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Telos Capital Management’s Wells Fargo WFC Stock Holding History

Telos 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 		$1.15M Sell
13,956
-100
-0.7% -$8.04K 0.1% 118
2026
Q1 		$1.12M Hold
14,056
– – 0.11% 113
2025
Q4 		$1.31M Hold
14,056
– – 0.12% 113
2025
Q3 		$1.18M Sell
14,056
-49
-0.3% -$3.97K 0.11% 115
2025
Q2 		$1.13M Buy
14,105
+789
+6% +$56.9K 0.12% 117
2025
Q1 		$956K Sell
13,316
-220
-2% -$16.5K 0.1% 120
2024
Q4 		$951K Sell
13,536
-2,190
-14% -$150K 0.1% 121
2024
Q3 		$888K Sell
15,726
-3,440
-18% -$195K 0.09% 122
2024
Q2 		$1.14M Sell
19,166
-225
-1% -$13.3K 0.13% 112
2024
Q1 		$1.12M Sell
19,391
-1,000
-5% -$52.3K 0.13% 112
2023
Q4 		$1M Hold
20,391
– – 0.12% 117
2023
Q3 		$833K Hold
20,391
– – 0.12% 116
2023
Q2 		$870K Sell
20,391
-3,000
-13% -$121K 0.12% 115
2023
Q1 		$874K Hold
23,391
– – 0.12% 115
2022
Q4 		$966K Sell
23,391
-800
-3% -$35.4K 0.14% 109
2022
Q3 		$973K Buy
24,191
+3,800
+19% +$163K 0.16% 102
2022
Q2 		$799K Sell
20,391
-1,415
-6% -$62.1K 0.12% 111
2022
Q1 		$1.06M Sell
21,806
-3,121
-13% -$167K 0.14% 108
2021
Q4 		$1.2M Buy
24,927
+284
+1% +$14K 0.15% 103
2021
Q3 		$1.14M Hold
24,643
– – 0.16% 105
2021
Q2 		$1.12M Sell
24,643
-200
-0.8% -$8.93K 0.15% 107
2021
Q1 		$971K Sell
24,843
-39
-0.2% -$1.38K 0.14% 109
2020
Q4 		$751K Sell
24,882
-24,613
-50% -$637K 0.11% 114
2020
Q3 		$1.16M Sell
49,495
-7,182
-13% -$177K 0.2% 98
2020
Q2 		$1.45M Sell
56,677
-10,776
-16% -$295K 0.28% 92
2020
Q1 		$1.93M Buy
67,453
+31,708
+89% +$1.35M 0.48% 71
2019
Q4 		$1.92M Buy
35,745
+24,479
+217% +$1.28M 0.44% 77
2019
Q3 		$569K Buy
11,266
+5,247
+87% +$247K 0.16% 117
2019
Q2 		$285K Buy
6,019
+395
+7% +$18.5K 0.08% 135
2019
Q1 		$272K Buy
5,624
+234
+4% +$11.5K 0.08% 134
2018
Q4 		$248K Buy
5,390
+216
+4% +$11.1K 0.09% 131
2018
Q3 		$272K Buy
5,174
+1,415
+38% +$80.8K 0.09% 138
2018
Q2 		$208K Buy
+3,759
New +$201K 0.07% 147
2018
Q1 		– Sell
-3,904
Closed -$237K – 154
2017
Q4 		$237K Sell
3,904
-887
-19% -$50.1K 0.08% 136
2017
Q3 		$264K Sell
4,791
-1,565
-25% -$83.2K 0.1% 126
2017
Q2 		$352K Sell
6,356
-347
-5% -$18.6K 0.14% 117
2017
Q1 		$373K Buy
6,703
+193
+3% +$11K 0.16% 115
2016
Q4 		$359K Sell
6,510
-58,424
-90% -$2.94M 0.16% 114
2016
Q3 		$2.88M Sell
64,934
-564
-0.9% -$27K 1.34% 18
2016
Q2 		$3.1M Buy
65,498
+1,941
+3% +$94.6K 1.52% 13
2016
Q1 		$3.07M Buy
63,557
+4,533
+8% +$222K 1.61% 12
2015
Q4 		$3.21M Buy
59,024
+15,275
+35% +$829K 1.73% 9
2015
Q3 		$2.25M Buy
43,749
+3,984
+10% +$219K 1.37% 18
2015
Q2 		$2.24M Buy
39,765
+1,251
+3% +$69.7K 1.23% 19
2015
Q1 		$2.1M Buy
38,514
+1,426
+4% +$77.1K 1.22% 22
2014
Q4 		$2.03M Sell
37,088
-1,486
-4% -$78.7K 1.24% 19
2014
Q3 		$2M Sell
38,574
-277
-0.7% -$14.2K 1.24% 17
2014
Q2 		$2.04M Buy
38,851
+1,081
+3% +$54.3K 1.26% 15
2014
Q1 		$1.88M Sell
37,770
-126
-0.3% -$5.87K 1.31% 16
2013
Q4 		$1.72M Buy
37,896
+1,803
+5% +$77.9K 1.26% 18
2013
Q3 		$1.49M Buy
36,093
+1,773
+5% +$75.7K 1.21% 21
2013
Q2 		$1.42M Buy
+34,320
New +$1.34M 1.24% 25

Other funds holding WFC

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Telos Capital Management reduced its Wells Fargo (WFC) stake by 0.71% in Q2 2026, selling an estimated $8.04K and leaving 13,956 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #118.

Telos Capital Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.21M in Q4 2015. 970 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Telos Capital Management held 13,956 shares of Wells Fargo worth $1.15M as of Q2 2026.
  • Telos Capital Management sold 100 Wells Fargo shares in Q2 2026, an estimated $8.04K.
  • Wells Fargo made up 0.1% of Telos Capital Management's portfolio in Q2 2026, its #118 holding.
  • Telos Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Telos Capital Management's Wells Fargo position peaked at $3.21M in Q4 2015.
  • 970 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Telos Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.