Van Hulzen Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $374K | Sell |
4,531
-182
| -4% | -$14.6K | 0.03% | 286 |
|
|
2026
Q1 | $375K | Buy |
4,713
+2,137
| +83% | +$184K | 0.03% | 267 |
|
|
2025
Q4 | $240K | Buy |
2,576
+185
| +8% | +$16.1K | 0.02% | 295 |
|
|
2025
Q3 | $200K | Buy |
+2,391
| New | +$194K | 0.01% | 322 |
|
|
2025
Q1 | – | Sell |
-1,285
| Closed | -$90.3K | – | 1120 |
|
|
2024
Q4 | $90.3K | Buy |
+1,285
| New | +$87.7K | 0.01% | 412 |
|
|
2020
Q4 | – | Sell |
-16,098
| Closed | -$378K | – | 311 |
|
|
2020
Q3 | $378K | Sell |
16,098
-1,743
| -10% | -$43K | 0.06% | 165 |
|
|
2020
Q2 | $457K | Buy |
17,841
+2,626
| +17% | +$71.8K | 0.07% | 134 |
|
|
2020
Q1 | $437K | Sell |
15,215
-23,847
| -61% | -$1.01M | 0.09% | 129 |
|
|
2019
Q4 | $2.1M | Buy |
39,062
+29,634
| +314% | +$1.55M | 0.41% | 60 |
|
|
2019
Q3 | $476K | Hold |
9,428
| – | – | 0.1% | 145 |
|
|
2019
Q2 | $446K | Sell |
9,428
-789
| -8% | -$36.9K | 0.1% | 151 |
|
|
2019
Q1 | $494K | Sell |
10,217
-148
| -1% | -$7.28K | 0.13% | 112 |
|
|
2018
Q4 | $478K | Sell |
10,365
-127
| -1% | -$6.5K | 0.14% | 110 |
|
|
2018
Q3 | $551K | Buy |
10,492
+436
| +4% | +$24.9K | 0.15% | 113 |
|
|
2018
Q2 | $558K | Buy |
10,056
+38
| +0.4% | +$2.04K | 0.17% | 95 |
|
|
2018
Q1 | $525K | Sell |
10,018
-44,500
| -82% | -$2.64M | 0.16% | 108 |
|
|
2017
Q4 | $3.31M | Buy |
54,518
+5,205
| +11% | +$294K | 1.01% | 32 |
|
|
2017
Q3 | $2.72M | Buy |
49,313
+43,818
| +797% | +$2.33M | 0.92% | 43 |
|
|
2017
Q2 | $304K | Hold |
5,495
| – | – | 0.12% | 103 |
|
|
2017
Q1 | $306K | Sell |
5,495
-4,300
| -44% | -$244K | 0.14% | 102 |
|
|
2016
Q4 | $540K | Buy |
9,795
+98
| +1% | +$4.93K | 0.25% | 79 |
|
|
2016
Q3 | $429K | Sell |
9,697
-39,896
| -80% | -$1.91M | 0.23% | 77 |
|
|
2016
Q2 | $2.35M | Buy |
49,593
+16,006
| +48% | +$780K | 1.34% | 28 |
|
|
2016
Q1 | $1.62M | Buy |
33,587
+12,999
| +63% | +$636K | 0.92% | 41 |
|
|
2015
Q4 | $1.12M | Buy |
20,588
+11,154
| +118% | +$606K | 0.7% | 46 |
|
|
2015
Q3 | $484K | Buy |
9,434
+3,839
| +69% | +$211K | 0.31% | 67 |
|
|
2015
Q2 | $315K | Hold |
5,595
| – | – | 0.17% | 104 |
|
|
2015
Q1 | $304K | Buy |
5,595
+119
| +2% | +$6.43K | 0.19% | 103 |
|
|
2014
Q4 | $300K | Buy |
+5,476
| New | +$290K | 0.21% | 88 |
|
|
2014
Q2 | – | Sell |
-32,607
| Closed | -$1.62M | – | 92 |
|
|
2014
Q1 | $1.62M | Sell |
32,607
-38,829
| -54% | -$1.81M | 1.64% | 24 |
|
|
2013
Q4 | $3.24M | Buy |
+71,436
| New | +$3.09M | 2.8% | 6 |
|
Other funds holding WFC
Van Hulzen Asset Management's WFC Position: Q2 2026 in Review
Van Hulzen Asset Management reduced its Wells Fargo (WFC) stake by 3.9% in Q2 2026, selling an estimated $14.6K and leaving 4,531 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #286.
Van Hulzen Asset Management first reported a position in WFC in Q4 2013 and has held it in 31 quarters since. The position peaked at $3.31M in Q4 2017. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Van Hulzen Asset Management held 4,531 shares of Wells Fargo worth $374K as of Q2 2026.
- Van Hulzen Asset Management sold 182 Wells Fargo shares in Q2 2026, an estimated $14.6K.
- Wells Fargo made up 0.03% of Van Hulzen Asset Management's portfolio in Q2 2026, its #286 holding.
- Van Hulzen Asset Management first reported a position in Wells Fargo in Q4 2013 and has held it in 31 quarters since.
- Van Hulzen Asset Management's Wells Fargo position peaked at $3.31M in Q4 2017.
- 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.