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 Q3	$758K	Sell	9,472 -6	-0.1%	-$519	0.33%	65
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

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Smith Thornton Advisors's WFC Position: Q3 2026 in Review

Smith Thornton Advisors reduced its Wells Fargo (WFC) stake by 0.06% in Q3 2026, selling an estimated $519 and leaving 9,472 shares worth $758K. The position accounts for 0.33% of the portfolio, ranked #65.

Smith Thornton Advisors first reported a position in WFC in Q2 2024 and has held it in 10 quarters since. The position peaked at $869K in Q4 2025. 1,393 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Smith Thornton Advisors held 9,472 shares of Wells Fargo worth $758K as of Q3 2026.
Smith Thornton Advisors sold 6 Wells Fargo shares in Q3 2026, an estimated $519.
Wells Fargo made up 0.33% of Smith Thornton Advisors's portfolio in Q3 2026, its #65 holding.
Smith Thornton Advisors first reported a position in Wells Fargo in Q2 2024 and has held it in 10 quarters since.
Smith Thornton Advisors's Wells Fargo position peaked at $869K in Q4 2025.
1,393 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.