Sky Investment Group’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 | $593K | Buy |
7,180
+100
| +1% | +$8.04K | 0.09% | 110 |
|
|
2026
Q1 | $564K | Sell |
7,080
-600
| -8% | -$51.5K | 0.1% | 106 |
|
|
2025
Q4 | $716K | Sell |
7,680
-20
| -0.3% | -$1.74K | 0.12% | 98 |
|
|
2025
Q3 | $645K | Hold |
7,700
| – | – | 0.11% | 97 |
|
|
2025
Q2 | $617K | Hold |
7,700
| – | – | 0.11% | 100 |
|
|
2025
Q1 | $553K | Hold |
7,700
| – | – | 0.1% | 100 |
|
|
2024
Q4 | $541K | Sell |
7,700
-90
| -1% | -$6.14K | 0.1% | 99 |
|
|
2024
Q3 | $440K | Buy |
7,790
+5
| +0.1% | +$283 | 0.08% | 105 |
|
|
2024
Q2 | $462K | Sell |
7,785
-10
| -0.1% | -$590 | 0.09% | 101 |
|
|
2024
Q1 | $452K | Hold |
7,795
| – | – | 0.09% | 98 |
|
|
2023
Q4 | $384K | Sell |
7,795
-170
| -2% | -$7.34K | 0.08% | 103 |
|
|
2023
Q3 | $325K | Sell |
7,965
-59
| -0.7% | -$2.55K | 0.07% | 107 |
|
|
2023
Q2 | $342K | Sell |
8,024
-50
| -0.6% | -$2.01K | 0.07% | 105 |
|
|
2023
Q1 | $302K | Buy |
8,074
+70
| +0.9% | +$3.05K | 0.07% | 108 |
|
|
2022
Q4 | $330K | Buy |
8,004
+1,245
| +18% | +$55.1K | 0.08% | 106 |
|
|
2022
Q3 | $272K | Buy |
6,759
+400
| +6% | +$17.2K | 0.07% | 111 |
|
|
2022
Q2 | $249K | Buy |
6,359
+200
| +3% | +$8.78K | 0.06% | 116 |
|
|
2022
Q1 | $298K | Sell |
6,159
-65
| -1% | -$3.48K | 0.06% | 116 |
|
|
2021
Q4 | $299K | Hold |
6,224
| – | – | 0.06% | 118 |
|
|
2021
Q3 | $289K | Sell |
6,224
-417
| -6% | -$19.3K | 0.06% | 116 |
|
|
2021
Q2 | $301K | Sell |
6,641
-100
| -1% | -$4.46K | 0.07% | 111 |
|
|
2021
Q1 | $263K | Sell |
6,741
-595
| -8% | -$21.1K | 0.06% | 110 |
|
|
2020
Q4 | $221K | Buy |
+7,336
| New | +$190K | 0.06% | 113 |
|
|
2020
Q2 | – | Sell |
-32,436
| Closed | -$931K | – | 101 |
|
|
2020
Q1 | $931K | Buy |
32,436
+24,367
| +302% | +$1.04M | 0.37% | 63 |
|
|
2019
Q4 | $434K | Buy |
8,069
+1,850
| +30% | +$96.9K | 0.14% | 81 |
|
|
2019
Q3 | $314K | Buy |
6,219
+195
| +3% | +$9.19K | 0.11% | 89 |
|
|
2019
Q2 | $285K | Buy |
6,024
+125
| +2% | +$5.85K | 0.1% | 90 |
|
|
2019
Q1 | $285K | Buy |
5,899
+325
| +6% | +$16K | 0.1% | 88 |
|
|
2018
Q4 | $257K | Buy |
5,574
+34
| +0.6% | +$1.74K | 0.11% | 90 |
|
|
2018
Q3 | $291K | Hold |
5,540
| – | – | 0.11% | 87 |
|
|
2018
Q2 | $307K | Hold |
5,540
| – | – | 0.12% | 84 |
|
|
2018
Q1 | $290K | Hold |
5,540
| – | – | 0.12% | 88 |
|
|
2017
Q4 | $336K | Buy |
5,540
+180
| +3% | +$10.2K | 0.13% | 82 |
|
|
2017
Q3 | $296K | Buy |
5,360
+60
| +1% | +$3.19K | 0.12% | 82 |
|
|
2017
Q2 | $294K | Buy |
5,300
+285
| +6% | +$15.3K | 0.12% | 81 |
|
|
2017
Q1 | $279K | Sell |
5,015
-620
| -11% | -$35.2K | 0.12% | 80 |
|
|
2016
Q4 | $311K | Buy |
+5,635
| New | +$283K | 0.14% | 80 |
|
Other funds holding WFC
CF
DJC
Sky Investment Group's WFC Position: Q2 2026 in Review
Sky Investment Group increased its Wells Fargo (WFC) stake by 1.4% in Q2 2026, buying an estimated $8.04K and bringing the position to 7,180 shares worth $593K. The position accounts for 0.09% of the portfolio, ranked #110.
Sky Investment Group first reported a position in WFC in Q4 2016 and has held it in 37 quarters since. The position peaked at $931K in Q1 2020. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Sky Investment Group held 7,180 shares of Wells Fargo worth $593K as of Q2 2026.
- Sky Investment Group bought 100 Wells Fargo shares in Q2 2026, an estimated $8.04K.
- Wells Fargo made up 0.09% of Sky Investment Group's portfolio in Q2 2026, its #110 holding.
- Sky Investment Group first reported a position in Wells Fargo in Q4 2016 and has held it in 37 quarters since.
- Sky Investment Group's Wells Fargo position peaked at $931K in Q1 2020.
- 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Sky Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.