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 Q3	$398K	Buy	4,970 +26	+0.5%	+$2.25K	0.2%	100
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Walker Asset Management's WFC Position: Q3 2026 in Review

Walker Asset Management increased its Wells Fargo (WFC) stake by 0.53% in Q3 2026, buying an estimated $2.25K and bringing the position to 4,970 shares worth $398K. The position accounts for 0.2% of the portfolio, ranked #100.

Walker Asset Management first reported a position in WFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $456K in Q4 2025. 591 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Walker Asset Management held 4,970 shares of Wells Fargo worth $398K as of Q3 2026.
Walker Asset Management bought 26 Wells Fargo shares in Q3 2026, an estimated $2.25K.
Wells Fargo made up 0.2% of Walker Asset Management's portfolio in Q3 2026, its #100 holding.
Walker Asset Management first reported a position in Wells Fargo in Q4 2023 and has held it in 12 quarters since.
Walker Asset Management's Wells Fargo position peaked at $456K in Q4 2025.
591 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.