Virtue Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $567K | Sell |
6,860
-258
| -4% | -$20.7K | 0.08% | 191 |
|
|
2026
Q1 | $547K | Buy |
7,118
+391
| +6% | +$33.6K | 0.08% | 183 |
|
|
2025
Q4 | $640K | Sell |
6,727
-16,794
| -71% | -$1.46M | 0.1% | 144 |
|
|
2025
Q3 | $1.84M | Buy |
23,521
+16,438
| +232% | +$1.33M | 0.29% | 55 |
|
|
2025
Q2 | $567K | Sell |
7,083
-208
| -3% | -$15K | 0.1% | 140 |
|
|
2025
Q1 | $523K | Buy |
7,291
+635
| +10% | +$47.7K | 0.06% | 253 |
|
|
2024
Q4 | $468K | Buy |
+6,656
| New | +$454K | 0.09% | 154 |
|
|
2023
Q4 | – | Sell |
-8,776
| Closed | -$382K | – | 422 |
|
|
2023
Q3 | $382K | Hold |
8,776
| – | – | 0.07% | 262 |
|
|
2023
Q2 | $382K | Buy |
+8,776
| New | +$353K | 0.07% | 262 |
|
|
2023
Q1 | – | Sell |
-4,998
| Closed | -$206K | – | 435 |
|
|
2022
Q4 | $206K | Buy |
+4,998
| New | +$221K | 0.03% | 351 |
|
|
2022
Q2 | – | Sell |
-25,908
| Closed | -$1.26M | – | 413 |
|
|
2022
Q1 | $1.26M | Sell |
25,908
-1,056
| -4% | -$56.5K | 0.2% | 121 |
|
|
2021
Q4 | $1.29M | Buy |
26,964
+52
| +0.2% | +$2.56K | 0.19% | 143 |
|
|
2021
Q3 | $1.25M | Sell |
26,912
-1,001
| -4% | -$46.3K | 0.22% | 123 |
|
|
2021
Q2 | $1.26M | Sell |
27,913
-1,480
| -5% | -$66.1K | 0.25% | 115 |
|
|
2021
Q1 | $1.15M | Sell |
29,393
-11,391
| -28% | -$403K | 0.27% | 117 |
|
|
2020
Q4 | $1.23M | Sell |
40,784
-16,788
| -29% | -$435K | 0.3% | 101 |
|
|
2020
Q3 | $1.35M | Sell |
57,572
-29,598
| -34% | -$729K | 0.33% | 84 |
|
|
2020
Q2 | $2.23M | Buy |
+87,170
| New | +$2.38M | 0.51% | 53 |
|
|
2020
Q1 | – | Sell |
-22,013
| Closed | -$1.18M | – | 213 |
|
|
2019
Q4 | $1.18M | Sell |
22,013
-16,705
| -43% | -$875K | 0.34% | 64 |
|
|
2019
Q3 | $1.95M | Sell |
38,718
-1,272
| -3% | -$59.9K | 0.64% | 51 |
|
|
2019
Q2 | $1.89M | Buy |
39,990
+31,770
| +386% | +$1.49M | 0.69% | 49 |
|
|
2019
Q1 | $397K | Sell |
8,220
-970
| -11% | -$47.7K | 0.14% | 57 |
|
|
2018
Q4 | $423K | Sell |
9,190
-60,752
| -87% | -$3.11M | 0.2% | 40 |
|
|
2018
Q3 | $3.68M | Buy |
69,942
+36,054
| +106% | +$2.06M | 0.78% | 41 |
|
|
2018
Q2 | $1.88M | Buy |
33,888
+3,181
| +10% | +$170K | 0.91% | 15 |
|
|
2018
Q1 | $1.62M | Buy |
+30,707
| New | +$1.82M | 0.85% | 8 |
|
Other funds holding WFC
Virtue Capital Management's WFC Position: Q2 2026 in Review
Virtue Capital Management reduced its Wells Fargo (WFC) stake by 3.6% in Q2 2026, selling an estimated $20.7K and leaving 6,860 shares worth $567K. The position accounts for 0.08% of the portfolio, ranked #191.
Virtue Capital Management first reported a position in WFC in Q1 2018 and has held it in 26 quarters since. The position peaked at $3.68M in Q3 2018. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Virtue Capital Management held 6,860 shares of Wells Fargo worth $567K as of Q2 2026.
- Virtue Capital Management sold 258 Wells Fargo shares in Q2 2026, an estimated $20.7K.
- Wells Fargo made up 0.08% of Virtue Capital Management's portfolio in Q2 2026, its #191 holding.
- Virtue Capital Management first reported a position in Wells Fargo in Q1 2018 and has held it in 26 quarters since.
- Virtue Capital Management's Wells Fargo position peaked at $3.68M in Q3 2018.
- 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.