Wedmont Private Capital’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.4M Buy
154,312
+9,919
+7% +$797K 0.37% 43
2026
Q1
$12.2M Sell
144,393
-14,286
-9% -$1.23M 0.39% 39
2025
Q4
$15M Sell
158,679
-48
-0% -$4.17K 0.52% 33
2025
Q3
$12.9M Buy
158,727
+7,706
+5% +$625K 0.48% 32
2025
Q2
$12.4M Buy
151,021
+9,724
+7% +$701K 0.53% 30
2025
Q1
$8.83M Sell
141,297
-21,796
-13% -$1.64M 0.45% 36
2024
Q4
$11.4M Buy
163,093
+2,608
+2% +$178K 0.6% 28
2024
Q3
$9.17M Sell
160,485
-1,478
-0.9% -$83.6K 0.52% 31
2024
Q2
$9.16M Buy
161,963
+9,053
+6% +$534K 0.58% 31
2024
Q1
$8.8M Buy
152,910
+21,496
+16% +$1.12M 0.64% 26
2023
Q4
$6.56M Buy
131,414
+9,857
+8% +$425K 0.54% 33
2023
Q3
$4.83M Sell
121,557
-4,013
-3% -$173K 0.49% 33
2023
Q2
$5.47M Buy
125,570
+107,249
+585% +$4.32M 0.59% 29
2023
Q1
$708K Sell
18,321
-3,592
-16% -$157K 0.09% 157
2022
Q4
$938K Buy
21,913
+397
+2% +$17.6K 0.14% 115
2022
Q3
$865K Buy
21,516
+3,147
+17% +$135K 0.17% 94
2022
Q2
$720K Buy
18,369
+2,770
+18% +$122K 0.16% 103
2022
Q1
$756K Buy
15,599
+3,687
+31% +$197K 0.17% 102
2021
Q4
$667K Buy
+11,912
New +$586K 0.21% 82

Other funds holding WFC

Wedmont Private Capital's WFC Position: Q2 2026 in Review

Wedmont Private Capital increased its Wells Fargo (WFC) stake by 6.9% in Q2 2026, buying an estimated $797K and bringing the position to 154,312 shares worth $13.4M. The position accounts for 0.37% of the portfolio, ranked #43.

Wedmont Private Capital first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $15M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Wedmont Private Capital held 154,312 shares of Wells Fargo worth $13.4M as of Q2 2026.
  • Wedmont Private Capital bought 9,919 Wells Fargo shares in Q2 2026, an estimated $797K.
  • Wells Fargo made up 0.37% of Wedmont Private Capital's portfolio in Q2 2026, its #43 holding.
  • Wedmont Private Capital first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's Wells Fargo position peaked at $15M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.