WCM
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Wedge Capital Management’s Wells Fargo WFC Stock Holding History

Wedge Capital 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 		$459K Sell
5,555
-638
-10% -$51.3K 0.01% 443
2026
Q1 		$493K Buy
6,193
+713
+13% +$61.2K 0.01% 477
2025
Q4 		$511K Sell
5,480
-88
-2% -$7.64K 0.01% 476
2025
Q3 		$467K Sell
5,568
-471,319
-99% -$38.2M 0.01% 486
2025
Q2 		$38.2M Sell
476,887
-8,902
-2% -$642K 0.68% 49
2025
Q1 		$34.9M Sell
485,789
-71,721
-13% -$5.38M 0.68% 55
2024
Q4 		$39.2M Sell
557,510
-122,238
-18% -$8.35M 0.71% 44
2024
Q3 		$38.4M Sell
679,748
-52,511
-7% -$2.97M 0.66% 58
2024
Q2 		$43.5M Buy
732,259
+2,085
+0.3% +$123K 0.77% 37
2024
Q1 		$42.3M Sell
730,174
-126,938
-15% -$6.64M 0.69% 43
2023
Q4 		$42.2M Sell
857,112
-21,003
-2% -$906K 0.75% 43
2023
Q3 		$35.9M Buy
878,115
+91,285
+12% +$3.94M 0.71% 29
2023
Q2 		$33.6M Buy
786,830
+779,675
+10,897% +$31.4M 0.53% 43
2023
Q1 		$267K Buy
7,155
+552
+8% +$24.1K ﹤0.01% 362
2022
Q4 		$273K Buy
+6,603
New +$292K ﹤0.01% 364
2022
Q3 		– Sell
-6,640
Closed -$260K – 433
2022
Q2 		$260K Buy
6,640
+18
+0.3% +$790 ﹤0.01% 361
2022
Q1 		$321K Buy
6,622
+103
+2% +$5.51K ﹤0.01% 351
2021
Q4 		$313K Sell
6,519
-127
-2% -$6.25K ﹤0.01% 350
2021
Q3 		$308K Sell
6,646
-303
-4% -$14K ﹤0.01% 345
2021
Q2 		$315K Sell
6,949
-1,004
-13% -$44.8K ﹤0.01% 340
2021
Q1 		$311K Buy
+7,953
New +$282K ﹤0.01% 438
2020
Q3 		– Sell
-7,941
Closed -$203K – 561
2020
Q2 		$203K Buy
+7,941
New +$217K ﹤0.01% 475
2020
Q1 		– Sell
-7,804
Closed -$420K – 589
2019
Q4 		$420K Buy
7,804
+93
+1% +$4.87K ﹤0.01% 425
2019
Q3 		$389K Buy
+7,711
New +$363K ﹤0.01% 439
2017
Q2 		– Sell
-3,765
Closed -$210K – 586
2017
Q1 		$210K Buy
3,765
+62
+2% +$3.52K ﹤0.01% 540
2016
Q4 		$204K Buy
+3,703
New +$186K ﹤0.01% 552

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Wedge Capital Management's WFC Position: Q2 2026 in Review

Wedge Capital Management reduced its Wells Fargo (WFC) stake by 10% in Q2 2026, selling an estimated $51.3K and leaving 5,555 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #443.

Wedge Capital Management first reported a position in WFC in Q4 2016 and has held it in 26 quarters since. The position peaked at $43.5M in Q2 2024. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Wedge Capital Management held 5,555 shares of Wells Fargo worth $459K as of Q2 2026.
  • Wedge Capital Management sold 638 Wells Fargo shares in Q2 2026, an estimated $51.3K.
  • Wells Fargo made up 0.01% of Wedge Capital Management's portfolio in Q2 2026, its #443 holding.
  • Wedge Capital Management first reported a position in Wells Fargo in Q4 2016 and has held it in 26 quarters since.
  • Wedge Capital Management's Wells Fargo position peaked at $43.5M in Q2 2024.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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