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Tradewinds Capital Management’s Wells Fargo WFC Stock Holding History

Tradewinds 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 		$608K Hold
7,361
– – 0.11% 63
2026
Q1 		$586K Buy
7,361
+12
+0.2% +$1.03K 0.12% 55
2025
Q4 		$685K Hold
7,349
– – 0.14% 50
2025
Q3 		$616K Hold
7,349
– – 0.14% 55
2025
Q2 		$589K Sell
7,349
-383
-5% -$27.6K 0.15% 55
2025
Q1 		$555K Hold
7,732
– – 0.15% 53
2024
Q4 		$543K Buy
7,732
+3,494
+82% +$239K 0.14% 61
2024
Q3 		$239K Hold
4,238
– – 0.06% 79
2024
Q2 		$252K Buy
4,238
+13
+0.3% +$767 0.07% 71
2024
Q1 		$245K Buy
4,225
+3,400
+412% +$178K 0.07% 67
2023
Q4 		$40.6K Buy
825
+30
+4% +$1.29K 0.02% 140
2023
Q3 		$32.5K Hold
795
– – 0.01% 152
2023
Q2 		$33.9K Hold
795
– – 0.01% 148
2023
Q1 		$29.7K Hold
795
– – 0.01% 153
2022
Q4 		$32.8K Hold
795
– – 0.02% 130
2022
Q3 		$32K Hold
795
– – 0.01% 132
2022
Q2 		$31K Sell
795
-2,866
-78% -$126K 0.01% 133
2022
Q1 		$177K Buy
3,661
+1
+0% +$54 0.03% 124
2021
Q4 		$176K Sell
3,660
-499
-12% -$24.6K 0.03% 132
2021
Q3 		$193K Buy
4,159
+1
+0% +$46 0.03% 118
2021
Q2 		$188K Buy
4,158
+604
+17% +$27K 0.03% 126
2021
Q1 		$139K Sell
3,554
-499
-12% -$17.7K 0.03% 134
2020
Q4 		$122K Buy
4,053
+1,223
+43% +$31.7K 0.03% 141
2020
Q3 		$67K Buy
2,830
+741
+35% +$18.3K 0.02% 170
2020
Q2 		$53K Sell
2,089
-206
-9% -$5.64K 0.01% 186
2020
Q1 		$66K Sell
2,295
-357
-13% -$15.2K 0.02% 159
2019
Q4 		$143K Buy
2,652
+6
+0.2% +$314 0.04% 116
2019
Q3 		$133K Buy
2,646
+5
+0.2% +$236 0.05% 106
2019
Q2 		$125K Buy
2,641
+5
+0.2% +$234 0.05% 108
2019
Q1 		$127K Sell
2,636
-1,179
-31% -$58K 0.05% 130
2018
Q4 		$176K Sell
3,815
-666
-15% -$34.1K 0.09% 102
2018
Q3 		$236K Buy
4,481
+655
+17% +$37.4K 0.09% 97
2018
Q2 		$212K Buy
3,826
+308
+9% +$16.5K 0.09% 104
2018
Q1 		$184K Sell
3,518
-479
-12% -$28.5K 0.08% 108
2017
Q4 		$243K Sell
3,997
-194
-5% -$11K 0.12% 92
2017
Q3 		$231K Buy
4,191
+8
+0.2% +$425 0.12% 93
2017
Q2 		$232K Sell
4,183
-471
-10% -$25.2K 0.12% 91
2017
Q1 		$259K Sell
4,654
-3,707
-44% -$210K 0.16% 78
2016
Q4 		$461K Buy
8,361
+2,910
+53% +$146K 0.3% 53
2016
Q3 		$241K Buy
5,451
+2,198
+68% +$105K 0.17% 80
2016
Q2 		$154K Buy
3,253
+147
+5% +$7.17K 0.11% 106
2016
Q1 		$150K Sell
3,106
-273
-8% -$13.4K 0.1% 122
2015
Q4 		$184K Buy
3,379
+1
+0% +$54 0.13% 106
2015
Q3 		$173K Buy
3,378
+110
+3% +$6.05K 0.14% 106
2015
Q2 		$184K Buy
3,268
+113
+4% +$6.3K 0.13% 111
2015
Q1 		$172K Sell
3,155
-100
-3% -$5.4K 0.13% 115
2014
Q4 		$178K Sell
3,255
-888
-21% -$47K 0.13% 113
2014
Q3 		$215K Hold
4,143
– – 0.16% 105
2014
Q2 		$218K Sell
4,143
-101
-2% -$5.08K 0.17% 105
2014
Q1 		$211K Sell
4,244
-322
-7% -$15K 0.17% 106
2013
Q4 		$207K Buy
+4,566
New +$197K 0.17% 105

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

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

Tradewinds Capital Management held its Wells Fargo (WFC) position steady in Q2 2026 at 7,361 shares worth $608K. The position accounts for 0.11% of the portfolio, ranked #63.

Tradewinds Capital Management first reported a position in WFC in Q4 2013 and has held it in 51 quarters since. The position peaked at $685K in Q4 2025. 1,038 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Tradewinds Capital Management held 7,361 shares of Wells Fargo worth $608K as of Q2 2026.
  • Tradewinds Capital Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.11% of Tradewinds Capital Management's portfolio in Q2 2026, its #63 holding.
  • Tradewinds Capital Management first reported a position in Wells Fargo in Q4 2013 and has held it in 51 quarters since.
  • Tradewinds Capital Management's Wells Fargo position peaked at $685K in Q4 2025.
  • 1,038 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.