SSWM
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Smith Salley Wealth Management’s Wells Fargo WFC Stock Holding History

Smith Salley Wealth Management’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 		$554K Sell
6,700
-39,370
-85% -$3.16M 0.02% 192
2026
Q1 		$3.67M Buy
46,070
+1,792
+4% +$154K 0.18% 91
2025
Q4 		$4.13M Buy
44,278
+384
+0.9% +$33.3K 0.2% 80
2025
Q3 		$3.68M Buy
43,894
+658
+2% +$53.4K 0.19% 80
2025
Q2 		$3.46M Sell
43,236
-572
-1% -$41.2K 0.2% 78
2025
Q1 		$3.14M Buy
43,808
+1,474
+3% +$111K 0.21% 79
2024
Q4 		$2.97M Buy
42,334
+512
+1% +$35K 0.19% 81
2024
Q3 		$2.36M Buy
41,822
+61
+0.1% +$3.45K 0.15% 96
2024
Q2 		$2.48M Buy
41,761
+530
+1% +$31.3K 0.18% 82
2024
Q1 		$2.39M Sell
41,231
-19,239
-32% -$1.01M 0.19% 81
2023
Q4 		$2.98M Buy
60,470
+14,979
+33% +$646K 0.19% 86
2023
Q3 		$1.86M Sell
45,491
-1,838
-4% -$79.4K 0.14% 102
2023
Q2 		$2.02M Buy
+47,329
New +$1.91M 0.15% 101
2023
Q1 		– Sell
-4,939
Closed -$204K – 235
2022
Q4 		$204K Buy
+4,939
New +$219K 0.02% 215
2022
Q2 		– Sell
-4,938
Closed -$239K – 249
2022
Q1 		$239K Buy
4,938
+1
+0% +$54 0.02% 215
2021
Q4 		$237K Hold
4,937
– – 0.02% 228
2021
Q3 		$229K Buy
4,937
+181
+4% +$8.38K 0.02% 230
2021
Q2 		$215K Buy
+4,756
New +$212K 0.02% 235
2020
Q1 		– Sell
-4,532
Closed -$244K – 205
2019
Q4 		$244K Buy
+4,532
New +$237K 0.03% 180
2018
Q2 		– Sell
-11,085
Closed -$581K – 184
2018
Q1 		$581K Sell
11,085
-216,602
-95% -$12.9M 0.1% 110
2017
Q4 		$13.8M Buy
227,687
+74,511
+49% +$4.21M 2.47% 6
2017
Q3 		$8.45M Buy
153,176
+2,579
+2% +$137K 1.62% 14
2017
Q2 		$8.34M Buy
150,597
+681
+0.5% +$36.5K 1.68% 15
2017
Q1 		$8.34M Buy
149,916
+1,202
+0.8% +$68.2K 1.71% 13
2016
Q4 		$8.2M Buy
148,714
+3,402
+2% +$171K 1.71% 16
2016
Q3 		$6.43M Buy
145,312
+137,366
+1,729% +$6.57M 1.43% 22
2016
Q2 		$375K Buy
7,946
+676
+9% +$33K 0.09% 119
2016
Q1 		$351K Sell
7,270
-1,697
-19% -$83.1K 0.09% 120
2015
Q4 		$488K Sell
8,967
-150
-2% -$8.14K 0.12% 119
2015
Q3 		$468K Sell
9,117
-72
-0.8% -$3.96K 0.13% 118
2015
Q2 		$517K Sell
9,189
-205
-2% -$11.4K 0.13% 115
2015
Q1 		$511K Sell
9,394
-1,856
-16% -$100K 0.13% 118
2014
Q4 		$616K Sell
11,250
-1,062
-9% -$56.2K 0.16% 116
2014
Q3 		$638K Sell
12,312
-11,528
-48% -$593K 0.17% 122
2014
Q2 		$1.25M Buy
+23,840
New +$1.2M 0.33% 90

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
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Smith Salley Wealth Management's WFC Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Wells Fargo (WFC) stake by 85% in Q2 2026, selling an estimated $3.16M and leaving 6,700 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #192.

Smith Salley Wealth Management first reported a position in WFC in Q2 2014 and has held it in 35 quarters since. The position peaked at $13.8M in Q4 2017. 777 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Smith Salley Wealth Management held 6,700 shares of Wells Fargo worth $554K as of Q2 2026.
  • Smith Salley Wealth Management sold 39,370 Wells Fargo shares in Q2 2026, an estimated $3.16M.
  • Wells Fargo made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Smith Salley Wealth Management first reported a position in Wells Fargo in Q2 2014 and has held it in 35 quarters since.
  • Smith Salley Wealth Management's Wells Fargo position peaked at $13.8M in Q4 2017.
  • 777 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.