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Valeo Financial Advisors’s Wells Fargo WFC Stock Holding History

Valeo Financial Advisors’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 		$3.73M Sell
45,097
-753
-2% -$60.5K 0.08% 116
2026
Q1 		$3.65M Sell
45,850
-11,410
-20% -$980K 0.09% 108
2025
Q4 		$5.34M Buy
57,260
+2,536
+5% +$220K 0.12% 90
2025
Q3 		$4.59M Buy
54,724
+2,616
+5% +$212K 0.1% 97
2025
Q2 		$4.17M Buy
52,108
+2,493
+5% +$180K 0.1% 102
2025
Q1 		$3.56M Buy
49,615
+553
+1% +$41.5K 0.1% 95
2024
Q4 		$3.45M Buy
49,062
+315
+0.6% +$21.5K 0.1% 100
2024
Q3 		$2.75M Sell
48,747
-2,175
-4% -$123K 0.08% 124
2024
Q2 		$3.02M Buy
50,922
+1,667
+3% +$98.4K 0.09% 103
2024
Q1 		$2.98M Sell
49,255
-6,610
-12% -$346K 0.11% 103
2023
Q4 		$2.75M Sell
55,865
-10,051
-15% -$434K 0.11% 105
2023
Q3 		$2.69M Buy
65,916
+5,330
+9% +$230K 0.12% 99
2023
Q2 		$2.59M Buy
60,586
+3,374
+6% +$136K 0.12% 99
2023
Q1 		$2.14M Sell
57,212
-2,754
-5% -$120K 0.1% 116
2022
Q4 		$2.48M Buy
59,966
+7,033
+13% +$311K 0.14% 97
2022
Q3 		$2.13M Sell
52,933
-1,023
-2% -$44K 0.14% 99
2022
Q2 		$2.11M Sell
53,956
-1,429
-3% -$62.7K 0.13% 95
2022
Q1 		$2.68M Buy
55,385
+714
+1% +$38.2K 0.14% 97
2021
Q4 		$2.62M Sell
54,671
-412
-0.7% -$20.3K 0.14% 89
2021
Q3 		$2.56M Buy
55,083
+5,772
+12% +$267K 0.15% 98
2021
Q2 		$2.23M Sell
49,311
-1,932
-4% -$86.3K 0.14% 101
2021
Q1 		$2M Sell
51,243
-572
-1% -$20.3K 0.09% 118
2020
Q4 		$1.56M Sell
51,815
-882
-2% -$22.8K 0.08% 124
2020
Q3 		$1.24M Sell
52,697
-16,918
-24% -$417K 0.11% 115
2020
Q2 		$1.78M Sell
69,615
-490
-0.7% -$13.4K 0.16% 86
2020
Q1 		$2.32M Sell
70,105
-4,440
-6% -$189K 0.25% 62
2019
Q4 		$4.01M Sell
74,545
-7,157
-9% -$375K 0.39% 44
2019
Q3 		$4.12M Buy
81,702
+4,682
+6% +$221K 0.46% 37
2019
Q2 		$3.65M Buy
77,020
+6,504
+9% +$304K 0.42% 40
2019
Q1 		$3.41M Sell
70,516
-2,796
-4% -$138K 0.41% 43
2018
Q4 		$3.38M Sell
73,312
-16,089
-18% -$824K 0.47% 37
2018
Q3 		$4.76M Sell
89,401
-4,049
-4% -$231K 0.64% 31
2018
Q2 		$5.39M Buy
93,450
+7,466
+9% +$400K 0.75% 25
2018
Q1 		$4.51M Sell
85,984
-1,046
-1% -$62.1K 0.72% 24
2017
Q4 		$5.28M Buy
87,030
+15,631
+22% +$883K 0.87% 19
2017
Q3 		$3.94M Buy
+71,399
New +$3.79M 0.89% 18

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Valeo Financial Advisors's WFC Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Wells Fargo (WFC) stake by 1.6% in Q2 2026, selling an estimated $60.5K and leaving 45,097 shares worth $3.73M. The position accounts for 0.08% of the portfolio, ranked #116.

Valeo Financial Advisors first reported a position in WFC in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.39M in Q2 2018. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Valeo Financial Advisors held 45,097 shares of Wells Fargo worth $3.73M as of Q2 2026.
  • Valeo Financial Advisors sold 753 Wells Fargo shares in Q2 2026, an estimated $60.5K.
  • Wells Fargo made up 0.08% of Valeo Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • Valeo Financial Advisors first reported a position in Wells Fargo in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Wells Fargo position peaked at $5.39M in Q2 2018.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.