Walker Asset Management’s Wells Fargo WFC Stock Holding History

Walker Asset 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	$409K	Buy	4,944 +26	+0.5%	+$2.09K	0.21%	97
2026 Q1	$392K	Buy	4,918 +24	+0.5%	+$2.06K	0.21%	92
2025 Q4	$456K	Sell	4,894 -137	-3%	-$11.9K	0.25%	76
2025 Q3	$422K	Buy	5,031 +25	+0.5%	+$2.03K	0.24%	79
2025 Q2	$401K	Buy	5,006 +23	+0.5%	+$1.66K	0.23%	74
2025 Q1	$358K	Buy	4,983 +23	+0.5%	+$1.73K	0.22%	76
2024 Q4	$348K	Buy	4,960 +22	+0.4%	+$1.5K	0.21%	79
2024 Q3	$279K	Buy	4,938 +30	+0.6%	+$1.7K	0.17%	105
2024 Q2	$291K	Buy	4,908 +25	+0.5%	+$1.48K	0.2%	98
2024 Q1	$283K	Buy	4,883 +27	+0.6%	+$1.41K	0.19%	104
2023 Q4	$239K	Buy	+4,856	New	+$210K	0.17%	116

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Walker Asset Management's WFC Position: Q2 2026 in Review

Walker Asset Management increased its Wells Fargo (WFC) stake by 0.53% in Q2 2026, buying an estimated $2.09K and bringing the position to 4,944 shares worth $409K. The position accounts for 0.21% of the portfolio, ranked #97.

Walker Asset Management first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $456K in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Walker Asset Management held 4,944 shares of Wells Fargo worth $409K as of Q2 2026.
Walker Asset Management bought 26 Wells Fargo shares in Q2 2026, an estimated $2.09K.
Wells Fargo made up 0.21% of Walker Asset Management's portfolio in Q2 2026, its #97 holding.
Walker Asset Management first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Walker Asset Management's Wells Fargo position peaked at $456K in Q4 2025.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.