Smith Thornton Advisors’s Wells Fargo WFC Stock Holding History

Smith Thornton Advisors’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	$831K	Buy	9,478 +6	+0.1%	+$482	0.37%	64
2026 Q1	$754K	Buy	9,472 +151	+2%	+$13K	0.38%	62
2025 Q4	$869K	Sell	9,321 -270	-3%	-$23.4K	0.44%	58
2025 Q3	$804K	Hold	9,591	–	–	0.42%	59
2025 Q2	$768K	Hold	9,591	–	–	0.44%	56
2025 Q1	$689K	Hold	9,591	–	–	0.43%	58
2024 Q4	$674K	Hold	9,591	–	–	0.43%	66
2024 Q3	$542K	Hold	9,591	–	–	0.36%	73
2024 Q2	$570K	Buy	+9,591	New	+$566K	0.42%	68

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Smith Thornton Advisors's WFC Position: Q2 2026 in Review

Smith Thornton Advisors increased its Wells Fargo (WFC) stake by 0.06% in Q2 2026, buying an estimated $482 and bringing the position to 9,478 shares worth $831K. The position accounts for 0.37% of the portfolio, ranked #64.

Smith Thornton Advisors first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $869K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Smith Thornton Advisors held 9,478 shares of Wells Fargo worth $831K as of Q2 2026.
Smith Thornton Advisors bought 6 Wells Fargo shares in Q2 2026, an estimated $482.
Wells Fargo made up 0.37% of Smith Thornton Advisors's portfolio in Q2 2026, its #64 holding.
Smith Thornton Advisors first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's Wells Fargo position peaked at $869K in Q4 2025.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.