SGK
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Steigerwald Gordon & Koch’s Wells Fargo WFC Stock Holding History

Steigerwald Gordon & Koch’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 		$26.9M Sell
325,174
-3,464
-1% -$278K 2.66% 15
2026
Q1 		$26.2M Sell
328,638
-365
-0.1% -$31.4K 2.69% 12
2025
Q4 		$30.7M Sell
329,003
-5,168
-2% -$449K 2.94% 6
2025
Q3 		$28M Sell
334,171
-3,042
-0.9% -$247K 2.69% 10
2025
Q2 		$27M Sell
337,213
-619
-0.2% -$44.6K 2.85% 13
2025
Q1 		$24.3M Sell
337,832
-3,914
-1% -$294K 2.71% 15
2024
Q4 		$24M Buy
341,746
+3,913
+1% +$267K 2.71% 11
2024
Q3 		$19.1M Buy
337,833
+11,682
+4% +$661K 2.08% 22
2024
Q2 		$19.4M Buy
326,151
+4,468
+1% +$264K 2.34% 16
2024
Q1 		$18.6M Buy
321,683
+2,683
+0.8% +$140K 2.32% 17
2023
Q4 		$15.7M Buy
319,000
+2,332
+0.7% +$101K 2.12% 20
2023
Q3 		$12.9M Buy
316,668
+6,849
+2% +$296K 1.97% 24
2023
Q2 		$13.2M Buy
309,819
+6,590
+2% +$265K 1.94% 26
2023
Q1 		$11.3M Buy
303,229
+10,666
+4% +$465K 1.69% 35
2022
Q4 		$12.1M Buy
292,563
+7,111
+2% +$315K 1.92% 25
2022
Q3 		$11.5M Buy
285,452
+9,298
+3% +$399K 2.1% 21
2022
Q2 		$10.8M Buy
276,154
+4,808
+2% +$211K 1.88% 25
2022
Q1 		$13.1M Buy
271,346
+2,285
+0.8% +$122K 2.01% 22
2021
Q4 		$12.9M Buy
269,061
+2,832
+1% +$139K 1.94% 23
2021
Q3 		$12.4M Buy
266,229
+5,801
+2% +$268K 2.02% 22
2021
Q2 		$11.8M Buy
260,428
+12,460
+5% +$556K 1.95% 26
2021
Q1 		$9.69M Buy
247,968
+16,396
+7% +$580K 1.8% 25
2020
Q4 		$6.99M Buy
231,572
+23,582
+11% +$611K 1.42% 32
2020
Q3 		$4.89M Buy
207,990
+37,787
+22% +$931K 1.16% 33
2020
Q2 		$4.36M Buy
170,203
+152,650
+870% +$4.18M 1.15% 33
2020
Q1 		$504K Buy
+17,553
New +$746K 0.17% 59

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Steigerwald Gordon & Koch's WFC Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its Wells Fargo (WFC) stake by 1.1% in Q2 2026, selling an estimated $278K and leaving 325,174 shares worth $26.9M. The position accounts for 2.66% of the portfolio, ranked #15.

Steigerwald Gordon & Koch first reported a position in WFC in Q1 2020 and has held it in 26 quarters since. The position peaked at $30.7M in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Steigerwald Gordon & Koch held 325,174 shares of Wells Fargo worth $26.9M as of Q2 2026.
  • Steigerwald Gordon & Koch sold 3,464 Wells Fargo shares in Q2 2026, an estimated $278K.
  • Wells Fargo made up 2.66% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #15 holding.
  • Steigerwald Gordon & Koch first reported a position in Wells Fargo in Q1 2020 and has held it in 26 quarters since.
  • Steigerwald Gordon & Koch's Wells Fargo position peaked at $30.7M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.