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Veery Capital’s Wells Fargo WFC Stock Holding History

Veery Capital’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 		$267K Sell
3,234
-112
-3% -$9K 0.07% 81
2026
Q1 		$266K Sell
3,346
-47
-1% -$4.04K 0.08% 74
2025
Q4 		$316K Buy
3,393
+80
+2% +$6.95K 0.1% 63
2025
Q3 		$278K Sell
3,313
-15
-0.5% -$1.22K 0.09% 67
2025
Q2 		$267K Buy
3,328
+310
+10% +$22.4K 0.09% 68
2025
Q1 		$217K Sell
3,018
-12
-0.4% -$901 0.08% 83
2024
Q4 		$213K Buy
+3,030
New +$207K 0.08% 84

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Veery Capital's WFC Position: Q2 2026 in Review

Veery Capital reduced its Wells Fargo (WFC) stake by 3.3% in Q2 2026, selling an estimated $9K and leaving 3,234 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #81.

Veery Capital first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $316K in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Veery Capital held 3,234 shares of Wells Fargo worth $267K as of Q2 2026.
  • Veery Capital sold 112 Wells Fargo shares in Q2 2026, an estimated $9K.
  • Wells Fargo made up 0.07% of Veery Capital's portfolio in Q2 2026, its #81 holding.
  • Veery Capital first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Veery Capital's Wells Fargo position peaked at $316K in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.