WPC
WFC icon

Wedmont Private Capital’s Wells Fargo WFC Stock Holding History

Wedmont Private Capital’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 		$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

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
DC
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return