WPW
WFC icon

Waldron Private Wealth’s Wells Fargo WFC Stock Holding History

Waldron Private Wealth’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 		$498K Buy
6,023
+168
+3% +$13.5K 0.02% 230
2026
Q1 		$466K Buy
5,855
+1,617
+38% +$139K 0.02% 221
2025
Q4 		$395K Buy
4,238
+28
+0.7% +$2.43K 0.02% 230
2025
Q3 		$353K Sell
4,210
-259
-6% -$21K 0.01% 241
2025
Q2 		$358K Sell
4,469
-202
-4% -$14.6K 0.02% 228
2025
Q1 		$335K Sell
4,671
-9,577
-67% -$719K 0.02% 230
2024
Q4 		$1M Buy
14,248
+254
+2% +$17.3K 0.04% 166
2024
Q3 		$791K Sell
13,994
-234
-2% -$13.2K 0.03% 185
2024
Q2 		$845K Sell
14,228
-1,079
-7% -$63.7K 0.04% 173
2024
Q1 		$887K Buy
15,307
+294
+2% +$15.4K 0.04% 175
2023
Q4 		$739K Buy
15,013
+2,203
+17% +$95.1K 0.04% 186
2023
Q3 		$523K Sell
12,810
-1,055
-8% -$45.5K 0.03% 223
2023
Q2 		$592K Sell
13,865
-1,749
-11% -$70.4K 0.03% 205
2023
Q1 		$584K Sell
15,614
-40
-0.3% -$1.74K 0.03% 231
2022
Q4 		$629K Hold
15,654
– – 0.04% 215
2022
Q3 		$629K Buy
15,654
+2,185
+16% +$93.9K 0.04% 215
2022
Q2 		$527K Buy
13,469
+897
+7% +$39.4K 0.03% 242
2022
Q1 		$609K Buy
12,572
+1,810
+17% +$96.9K 0.03% 234
2021
Q4 		$516K Buy
10,762
+118
+1% +$5.81K 0.03% 248
2021
Q3 		$493K Sell
10,644
-19,740
-65% -$914K 0.03% 228
2021
Q2 		$1.38M Buy
30,384
+22,648
+293% +$1.01M 0.09% 117
2021
Q1 		$302K Sell
7,736
-502
-6% -$17.8K 0.02% 243
2020
Q4 		$248K Sell
8,238
-2,232
-21% -$57.8K 0.02% 259
2020
Q3 		$246K Sell
10,470
-1,046
-9% -$25.8K 0.02% 233
2020
Q2 		$294K Sell
11,516
-3,017
-21% -$82.5K 0.03% 204
2020
Q1 		$417K Sell
14,533
-26,854
-65% -$1.14M 0.04% 154
2019
Q4 		$2.23M Buy
41,387
+38
+0.1% +$1.99K 0.2% 67
2019
Q3 		$2.08M Buy
41,349
+30,316
+275% +$1.43M 0.21% 69
2019
Q2 		$522K Sell
11,033
-1,132
-9% -$52.9K 0.06% 133
2019
Q1 		$587K Buy
12,165
+1,593
+15% +$78.3K 0.07% 132
2018
Q4 		$487K Buy
10,572
+2,995
+40% +$153K 0.07% 123
2018
Q3 		$398K Buy
7,577
+356
+5% +$20.3K 0.08% 121
2018
Q2 		$400K Buy
7,221
+10
+0.1% +$536 0.09% 105
2018
Q1 		$377K Sell
7,211
-3,793
-34% -$225K 0.08% 103
2017
Q4 		$667K Hold
11,004
– – 0.16% 63
2017
Q3 		$606K Buy
11,004
+2,725
+33% +$145K 0.17% 60
2017
Q2 		$458K Sell
8,279
-15,874
-66% -$850K 0.15% 61
2017
Q1 		$1.34M Buy
24,153
+15,549
+181% +$882K 0.34% 41
2016
Q4 		$474K Sell
8,604
-3,125
-27% -$157K 0.16% 62
2016
Q3 		$519K Sell
11,729
-5,956
-34% -$285K 0.19% 54
2016
Q2 		$837K Sell
17,685
-12,715
-42% -$620K 0.31% 42
2016
Q1 		$1.57M Buy
30,400
+13,803
+83% +$676K 0.59% 21
2015
Q4 		$902K Buy
16,597
+2,432
+17% +$132K 0.34% 36
2015
Q3 		$727K Buy
14,165
+4,333
+44% +$238K 0.31% 33
2015
Q2 		$534K Buy
9,832
+2,211
+29% +$123K 0.21% 38
2015
Q1 		$415K Sell
7,621
-435
-5% -$23.5K 0.17% 46
2014
Q4 		$442K Buy
8,056
+624
+8% +$33K 0.18% 44
2014
Q3 		$385K Sell
7,432
-904
-11% -$46.5K 0.18% 47
2014
Q2 		$438K Buy
8,336
+1,503
+22% +$75.6K 0.2% 47
2014
Q1 		$340K Buy
6,833
+245
+4% +$11.4K 0.17% 57
2013
Q4 		$299K Buy
+6,588
New +$285K 0.14% 71

Other funds holding WFC

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

Waldron Private Wealth's WFC Position: Q2 2026 in Review

Waldron Private Wealth increased its Wells Fargo (WFC) stake by 2.9% in Q2 2026, buying an estimated $13.5K and bringing the position to 6,023 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #230.

Waldron Private Wealth first reported a position in WFC in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.23M in Q4 2019. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Waldron Private Wealth held 6,023 shares of Wells Fargo worth $498K as of Q2 2026.
  • Waldron Private Wealth bought 168 Wells Fargo shares in Q2 2026, an estimated $13.5K.
  • Wells Fargo made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #230 holding.
  • Waldron Private Wealth first reported a position in Wells Fargo in Q4 2013 and has held it in 51 quarters since.
  • Waldron Private Wealth's Wells Fargo position peaked at $2.23M in Q4 2019.
  • 989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.