Violich Capital Management’s Wells Fargo WFC Stock Holding History

Violich Capital 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	$207K	Buy	+2,500	New	+$201K	0.02%	121
2026 Q1	–	Sell	-2,500	Closed	-$233K	–	124
2025 Q4	$233K	Hold	2,500	–	–	0.03%	107
2025 Q3	$210K	Hold	2,500	–	–	0.02%	106
2025 Q2	$200K	Buy	+2,500	New	+$180K	0.03%	97
2020 Q1	–	Sell	-28,275	Closed	-$1.52M	–	113
2019 Q4	$1.52M	Hold	28,275	–	–	0.33%	49
2019 Q3	$1.43M	Buy	28,275 +2,000	+8%	+$94.2K	0.34%	48
2019 Q2	$1.24M	Sell	26,275 -500	-2%	-$23.4K	0.31%	51
2019 Q1	$1.29M	Sell	26,775 -740	-3%	-$36.4K	0.33%	48
2018 Q4	$1.27M	Sell	27,515 -1,000	-4%	-$51.2K	0.36%	45
2018 Q3	$1.5M	Sell	28,515 -500	-2%	-$28.5K	0.34%	50
2018 Q2	$1.61M	Buy	29,015 +240	+0.8%	+$12.9K	0.4%	48
2018 Q1	$1.51M	Sell	28,775 -1,650	-5%	-$98K	0.4%	48
2017 Q4	$1.85M	Sell	30,425 -500	-2%	-$28.2K	0.47%	46
2017 Q3	$1.71M	Buy	30,925 +1,000	+3%	+$53.2K	0.47%	44
2017 Q2	$1.66M	Buy	29,925 +3,000	+11%	+$161K	0.48%	45
2017 Q1	$1.5M	Hold	26,925	–	–	0.45%	48
2016 Q4	$1.53M	Buy	26,925 +15,300	+132%	+$769K	0.47%	45
2016 Q3	$515K	Hold	11,625	–	–	0.18%	66
2016 Q2	$550K	Sell	11,625 -300	-3%	-$14.6K	0.17%	64
2016 Q1	$577K	Sell	11,925 -920	-7%	-$45K	0.19%	62
2015 Q4	$698K	Sell	12,845 -535	-4%	-$29K	0.23%	56
2015 Q3	$687K	Hold	13,380	–	–	0.24%	57
2015 Q2	$752K	Buy	13,380 +535	+4%	+$29.8K	0.25%	59
2015 Q1	$699K	Hold	12,845	–	–	0.23%	61
2014 Q4	$704K	Hold	12,845	–	–	0.22%	61
2014 Q3	$666K	Hold	12,845	–	–	0.22%	63
2014 Q2	$675K	Buy	+12,845	New	+$646K	0.23%	64

Other funds holding WFC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Violich Capital Management's WFC Position: Q2 2026 in Review

Violich Capital Management opened a new position in Wells Fargo (WFC) in Q2 2026: 2,500 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #121 among its holdings. This is a return to the name: Violich Capital Management previously reported a position in WFC as recently as Q4 2025.

Violich Capital Management first reported a position in WFC in Q2 2014 and has held it in 27 quarters since. The position peaked at $1.85M in Q4 2017. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Violich Capital Management held 2,500 shares of Wells Fargo worth $207K as of Q2 2026.
Wells Fargo was a new Violich Capital Management position in Q2 2026.
Wells Fargo made up 0.02% of Violich Capital Management's portfolio in Q2 2026, its #121 holding.
Violich Capital Management first reported a position in Wells Fargo in Q2 2014 and has held it in 27 quarters since.
Violich Capital Management's Wells Fargo position peaked at $1.85M in Q4 2017.
1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Violich Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.