Vaughan Nelson Investment Management’s Wells Fargo WFC Stock Holding History

Vaughan Nelson Investment 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	$1.41M	Hold	17,045	–	–	0.01%	175
2026 Q1	$1.36M	Hold	17,045	–	–	0.01%	170
2025 Q4	$1.59M	Sell	17,045 -27,260	-62%	-$2.37M	0.02%	164
2025 Q3	$3.71M	Hold	44,305	–	–	0.03%	149
2025 Q2	$3.55M	Hold	44,305	–	–	0.03%	143
2025 Q1	$3.18M	Hold	44,305	–	–	0.03%	154
2024 Q4	$3.11M	Hold	44,305	–	–	0.03%	148
2024 Q3	$2.5M	Hold	44,305	–	–	0.02%	156
2024 Q2	$2.63M	Hold	44,305	–	–	0.02%	152
2024 Q1	$2.57M	Hold	44,305	–	–	0.02%	154
2023 Q4	$2.18M	Sell	44,305 -8,085	-15%	-$349K	0.02%	170
2023 Q3	$2.14M	Hold	52,390	–	–	0.02%	178
2023 Q2	$2.24M	Sell	52,390 -4,640	-8%	-$187K	0.02%	169
2023 Q1	$2.13M	Sell	57,030 -10,875	-16%	-$474K	0.03%	161
2022 Q4	$2.8M	Hold	67,905	–	–	0.04%	165
2022 Q3	$2.73M	Hold	67,905	–	–	0.04%	158
2022 Q2	$2.66M	Hold	67,905	–	–	0.04%	163
2022 Q1	$3.29M	Buy	67,905 +5,600	+9%	+$300K	0.04%	160
2021 Q4	$2.99M	Hold	62,305	–	–	0.03%	159
2021 Q3	$2.89M	Buy	62,305 +8,975	+17%	+$415K	0.03%	159
2021 Q2	$2.42M	Buy	53,330 +5,675	+12%	+$253K	0.02%	159
2021 Q1	$1.86M	Buy	47,655 +6,775	+17%	+$240K	0.02%	154
2020 Q4	$1.23M	Buy	40,880 +18,425	+82%	+$477K	0.01%	160
2020 Q3	$528K	Hold	22,455	–	–	0.01%	172
2020 Q2	$575K	Hold	22,455	–	–	0.01%	183
2020 Q1	$644K	Hold	22,455	–	–	0.01%	187
2019 Q4	$1.21M	Hold	22,455	–	–	0.02%	170
2019 Q3	$1.13M	Hold	22,455	–	–	0.02%	170
2019 Q2	$1.06M	Hold	22,455	–	–	0.01%	177
2019 Q1	$1.08M	Hold	22,455	–	–	0.01%	181
2018 Q4	$1.03M	Buy	22,455 +4,975	+28%	+$255K	0.01%	182
2018 Q3	$919K	Hold	17,480	–	–	0.01%	188
2018 Q2	$969K	Hold	17,480	–	–	0.01%	184
2018 Q1	$916K	Hold	17,480	–	–	0.01%	187
2017 Q4	$1.06M	Hold	17,480	–	–	0.01%	189
2017 Q3	$964K	Sell	17,480 -739,638	-98%	-$39.3M	0.01%	195
2017 Q2	$42M	Buy	757,118 +7,480	+1%	+$401K	0.5%	98
2017 Q1	$41.7M	Sell	749,638 -29,835	-4%	-$1.69M	0.49%	97
2016 Q4	$43M	Sell	779,473 -594,714	-43%	-$29.9M	0.51%	92
2016 Q3	$60.9M	Sell	1,374,187 -6,015	-0.4%	-$288K	0.72%	54
2016 Q2	$65.3M	Buy	1,380,202 +162,530	+13%	+$7.92M	0.83%	39
2016 Q1	$58.9M	Sell	1,217,672 -18,323	-1%	-$897K	0.74%	48
2015 Q4	$67.2M	Sell	1,235,995 -88,721	-7%	-$4.82M	0.86%	41
2015 Q3	$68M	Buy	1,324,716 +8,006	+0.6%	+$440K	0.97%	29
2015 Q2	$74.1M	Sell	1,316,710 -32,100	-2%	-$1.79M	1.04%	30
2015 Q1	$73.4M	Buy	1,348,810 +1,700	+0.1%	+$91.9K	1.12%	29
2014 Q4	$73.8M	Sell	1,347,110 -41,590	-3%	-$2.2M	1.08%	31
2014 Q3	$72M	Buy	1,388,700 +199,225	+17%	+$10.2M	1.08%	26
2014 Q2	$62.5M	Buy	1,189,475 +1,160,975	+4,074%	+$58.4M	0.89%	41
2014 Q1	$1.42M	Sell	28,500 -1,300	-4%	-$60.6K	0.02%	155
2013 Q4	$1.35M	Hold	29,800	–	–	0.02%	156
2013 Q3	$1.23M	Buy	+29,800	New	+$1.27M	0.02%	164

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

Vaughan Nelson Investment Management's WFC Position: Q2 2026 in Review

Vaughan Nelson Investment Management held its Wells Fargo (WFC) position steady in Q2 2026 at 17,045 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #175.

Vaughan Nelson Investment Management first reported a position in WFC in Q3 2013 and has held it in 52 quarters since. The position peaked at $74.1M in Q2 2015. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Vaughan Nelson Investment Management held 17,045 shares of Wells Fargo worth $1.41M as of Q2 2026.
Vaughan Nelson Investment Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.01% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #175 holding.
Vaughan Nelson Investment Management first reported a position in Wells Fargo in Q3 2013 and has held it in 52 quarters since.
Vaughan Nelson Investment Management's Wells Fargo position peaked at $74.1M in Q2 2015.
989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.