Vista Capital Partners’s Wells Fargo WFC Stock Holding History

Vista Capital 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	$511K	Sell	6,182 -518	-8%	-$41.6K	0.04%	96
2026 Q1	$533K	Buy	6,700 +1,362	+26%	+$117K	0.05%	85
2025 Q4	$498K	Buy	5,338 +890	+20%	+$77.3K	0.05%	92
2025 Q3	$373K	Buy	+4,448	New	+$361K	0.04%	96
2025 Q1	–	Sell	-4,299	Closed	-$302K	–	120
2024 Q4	$302K	Buy	4,299 +65	+2%	+$4.44K	0.04%	88
2024 Q3	$239K	Buy	+4,234	New	+$239K	0.03%	94
2020 Q1	–	Sell	-4,575	Closed	-$246K	–	66
2019 Q4	$246K	Sell	4,575 -69	-1%	-$3.61K	0.05%	55
2019 Q3	$234K	Buy	+4,644	New	+$219K	0.05%	58

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Vista Capital Partners's WFC Position: Q2 2026 in Review

Vista Capital Partners reduced its Wells Fargo (WFC) stake by 7.7% in Q2 2026, selling an estimated $41.6K and leaving 6,182 shares worth $511K. The position accounts for 0.04% of the portfolio, ranked #96.

Vista Capital Partners first reported a position in WFC in Q3 2019 and has held it in 8 quarters since. The position peaked at $533K in Q1 2026. 1,003 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Vista Capital Partners held 6,182 shares of Wells Fargo worth $511K as of Q2 2026.
Vista Capital Partners sold 518 Wells Fargo shares in Q2 2026, an estimated $41.6K.
Wells Fargo made up 0.04% of Vista Capital Partners's portfolio in Q2 2026, its #96 holding.
Vista Capital Partners first reported a position in Wells Fargo in Q3 2019 and has held it in 8 quarters since.
Vista Capital Partners's Wells Fargo position peaked at $533K in Q1 2026.
1,003 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.