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Sompo Asset Management’s Wells Fargo WFC Stock Holding History

Sompo Asset 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 		$902K Sell
10,910
-1,470
-12% -$118K 0.15% 88
2026
Q1 		$986K Hold
12,380
– – 0.18% 83
2025
Q4 		$1.15M Sell
12,380
-1,440
-10% -$125K 0.2% 76
2025
Q3 		$1.16M Sell
13,820
-240
-2% -$19.5K 0.2% 79
2025
Q2 		$1.13M Sell
14,060
-4,250
-23% -$306K 0.2% 77
2025
Q1 		$1.31M Buy
18,310
+400
+2% +$30K 0.24% 70
2024
Q4 		$1.26M Sell
17,910
-1,750
-9% -$119K 0.21% 69
2024
Q3 		$1.11M Sell
19,660
-290
-1% -$16.4K 0.17% 74
2024
Q2 		$1.18M Sell
19,950
-1,050
-5% -$62K 0.2% 73
2024
Q1 		$1.22M Buy
21,000
+2,590
+14% +$136K 0.2% 72
2023
Q4 		$906K Buy
18,410
+1,060
+6% +$45.7K 0.16% 93
2023
Q3 		$709K Sell
17,350
-4,230
-20% -$183K 0.16% 109
2023
Q2 		$921K Sell
21,580
-53,670
-71% -$2.16M 0.17% 89
2023
Q1 		$2.81M Sell
75,250
-3,870
-5% -$169K 0.59% 47
2022
Q4 		$3.27M Sell
79,120
-22,340
-22% -$989K 0.75% 41
2022
Q3 		$4.08M Buy
101,460
+3,840
+4% +$165K 1.04% 26
2022
Q2 		$3.82M Buy
97,620
+400
+0.4% +$17.6K 0.97% 30
2022
Q1 		$4.71M Sell
97,220
-6,510
-6% -$348K 1.02% 30
2021
Q4 		$4.98M Buy
103,730
+6,490
+7% +$320K 0.99% 29
2021
Q3 		$4.51M Sell
97,240
-21,890
-18% -$1.01M 1.04% 29
2021
Q2 		$5.39M Buy
119,130
+2,460
+2% +$110K 1.1% 26
2021
Q1 		$4.56M Sell
116,670
-2,450
-2% -$86.7K 1.04% 30
2020
Q4 		$3.6M Sell
119,120
-29,700
-20% -$769K 0.78% 46
2020
Q3 		$3.5M Buy
148,820
+590
+0.4% +$14.5K 0.84% 43
2020
Q2 		$3.79M Sell
148,230
-44,730
-23% -$1.22M 0.96% 37
2020
Q1 		$5.54M Buy
192,960
+25,860
+15% +$1.1M 1.47% 23
2019
Q4 		$8.99M Sell
167,100
-11,800
-7% -$618K 2.11% 9
2019
Q3 		$9.02M Buy
178,900
+12,130
+7% +$571K 2.25% 12
2019
Q2 		$7.89M Buy
166,770
+2,930
+2% +$137K 2.34% 13
2019
Q1 		$7.92M Sell
163,840
-33,880
-17% -$1.67M 2.48% 9
2018
Q4 		$9.11M Sell
197,720
-75,160
-28% -$3.85M 2.68% 7
2018
Q3 		$14.3M Buy
272,880
+30,320
+13% +$1.73M 2.97% 6
2018
Q2 		$13.4M Sell
242,560
-157,077
-39% -$8.42M 3.04% 3
2018
Q1 		$20.9M Sell
399,637
-4,280
-1% -$254K 3.4% 3
2017
Q4 		$24.5M Buy
403,917
+17,330
+4% +$979K 3.58% 1
2017
Q3 		$21.3M Sell
386,587
-13,160
-3% -$699K 3.25% 1
2017
Q2 		$22.1M Sell
399,747
-90,524
-18% -$4.85M 3.33% 1
2017
Q1 		$27.3M Sell
490,271
-12,720
-3% -$722K 3.4% 1
2016
Q4 		$27.7M Buy
+502,991
New +$25.3M 3.61% 1

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Sompo Asset Management's WFC Position: Q2 2026 in Review

Sompo Asset Management reduced its Wells Fargo (WFC) stake by 12% in Q2 2026, selling an estimated $118K and leaving 10,910 shares worth $902K. The position accounts for 0.15% of the portfolio, ranked #88.

Sompo Asset Management first reported a position in WFC in Q4 2016 and has held it in 39 quarters since. The position peaked at $27.7M in Q4 2016. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Sompo Asset Management held 10,910 shares of Wells Fargo worth $902K as of Q2 2026.
  • Sompo Asset Management sold 1,470 Wells Fargo shares in Q2 2026, an estimated $118K.
  • Wells Fargo made up 0.15% of Sompo Asset Management's portfolio in Q2 2026, its #88 holding.
  • Sompo Asset Management first reported a position in Wells Fargo in Q4 2016 and has held it in 39 quarters since.
  • Sompo Asset Management's Wells Fargo position peaked at $27.7M in Q4 2016.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.