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SJS Investment Consulting’s Wells Fargo WFC Stock Holding History

SJS Investment Consulting’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 		$356K Buy
4,308
+349
+9% +$28K 0.04% 114
2026
Q1 		$315K Buy
3,959
+20
+0.5% +$1.72K 0.04% 109
2025
Q4 		$367K Buy
3,939
+417
+12% +$36.2K 0.05% 98
2025
Q3 		$295K Buy
3,522
+2,150
+157% +$174K 0.04% 106
2025
Q2 		$110K Sell
1,372
-55
-4% -$3.97K 0.02% 132
2025
Q1 		$102K Buy
1,427
+3
+0.2% +$225 0.02% 136
2024
Q4 		$100K Sell
1,424
-75
-5% -$5.12K 0.02% 136
2024
Q3 		$84.7K Sell
1,499
-30
-2% -$1.7K 0.01% 149
2024
Q2 		$90.8K Sell
1,529
-57
-4% -$3.37K 0.02% 132
2024
Q1 		$91.9K Buy
1,586
+63
+4% +$3.3K 0.02% 136
2023
Q4 		$75K Buy
1,523
+244
+19% +$10.5K 0.02% 137
2023
Q3 		$52.3K Sell
1,279
-237
-16% -$10.2K 0.01% 155
2023
Q2 		$64.7K Sell
1,516
-52
-3% -$2.09K 0.02% 135
2023
Q1 		$58.6K Sell
1,568
-3
-0.2% -$131 0.02% 142
2022
Q4 		$64.9K Buy
1,571
+98
+7% +$4.34K 0.02% 140
2022
Q3 		$59K Buy
+1,473
New +$63.3K 0.02% 150
2022
Q1 		$66K Buy
1,372
+126
+10% +$6.74K 0.02% 160
2021
Q4 		$60K Buy
+1,246
New +$61.3K 0.02% 160

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

SJS Investment Consulting's WFC Position: Q2 2026 in Review

SJS Investment Consulting increased its Wells Fargo (WFC) stake by 8.8% in Q2 2026, buying an estimated $28K and bringing the position to 4,308 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #114.

SJS Investment Consulting first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $367K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • SJS Investment Consulting held 4,308 shares of Wells Fargo worth $356K as of Q2 2026.
  • SJS Investment Consulting bought 349 Wells Fargo shares in Q2 2026, an estimated $28K.
  • Wells Fargo made up 0.04% of SJS Investment Consulting's portfolio in Q2 2026, its #114 holding.
  • SJS Investment Consulting first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • SJS Investment Consulting's Wells Fargo position peaked at $367K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.