Steph & Co’s Wells Fargo WFC Stock Holding History

Steph & Co’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	$784K	Hold	9,488	–	–	0.2%	43
2026 Q1	$755K	Sell	9,488 -360	-4%	-$30.9K	0.22%	40
2025 Q4	$918K	Hold	9,848	–	–	0.26%	31
2025 Q3	$825K	Sell	9,848 -400	-4%	-$32.4K	0.25%	36
2025 Q2	$821K	Hold	10,248	–	–	0.27%	36
2025 Q1	$736K	Hold	10,248	–	–	0.26%	40
2024 Q4	$720K	Hold	10,248	–	–	0.24%	41
2024 Q3	$579K	Hold	10,248	–	–	0.18%	53
2024 Q2	$609K	Hold	10,248	–	–	0.21%	48
2024 Q1	$594K	Hold	10,248	–	–	0.2%	52
2023 Q4	$504K	Hold	10,248	–	–	0.25%	48
2023 Q3	$419K	Hold	10,248	–	–	0.23%	60
2023 Q2	$437K	Hold	10,248	–	–	0.24%	57
2023 Q1	$383K	Hold	10,248	–	–	0.24%	62
2022 Q4	$423K	Hold	10,248	–	–	0.27%	55
2022 Q3	$412K	Hold	10,248	–	–	0.29%	51
2022 Q2	$401K	Sell	10,248 -586	-5%	-$25.7K	0.24%	52
2022 Q1	$525K	Hold	10,834	–	–	0.31%	42
2021 Q4	$520K	Buy	10,834 +586	+6%	+$28.9K	0.3%	38
2021 Q3	$476K	Hold	10,248	–	–	0.3%	39
2021 Q2	$464K	Hold	10,248	–	–	0.3%	35
2021 Q1	$400K	Hold	10,248	–	–	0.28%	33
2020 Q4	$309K	Hold	10,248	–	–	0.24%	42
2020 Q3	$241K	Sell	10,248 -1,000	-9%	-$24.6K	0.23%	45
2020 Q2	$288K	Hold	11,248	–	–	0.29%	39
2020 Q1	$323K	Sell	11,248 -5,097	-31%	-$217K	0.37%	36
2019 Q4	$879K	Buy	+16,345	New	+$856K	0.75%	28

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Steph & Co's WFC Position: Q2 2026 in Review

Steph & Co held its Wells Fargo (WFC) position steady in Q2 2026 at 9,488 shares worth $784K. The position accounts for 0.2% of the portfolio, ranked #43.

Steph & Co first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $918K in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Steph & Co held 9,488 shares of Wells Fargo worth $784K as of Q2 2026.
Steph & Co left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.2% of Steph & Co's portfolio in Q2 2026, its #43 holding.
Steph & Co first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
Steph & Co's Wells Fargo position peaked at $918K in Q4 2025.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.