Van Strum & Towne’s Wells Fargo WFC Stock Holding History

Van Strum & Towne’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 Q1	$766K	Hold	9,621	–	–	0.22%	57
2025 Q4	$897K	Hold	9,621	–	–	0.25%	59
2025 Q3	$806K	Hold	9,621	–	–	0.24%	59
2025 Q2	$771K	Sell	9,621 -18	-0.2%	-$1.3K	0.24%	58
2025 Q1	$692K	Hold	9,639	–	–	0.23%	59
2024 Q4	$677K	Buy	9,639 +2,000	+26%	+$137K	0.24%	57
2024 Q3	$432K	Hold	7,639	–	–	0.15%	75
2024 Q2	$454K	Hold	7,639	–	–	0.16%	68
2024 Q1	$443K	Hold	7,639	–	–	0.16%	67
2023 Q4	$376K	Sell	7,639 -625	-8%	-$27K	0.15%	75
2023 Q3	$338K	Sell	8,264 -300	-4%	-$13K	0.14%	75
2023 Q2	$366K	Hold	8,564	–	–	0.15%	72
2023 Q1	$320K	Hold	8,564	–	–	0.14%	72
2022 Q4	$354K	Buy	8,564 +2,000	+30%	+$88.5K	0.15%	65
2022 Q3	$264K	Hold	6,564	–	–	0.12%	78
2022 Q2	$257K	Hold	6,564	–	–	0.11%	82
2022 Q1	$318K	Hold	6,564	–	–	0.12%	82
2021 Q4	$315K	Sell	6,564 -261	-4%	-$12.8K	0.11%	88
2021 Q3	$317K	Hold	6,825	–	–	0.12%	82
2021 Q2	$309K	Hold	6,825	–	–	0.15%	76
2021 Q1	$267K	Sell	6,825 -2,000	-23%	-$70.8K	0.13%	79
2020 Q4	$266K	Sell	8,825 -1,200	-12%	-$31.1K	0.15%	78
2020 Q3	$236K	Sell	10,025 -1,025	-9%	-$25.3K	0.15%	71
2020 Q2	$283K	Hold	11,050	–	–	0.2%	60
2020 Q1	$317K	Buy	11,050 +2,000	+22%	+$85K	0.25%	46
2019 Q4	$487K	Sell	9,050 -180	-2%	-$9.43K	0.3%	45
2019 Q3	$466K	Hold	9,230	–	–	0.31%	45
2019 Q2	$437K	Hold	9,230	–	–	0.31%	45
2019 Q1	$446K	Hold	9,230	–	–	0.33%	47
2018 Q4	$425K	Buy	9,230 +265	+3%	+$13.6K	0.36%	45
2018 Q3	$471K	Hold	8,965	–	–	0.3%	47
2018 Q2	$497K	Hold	8,965	–	–	0.34%	45
2018 Q1	$470K	Sell	8,965 -600	-6%	-$35.6K	0.33%	45
2017 Q4	$580K	Hold	9,565	–	–	0.39%	45
2017 Q3	$528K	Sell	9,565 -320	-3%	-$17K	0.34%	48
2017 Q2	$548K	Sell	9,885 -550	-5%	-$29.5K	0.36%	46
2017 Q1	$581K	Sell	10,435 -750	-7%	-$42.6K	0.37%	43
2016 Q4	$616K	Hold	11,185	–	–	0.39%	46
2016 Q3	$495K	Hold	11,185	–	–	0.33%	50
2016 Q2	$529K	Hold	11,185	–	–	0.35%	48
2016 Q1	$541K	Hold	11,185	–	–	0.36%	46
2015 Q4	$608K	Buy	11,185 +750	+7%	+$40.7K	0.39%	47
2015 Q3	$536K	Hold	10,435	–	–	0.37%	47
2015 Q2	$587K	Sell	10,435 -1,000	-9%	-$55.8K	0.36%	49
2015 Q1	$622K	Hold	11,435	–	–	0.39%	48
2014 Q4	$627K	Buy	11,435 +5,550	+94%	+$294K	0.39%	49
2014 Q3	$305K	Buy	5,885 +1,461	+33%	+$75.2K	0.2%	55
2014 Q2	$233K	Hold	4,424	–	–	0.15%	57
2014 Q1	$220K	Hold	4,424	–	–	0.14%	57
2013 Q4	$201K	Buy	+4,424	New	+$191K	0.13%	55

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Van Strum & Towne's WFC Position: Q1 2026 in Review

Van Strum & Towne held its Wells Fargo (WFC) position steady in Q1 2026 at 9,621 shares worth $766K. The position accounts for 0.22% of the portfolio, ranked #57.

Van Strum & Towne first reported a position in WFC in Q4 2013 and has held it in 50 quarters since. The position peaked at $897K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Van Strum & Towne held 9,621 shares of Wells Fargo worth $766K as of Q1 2026.
Van Strum & Towne left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.22% of Van Strum & Towne's portfolio in Q1 2026, its #57 holding.
Van Strum & Towne first reported a position in Wells Fargo in Q4 2013 and has held it in 50 quarters since.
Van Strum & Towne's Wells Fargo position peaked at $897K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.