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Waddell & Associates’s Wells Fargo WFC Stock Holding History

Waddell & Associates’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 		$1.39M Buy
16,773
+6,552
+64% +$527K 0.07% 99
2026
Q1 		$814K Buy
10,221
+1,836
+22% +$158K 0.05% 136
2025
Q4 		$781K Buy
8,385
+335
+4% +$29.1K 0.05% 116
2025
Q3 		$675K Buy
8,050
+479
+6% +$38.8K 0.06% 103
2025
Q2 		$607K Sell
7,571
-621
-8% -$44.8K 0.06% 90
2025
Q1 		$588K Buy
8,192
+1,039
+15% +$78K 0.07% 73
2024
Q4 		$502K Hold
7,153
– – 0.05% 83
2024
Q3 		$404K Buy
7,153
+11
+0.2% +$622 0.05% 93
2024
Q2 		$424K Buy
7,142
+598
+9% +$35.3K 0.06% 84
2024
Q1 		$379K Sell
6,544
-1,190
-15% -$62.3K 0.05% 88
2023
Q4 		$382K Sell
7,734
-738
-9% -$31.8K 0.05% 89
2023
Q3 		$346K Sell
8,472
-46
-0.5% -$1.99K 0.05% 111
2023
Q2 		$364K Sell
8,518
-233
-3% -$9.38K 0.05% 105
2023
Q1 		$327K Sell
8,751
-103
-1% -$4.49K 0.05% 110
2022
Q4 		$366K Buy
8,854
+1,593
+22% +$70.5K 0.06% 95
2022
Q3 		$292K Buy
7,261
+4
+0.1% +$172 0.06% 100
2022
Q2 		$284K Sell
7,257
-3,082
-30% -$135K 0.06% 106
2022
Q1 		$501K Sell
10,339
-4,300
-29% -$230K 0.08% 66
2021
Q4 		$702K Sell
14,639
-1,340
-8% -$66K 0.11% 54
2021
Q3 		$742K Sell
15,979
-138
-0.9% -$6.39K 0.13% 48
2021
Q2 		$730 Buy
+16,117
New +$720K 0.11% 46

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

Waddell & Associates's WFC Position: Q2 2026 in Review

Waddell & Associates increased its Wells Fargo (WFC) stake by 64% in Q2 2026, buying an estimated $527K and bringing the position to 16,773 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #99.

Waddell & Associates first reported a position in WFC in Q2 2021 and has held it in 21 quarters since. 734 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Waddell & Associates held 16,773 shares of Wells Fargo worth $1.39M as of Q2 2026.
  • Waddell & Associates bought 6,552 Wells Fargo shares in Q2 2026, an estimated $527K.
  • Wells Fargo made up 0.07% of Waddell & Associates's portfolio in Q2 2026, its #99 holding.
  • Waddell & Associates first reported a position in Wells Fargo in Q2 2021 and has held it in 21 quarters since.
  • 734 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.