Spirit of America Management Corp’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $248K | Hold |
3,000
| – | – | 0.05% | 215 |
|
|
2026
Q1 | $239K | Hold |
3,000
| – | – | 0.05% | 229 |
|
|
2025
Q4 | $280K | Buy |
3,000
+1,000
| +50% | +$86.8K | 0.06% | 220 |
|
|
2025
Q3 | $168K | Hold |
2,000
| – | – | 0.03% | 263 |
|
|
2025
Q2 | $160K | Hold |
2,000
| – | – | 0.03% | 259 |
|
|
2025
Q1 | $144K | Hold |
2,000
| – | – | 0.03% | 259 |
|
|
2024
Q4 | $140K | Hold |
2,000
| – | – | 0.03% | 259 |
|
|
2024
Q3 | $113K | Hold |
2,000
| – | – | 0.02% | 275 |
|
|
2024
Q2 | $119K | Hold |
2,000
| – | – | 0.02% | 271 |
|
|
2024
Q1 | $116K | Hold |
2,000
| – | – | 0.02% | 249 |
|
|
2023
Q4 | $98.4K | Hold |
2,000
| – | – | 0.02% | 244 |
|
|
2023
Q3 | $81.7K | Hold |
2,000
| – | – | 0.02% | 219 |
|
|
2023
Q2 | $85.4K | Hold |
2,000
| – | – | 0.02% | 218 |
|
|
2023
Q1 | $74.8K | Sell |
2,000
-4,500
| -69% | -$196K | 0.02% | 214 |
|
|
2022
Q4 | $268K | Hold |
6,500
| – | – | 0.06% | 173 |
|
|
2022
Q3 | $261K | Hold |
6,500
| – | – | 0.06% | 180 |
|
|
2022
Q2 | $255K | Hold |
6,500
| – | – | 0.06% | 184 |
|
|
2022
Q1 | $315K | Buy |
6,500
+1,000
| +18% | +$53.5K | 0.06% | 180 |
|
|
2021
Q4 | $264K | Hold |
5,500
| – | – | 0.05% | 191 |
|
|
2021
Q3 | $255K | Hold |
5,500
| – | – | 0.05% | 194 |
|
|
2021
Q2 | $249K | Buy |
+5,500
| New | +$246K | 0.05% | 190 |
|
|
2018
Q1 | – | Sell |
-23,376
| Closed | -$1.42M | – | 268 |
|
|
2017
Q4 | $1.42M | Buy |
23,376
+1,700
| +8% | +$96K | 0.16% | 112 |
|
|
2017
Q3 | $1.2M | Hold |
21,676
| – | – | 0.13% | 123 |
|
|
2017
Q2 | $1.2M | Hold |
21,676
| – | – | 0.13% | 118 |
|
|
2017
Q1 | $1.21M | Buy |
21,676
+1,770
| +9% | +$100K | 0.13% | 117 |
|
|
2016
Q4 | $1.1M | Buy |
19,906
+6,050
| +44% | +$304K | 0.13% | 120 |
|
|
2016
Q3 | $614K | Buy |
13,856
+1,300
| +10% | +$62.2K | 0.08% | 178 |
|
|
2016
Q2 | $594K | Sell |
12,556
-3,630
| -22% | -$177K | 0.09% | 172 |
|
|
2016
Q1 | $783K | Hold |
16,186
| – | – | 0.14% | 133 |
|
|
2015
Q4 | $880K | Hold |
16,186
| – | – | 0.17% | 119 |
|
|
2015
Q3 | $831K | Hold |
16,186
| – | – | 0.17% | 117 |
|
|
2015
Q2 | $910K | Sell |
16,186
-13,500
| -45% | -$753K | 0.18% | 121 |
|
|
2015
Q1 | $1.61M | Hold |
29,686
| – | – | 0.34% | 76 |
|
|
2014
Q4 | $1.63M | Hold |
29,686
| – | – | 0.41% | 65 |
|
|
2014
Q3 | $1.54M | Hold |
29,686
| – | – | 0.47% | 58 |
|
|
2014
Q2 | $1.56M | Hold |
29,686
| – | – | 0.62% | 39 |
|
|
2014
Q1 | $1.48M | Buy |
+29,686
| New | +$1.38M | 0.61% | 44 |
|
|
2013
Q4 | – | Sell |
-29,686
| Closed | -$1.23M | – | 192 |
|
|
2013
Q3 | $1.23M | Hold |
29,686
| – | – | 0.45% | 59 |
|
|
2013
Q2 | $1.23M | Buy |
+29,686
| New | +$1.16M | 0.44% | 65 |
|
Other funds holding WFC
Spirit of America Management Corp's WFC Position: Q2 2026 in Review
Spirit of America Management Corp held its Wells Fargo (WFC) position steady in Q2 2026 at 3,000 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #215.
Spirit of America Management Corp first reported a position in WFC in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.63M in Q4 2014. 1,830 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Spirit of America Management Corp held 3,000 shares of Wells Fargo worth $248K as of Q2 2026.
- Spirit of America Management Corp left its Wells Fargo share count unchanged in Q2 2026.
- Wells Fargo made up 0.05% of Spirit of America Management Corp's portfolio in Q2 2026, its #215 holding.
- Spirit of America Management Corp first reported a position in Wells Fargo in Q2 2013 and has held it in 39 quarters since.
- Spirit of America Management Corp's Wells Fargo position peaked at $1.63M in Q4 2014.
- 1,830 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.