Sweeney & Michel’s Wells Fargo WFC Stock Holding History

Sweeney & Michel’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 Q3	$1.46M	Buy	18,299 +37	+0.2%	+$3.2K	0.39%	42
2026 Q2	$1.59M	Sell	18,262 -2,457	-12%	-$197K	0.42%	41
2026 Q1	$1.8M	Buy	20,719 +41	+0.2%	+$3.52K	0.53%	35
2025 Q4	$1.84M	Buy	20,678 +94	+0.5%	+$8.16K	0.54%	35
2025 Q3	$1.6M	Sell	20,584 -1,573	-7%	-$128K	0.54%	34
2025 Q2	$1.83M	Sell	22,157 -623	-3%	-$44.9K	0.65%	30
2025 Q1	$1.41M	Buy	+22,780	New	+$1.71M	0.62%	32
2024 Q3	$1.56M	Buy	24,173 +1,956	+9%	+$111K	0.61%	31
2024 Q2	$1.33M	Buy	22,217 +51	+0.2%	+$3.01K	0.57%	33
2024 Q1	$1.37M	Buy	+22,166	New	+$1.16M	0.61%	29
2023 Q3	$905K	Buy	22,096 +71	+0.3%	+$3.06K	0.47%	38
2023 Q2	$980K	Hold	22,025	–	–	0.5%	35
2023 Q1	$909K	Buy	+22,025	New	+$960K	0.48%	38

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Sweeney & Michel's WFC Position: Q3 2026 in Review

Sweeney & Michel increased its Wells Fargo (WFC) stake by 0.2% in Q3 2026, buying an estimated $3.2K and bringing the position to 18,299 shares worth $1.46M. The position accounts for 0.39% of the portfolio, ranked #42.

Sweeney & Michel first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.84M in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Sweeney & Michel held 18,299 shares of Wells Fargo worth $1.46M as of Q3 2026.
Sweeney & Michel bought 37 Wells Fargo shares in Q3 2026, an estimated $3.2K.
Wells Fargo made up 0.39% of Sweeney & Michel's portfolio in Q3 2026, its #42 holding.
Sweeney & Michel first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Wells Fargo position peaked at $1.84M in Q4 2025.
863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.