Smith Shellnut Wilson’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.59M | Buy |
30,922
+31
| +0.1% | +$2.51K | 1% | 22 |
|
|
2025
Q2 | $2.47M | Hold |
30,891
| – | – | 1.07% | 20 |
|
|
2025
Q1 | $2.22M | Buy |
30,891
+504
| +2% | +$37.8K | 1.02% | 26 |
|
|
2024
Q4 | $2.13M | Buy |
30,387
+31
| +0.1% | +$2.12K | 0.94% | 26 |
|
|
2024
Q3 | $1.71M | Sell |
30,356
-1,500
| -5% | -$84.8K | 0.78% | 29 |
|
|
2024
Q2 | $1.89M | Hold |
31,856
| – | – | 0.92% | 26 |
|
|
2024
Q1 | $1.85M | Hold |
31,856
| – | – | 0.98% | 23 |
|
|
2023
Q4 | $1.57M | Hold |
31,856
| – | – | 0.9% | 26 |
|
|
2023
Q3 | $1.3M | Hold |
31,856
| – | – | 0.8% | 27 |
|
|
2023
Q2 | $1.36M | Hold |
31,856
| – | – | 0.77% | 28 |
|
|
2023
Q1 | $1.19M | Hold |
31,856
| – | – | 0.72% | 28 |
|
|
2022
Q4 | $1.32M | Hold |
31,856
| – | – | 0.81% | 27 |
|
|
2022
Q3 | $1.28M | Hold |
31,856
| – | – | 0.85% | 26 |
|
|
2022
Q2 | $1.25M | Sell |
31,856
-4,693
| -13% | -$206K | 0.77% | 29 |
|
|
2022
Q1 | $1.77M | Sell |
36,549
-504
| -1% | -$27K | 0.93% | 24 |
|
|
2021
Q4 | $1.78M | Buy |
37,053
+1,000
| +3% | +$49.2K | 0.88% | 25 |
|
|
2021
Q3 | $1.67M | Buy |
36,053
+1,000
| +3% | +$46.3K | 0.97% | 25 |
|
|
2021
Q2 | $1.59M | Sell |
35,053
-125
| -0.4% | -$5.58K | 0.92% | 24 |
|
|
2021
Q1 | $1.37M | Sell |
35,178
-2,127
| -6% | -$75.3K | 0.84% | 27 |
|
|
2020
Q4 | $1.13M | Sell |
37,305
-5,849
| -14% | -$151K | 0.67% | 34 |
|
|
2020
Q3 | $1.01K | Sell |
43,154
-1,872
| -4% | -$46.1K | 0.38% | 40 |
|
|
2020
Q2 | $1.15M | Sell |
45,026
-1,607
| -3% | -$44K | 0.83% | 28 |
|
|
2020
Q1 | $1.34M | Buy |
46,633
+504
| +1% | +$21.4K | 1.12% | 21 |
|
|
2019
Q4 | $2.48M | Buy |
46,129
+2,900
| +7% | +$152K | 1.65% | 19 |
|
|
2019
Q3 | $2.18M | Sell |
43,229
-53
| -0.1% | -$2.5K | 1.61% | 19 |
|
|
2019
Q2 | $2.05M | Hold |
43,282
| – | – | 1.54% | 19 |
|
|
2019
Q1 | $2.09M | Buy |
43,282
+42
| +0.1% | +$2.07K | 1.66% | 18 |
|
|
2018
Q4 | $1.99M | Hold |
43,240
| – | – | 2.13% | 14 |
|
|
2018
Q3 | $2.27M | Buy |
+43,240
| New | +$2.47M | 2.04% | 12 |
|
|
2018
Q1 | $2.27M | Sell |
43,240
-1,082
| -2% | -$64.3K | 1.95% | 13 |
|
|
2017
Q4 | $2.69M | Hold |
44,322
| – | – | 2.28% | 11 |
|
|
2017
Q3 | $2.44M | Sell |
44,322
-59
| -0.1% | -$3.14K | 2.15% | 11 |
|
|
2017
Q2 | $2.1M | Buy |
44,381
+59
| +0.1% | +$3.16K | 2.18% | 12 |
|
|
2017
Q1 | $2.47M | Hold |
44,322
| – | – | 2.27% | 9 |
|
|
2016
Q4 | $2.44M | Buy |
+44,322
| New | +$2.23M | 2.35% | 9 |
|
Other funds holding WFC
Smith Shellnut Wilson's WFC Position: Q3 2025 in Review
Smith Shellnut Wilson increased its Wells Fargo (WFC) stake by 0.1% in Q3 2025, buying an estimated $2.51K and bringing the position to 30,922 shares worth $2.59M. The position accounts for 1% of the portfolio, ranked #22.
Smith Shellnut Wilson first reported a position in WFC in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.69M in Q4 2017. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.
- Smith Shellnut Wilson held 30,922 shares of Wells Fargo worth $2.59M as of Q3 2025.
- Smith Shellnut Wilson bought 31 Wells Fargo shares in Q3 2025, an estimated $2.51K.
- Wells Fargo made up 1% of Smith Shellnut Wilson's portfolio in Q3 2025, its #22 holding.
- Smith Shellnut Wilson first reported a position in Wells Fargo in Q4 2016 and has held it in 35 quarters since.
- Smith Shellnut Wilson's Wells Fargo position peaked at $2.69M in Q4 2017.
- 2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.
Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.