.07% | 206 |
|
|
2023
Q1 | $482K | Buy |
12,891
+3
| +0% | +$131 | 0.07% | 202 |
|
|
2022
Q4 | $532K | Buy |
12,888
+9
| +0.1% | +$398 | 0.08% | 187 |
|
|
2022
Q3 | $518K | Buy |
12,879
+9
| +0.1% | +$387 | 0.09% | 183 |
|
|
2022
Q2 | $504K | Sell |
12,870
-600
| -4% | -$26.3K | 0.08% | 180 |
|
|
2022
Q1 | $653K | Sell |
13,470
-393
| -3% | -$21K | 0.09% | 177 |
|
|
2021
Q4 | $665K | Buy |
13,863
+6
| +0% | +$295 | 0.08% | 196 |
|
|
2021
Q3 | $643K | Buy |
13,857
+206
| +2% | +$9.54K | 0.09% | 190 |
|
|
2021
Q2 | $618K | Buy |
13,651
+3
| +0% | +$134 | 0.08% | 198 |
|
|
2021
Q1 | $533K | Buy |
13,648
+504
| +4% | +$17.8K | 0.08% | 200 |
|
|
2020
Q4 | $397K | Sell |
13,144
-260
| -2% | -$6.73K | 0.06% | 233 |
|
|
2020
Q3 | $315K | Buy |
13,404
+1,719
| +15% | +$42.4K | 0.05% | 236 |
|
|
2020
Q2 | $299K | Buy |
11,685
+2,178
| +23% | +$59.6K | 0.06% | 202 |
|
|
2020
Q1 | $273K | Sell |
9,507
-1,511
| -14% | -$64.2K | 0.06% | 215 |
|
|
2019
Q4 | $593K | Buy |
11,018
+694
| +7% | +$36.3K | 0.11% | 176 |
|
|
2019
Q3 | $521K | Buy |
10,324
+40
| +0.4% | +$1.88K | 0.11% | 185 |
|
|
2019
Q2 | $487K | Sell |
10,284
-992
| -9% | -$46.4K | 0.1% | 210 |
|
|
2019
Q1 | $545K | Sell |
11,276
-584
| -5% | -$28.7K | 0.12% | 183 |
|
|
2018
Q4 | $547K | Sell |
11,860
-2,544
| -18% | -$130K | 0.15% | 149 |
|
|
2018
Q3 | $757K | Buy |
14,404
+42
| +0.3% | +$2.4K | 0.16% | 163 |
|
|
2018
Q2 | $796K | Buy |
14,362
+815
| +6% | +$43.7K | 0.19% | 131 |
|
|
2018
Q1 | $710K | Sell |
13,547
-17,761
| -57% | -$1.06M | 0.17% | 148 |
|
|
2017
Q4 | $1.9M | Sell |
31,308
-729
| -2% | -$41.2K | 0.45% | 63 |
|
|
2017
Q3 | $1.77M | Buy |
32,037
+818
| +3% | +$43.5K | 0.45% | 63 |
|
|
2017
Q2 | $1.73M | Sell |
31,219
-437
| -1% | -$23.4K | 0.46% | 69 |
|
|
2017
Q1 | $1.76M | Buy |
31,656
+636
| +2% | +$36.1K | 0.47% | 68 |
|
|
2016
Q4 | $1.71M | Sell |
31,020
-32
| -0.1% | -$1.61K | 0.48% | 62 |
|
|
2016
Q3 | $1.38M | Buy |
31,052
+779
| +3% | +$37.3K | 0.39% | 74 |
|
|
2016
Q2 | $1.43M | Buy |
30,273
+952
| +3% | +$46.4K | 0.42% | 70 |
|
|
2016
Q1 | $1.42M | Buy |
29,321
+207
| +0.7% | +$10.1K | 0.44% | 65 |
|
|
2015
Q4 | $1.58M | Buy |
29,114
+704
| +2% | +$38.2K | 0.48% | 62 |
|
|
2015
Q3 | $1.46M | Buy |
28,410
+1,046
| +4% | +$57.5K | 0.49% | 61 |
|
|
2015
Q2 | $1.54M | Sell |
27,364
-615
| -2% | -$34.3K | 0.42% | 71 |
|
|
2015
Q1 | $1.52M | Buy |
27,979
+59
| +0.2% | +$3.19K | 0.42% | 73 |
|
|
2014
Q4 | $1.53M | Buy |
27,920
+29
| +0.1% | +$1.53K | 0.4% | 75 |
|
|
2014
Q3 | $1.45M | Buy |
27,891
+30
| +0.1% | +$1.54K | 0.39% | 77 |
|
|
2014
Q2 | $1.46M | Sell |
27,861
-108
| -0.4% | -$5.43K | 0.39% | 72 |
|
|
2014
Q1 | $1.39M | Buy |
27,969
+868
| +3% | +$40.4K | 0.39% | 69 |
|
|
2013
Q4 | $1.23M | Sell |
27,101
-29
| -0.1% | -$1.25K | 0.34% | 77 |
|
|
2013
Q3 | $1.12M | Buy |
27,130
+180
| +0.7% | +$7.68K | 0.36% | 74 |
|
|
2013
Q2 | $1.11M | Buy |
+26,950
| New | +$1.05M | 0.38% | 71 |
|
Other funds holding WFC
CF
DJC
Sheets Smith Wealth Management's WFC Position: Q2 2026 in Review
Sheets Smith Wealth Management increased its Wells Fargo (WFC) stake by 0.16% in Q2 2026, buying an estimated $1.13K and bringing the position to 8,773 shares worth $725K. The position accounts for 0.07% of the portfolio, ranked #249.
Sheets Smith Wealth Management first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.9M in Q4 2017. 1,063 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Sheets Smith Wealth Management held 8,773 shares of Wells Fargo worth $725K as of Q2 2026.
- Sheets Smith Wealth Management bought 14 Wells Fargo shares in Q2 2026, an estimated $1.13K.
- Wells Fargo made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #249 holding.
- Sheets Smith Wealth Management first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
- Sheets Smith Wealth Management's Wells Fargo position peaked at $1.9M in Q4 2017.
- 1,063 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.