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Steel Grove Capital Advisors’s Wells Fargo WFC Stock Holding History

Steel Grove Capital 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 		$407K Hold
4,924
– – 0.04% 153
2026
Q1 		$392K Buy
4,924
+40
+0.8% +$3.44K 0.04% 155
2025
Q4 		$455K Hold
4,884
– – 0.05% 124
2025
Q3 		$391K Hold
4,884
– – 0.05% 133
2025
Q2 		$391K Hold
4,884
– – 0.05% 131
2025
Q1 		$351K Hold
4,884
– – 0.05% 129
2024
Q4 		$343K Hold
4,884
– – 0.05% 133
2024
Q3 		$273K Hold
4,884
– – 0.04% 147
2024
Q2 		$290K Sell
4,884
-2,518
-34% -$149K 0.04% 147
2024
Q1 		$429K Buy
7,402
+2,500
+51% +$131K 0.06% 134
2023
Q4 		$241K Sell
4,902
-110
-2% -$4.75K 0.03% 163
2023
Q3 		$205K Buy
5,012
+110
+2% +$4.75K 0.03% 179
2023
Q2 		$209K Buy
+4,902
New +$197K 0.03% 178
2021
Q2 		– Sell
-52,547
Closed -$2.05M – 146
2021
Q1 		$2.05M Hold
52,547
– – 0.67% 22
2020
Q4 		$1.59M Hold
52,547
– – 0.52% 26
2020
Q3 		$1.24M Sell
52,547
-729
-1% -$18K 0.5% 46
2020
Q2 		$1.36M Buy
53,276
+2,761
+5% +$75.5K 0.61% 27
2020
Q1 		$1.45M Sell
50,515
-553
-1% -$23.5K 0.95% 18
2019
Q4 		$2.75M Buy
51,068
+834
+2% +$43.7K 1.54% 12
2019
Q3 		$2.53M Hold
50,234
– – 1.5% 14
2019
Q2 		$2.38M Hold
50,234
– – 1.48% 13
2019
Q1 		$2.43M Sell
50,234
-13,119
-21% -$645K 1.57% 13
2018
Q4 		$2.92M Sell
63,353
-8,266
-12% -$423K 0.41% 77
2018
Q3 		$3.76M Buy
71,619
+8,314
+13% +$475K 0.53% 64
2018
Q2 		$3.51M Buy
63,305
+161
+0.3% +$8.63K 0.56% 65
2018
Q1 		$3.31M Sell
63,144
-977
-2% -$58K 0.52% 64
2017
Q4 		$3.89M Buy
64,121
+25
+0% +$1.41K 0.59% 57
2017
Q3 		$3.54M Sell
64,096
-142
-0.2% -$7.55K 0.64% 57
2017
Q2 		$3.56M Sell
64,238
-7,458
-10% -$400K 0.63% 55
2017
Q1 		$3.99M Sell
71,696
-1,436
-2% -$81.5K 0.7% 53
2016
Q4 		$4.03M Buy
73,132
+8,028
+12% +$404K 0.81% 53
2016
Q3 		$2.88M Buy
65,104
+1,004
+2% +$48K 0.65% 57
2016
Q2 		$3.03M Buy
64,100
+4
+0% +$195 0.75% 52
2016
Q1 		$3.1M Sell
64,096
-391
-0.6% -$19.1K 0.79% 53
2015
Q4 		$3.5M Sell
64,487
-1,970
-3% -$107K 0.87% 38
2015
Q3 		$3.41M Buy
66,457
+914
+1% +$50.3K 0.85% 49
2015
Q2 		$3.69M Buy
65,543
+3,357
+5% +$187K 0.82% 58
2015
Q1 		$3.38M Buy
+62,186
New +$3.36M 0.76% 57
2014
Q3 		$2.94M Buy
56,769
+4,402
+8% +$226K 0.69% 58
2014
Q2 		$2.75M Buy
52,367
+55
+0.1% +$2.77K 0.65% 62
2014
Q1 		$2.6M Hold
52,312
– – 0.65% 58
2013
Q4 		$2.38M Sell
52,312
-942
-2% -$40.7K 0.6% 58
2013
Q3 		$2.2M Buy
53,254
+1,420
+3% +$60.6K 0.62% 60
2013
Q2 		$2.14M Buy
+51,834
New +$2.02M 0.68% 58

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
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

Steel Grove Capital Advisors's WFC Position: Q2 2026 in Review

Steel Grove Capital Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 4,924 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #153.

Steel Grove Capital Advisors first reported a position in WFC in Q2 2013 and has held it in 44 quarters since. The position peaked at $4.03M in Q4 2016. 1,051 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Steel Grove Capital Advisors held 4,924 shares of Wells Fargo worth $407K as of Q2 2026.
  • Steel Grove Capital Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.04% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #153 holding.
  • Steel Grove Capital Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 44 quarters since.
  • Steel Grove Capital Advisors's Wells Fargo position peaked at $4.03M in Q4 2016.
  • 1,051 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.