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Verum Partners’s Wells Fargo WFC Stock Holding History

Verum Partners’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 		$602K Sell
7,290
-63
-0.9% -$5.06K 0.09% 107
2026
Q1 		$585K Sell
7,353
-43
-0.6% -$3.69K 0.11% 98
2025
Q4 		$689K Sell
7,396
-12
-0.2% -$1.04K 0.14% 77
2025
Q3 		$621K Buy
7,408
+143
+2% +$11.6K 0.13% 84
2025
Q2 		$582K Buy
7,265
+128
+2% +$9.23K 0.13% 83
2025
Q1 		$512K Buy
7,137
+18
+0.3% +$1.35K 0.14% 85
2024
Q4 		$500K Sell
7,119
-2,639
-27% -$180K 0.14% 89
2024
Q3 		$551K Buy
9,758
+111
+1% +$6.28K 0.16% 79
2024
Q2 		$573K Buy
9,647
+21
+0.2% +$1.24K 0.19% 73
2024
Q1 		$558K Sell
9,626
-747
-7% -$39.1K 0.2% 78
2023
Q4 		$511K Buy
10,373
+985
+10% +$42.5K 0.2% 75
2023
Q3 		$384K Buy
+9,388
New +$405K 0.17% 84
2023
Q1 		– Sell
-5,480
Closed -$226K – 72
2022
Q4 		$226K Buy
+5,480
New +$243K 0.28% 68

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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

Verum Partners's WFC Position: Q2 2026 in Review

Verum Partners reduced its Wells Fargo (WFC) stake by 0.86% in Q2 2026, selling an estimated $5.06K and leaving 7,290 shares worth $602K. The position accounts for 0.09% of the portfolio, ranked #107.

Verum Partners first reported a position in WFC in Q4 2022 and has held it in 13 quarters since. The position peaked at $689K in Q4 2025. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Verum Partners held 7,290 shares of Wells Fargo worth $602K as of Q2 2026.
  • Verum Partners sold 63 Wells Fargo shares in Q2 2026, an estimated $5.06K.
  • Wells Fargo made up 0.09% of Verum Partners's portfolio in Q2 2026, its #107 holding.
  • Verum Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 13 quarters since.
  • Verum Partners's Wells Fargo position peaked at $689K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.