V-Square Quantitative Management’s Wells Fargo WFC Stock Holding History

V-Square Quantitative 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	$704K	Buy	8,520 +2,330	+38%	+$187K	0.07%	255
2026 Q1	$493K	Buy	6,190 +364	+6%	+$31.3K	0.05%	318
2025 Q4	$543K	Buy	+5,826	New	+$506K	0.06%	295
2025 Q3	–	Sell	-5,158	Closed	-$413K	–	592
2025 Q2	$413K	Buy	5,158 +1,567	+44%	+$113K	0.06%	340
2025 Q1	$258K	Buy	3,591 +36	+1%	+$2.7K	0.04%	436
2024 Q4	$250K	Sell	3,555 -438	-11%	-$29.9K	0.04%	458
2024 Q3	$226K	Buy	3,993 +305	+8%	+$17.3K	0.03%	498
2024 Q2	$219K	Sell	3,688 -13,607	-79%	-$803K	0.04%	451
2024 Q1	$1M	Hold	17,295	–	–	0.14%	117
2023 Q4	$851K	Buy	17,295 +12,673	+274%	+$547K	0.15%	104
2023 Q3	$189K	Buy	4,622 +4,337	+1,522%	+$187K	0.08%	381
2023 Q2	$12.2K	Buy	+285	New	+$11.5K	0.01%	414

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

V-Square Quantitative Management's WFC Position: Q2 2026 in Review

V-Square Quantitative Management increased its Wells Fargo (WFC) stake by 38% in Q2 2026, buying an estimated $187K and bringing the position to 8,520 shares worth $704K. The position accounts for 0.07% of the portfolio, ranked #255.

V-Square Quantitative Management first reported a position in WFC in Q2 2023 and has held it in 12 quarters since. The position peaked at $1M in Q1 2024. 1,000 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

V-Square Quantitative Management held 8,520 shares of Wells Fargo worth $704K as of Q2 2026.
V-Square Quantitative Management bought 2,330 Wells Fargo shares in Q2 2026, an estimated $187K.
Wells Fargo made up 0.07% of V-Square Quantitative Management's portfolio in Q2 2026, its #255 holding.
V-Square Quantitative Management first reported a position in Wells Fargo in Q2 2023 and has held it in 12 quarters since.
V-Square Quantitative Management's Wells Fargo position peaked at $1M in Q1 2024.
1,000 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.