Spring Capital Management’s Wells Fargo WFC Stock Holding History

Spring Capital 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	$218K	Hold	2,638	–	–	0.11%	54
2026 Q1	$210K	Hold	2,638	–	–	0.11%	49
2025 Q4	$246K	Hold	2,638	–	–	0.12%	49
2025 Q3	$221K	Hold	2,638	–	–	0.11%	49
2025 Q2	$211K	Buy	+2,638	New	+$190K	0.11%	50
2025 Q1	–	Sell	-4,128	Closed	-$290K	–	54
2024 Q4	$290K	Buy	+4,128	New	+$282K	0.17%	37

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

Spring Capital Management's WFC Position: Q2 2026 in Review

Spring Capital Management held its Wells Fargo (WFC) position steady in Q2 2026 at 2,638 shares worth $218K. The position accounts for 0.11% of the portfolio, ranked #54.

Spring Capital Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $290K in Q4 2024. 842 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Spring Capital Management held 2,638 shares of Wells Fargo worth $218K as of Q2 2026.
Spring Capital Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.11% of Spring Capital Management's portfolio in Q2 2026, its #54 holding.
Spring Capital Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
Spring Capital Management's Wells Fargo position peaked at $290K in Q4 2024.
842 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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