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Slagle Financial’s Wells Fargo WFC Stock Holding History

Slagle Financial’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 		$3.64M Sell
44,044
-12,128
-22% -$975K 1.09% 40
2026
Q1 		$4.47M Buy
56,172
+2,489
+5% +$214K 1.48% 18
2025
Q4 		$5M Buy
53,683
+2,071
+4% +$180K 1.75% 13
2025
Q3 		$4.33M Buy
51,612
+704
+1% +$57.1K 1.59% 16
2025
Q2 		$4.08M Buy
50,908
+46,787
+1,135% +$3.37M 1.64% 18
2025
Q1 		$296K Sell
4,121
-648
-14% -$48.7K 0.13% 81
2024
Q4 		$335K Sell
4,769
-818
-15% -$55.8K 0.15% 79
2024
Q3 		$316K Sell
5,587
-144
-3% -$8.14K 0.14% 84
2024
Q2 		$340K Sell
5,731
-39,131
-87% -$2.31M 0.17% 79
2024
Q1 		$2.6M Sell
44,862
-93,732
-68% -$4.9M 1.41% 22
2023
Q4 		$3.41M Buy
138,594
+68,356
+97% +$2.95M 1.95% 13
2023
Q3 		$2.87M Buy
70,238
+5,029
+8% +$217K 1.76% 14
2023
Q2 		$2.78M Buy
+65,209
New +$2.62M 1.73% 14

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Slagle Financial's WFC Position: Q2 2026 in Review

Slagle Financial reduced its Wells Fargo (WFC) stake by 22% in Q2 2026, selling an estimated $975K and leaving 44,044 shares worth $3.64M. The position accounts for 1.09% of the portfolio, ranked #40.

Slagle Financial first reported a position in WFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $5M in Q4 2025. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Slagle Financial held 44,044 shares of Wells Fargo worth $3.64M as of Q2 2026.
  • Slagle Financial sold 12,128 Wells Fargo shares in Q2 2026, an estimated $975K.
  • Wells Fargo made up 1.09% of Slagle Financial's portfolio in Q2 2026, its #40 holding.
  • Slagle Financial first reported a position in Wells Fargo in Q2 2023 and has held it in 13 quarters since.
  • Slagle Financial's Wells Fargo position peaked at $5M in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.