WG
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Welch Group’s Wells Fargo WFC Stock Holding History

Welch Group’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 		$2.04M Buy
24,719
+716
+3% +$57.5K 0.07% 83
2026
Q1 		$1.91M Buy
24,003
+7
+0% +$601 0.07% 84
2025
Q4 		$2.24M Buy
23,996
+591
+3% +$51.3K 0.09% 77
2025
Q3 		$1.96M Buy
23,405
+938
+4% +$76.1K 0.08% 76
2025
Q2 		$1.8M Buy
22,467
+1,006
+5% +$72.5K 0.08% 77
2025
Q1 		$1.52M Sell
21,461
-84
-0.4% -$6.31K 0.07% 83
2024
Q4 		$1.52M Buy
21,545
+185
+0.9% +$12.6K 0.07% 84
2024
Q3 		$1.21M Buy
21,360
+194
+0.9% +$11K 0.05% 90
2024
Q2 		$1.26M Buy
21,166
+6,500
+44% +$384K 0.06% 82
2024
Q1 		$850K Hold
14,666
– – 0.04% 93
2023
Q4 		$722K Buy
14,666
+1,503
+11% +$64.9K 0.04% 97
2023
Q3 		$538K Sell
13,163
-365
-3% -$15.8K 0.03% 104
2023
Q2 		$577K Buy
13,528
+498
+4% +$20K 0.03% 97
2023
Q1 		$487K Buy
13,030
+32
+0.2% +$1.4K 0.03% 112
2022
Q4 		$537K Sell
12,998
-288
-2% -$12.7K 0.03% 113
2022
Q3 		$534K Buy
13,286
+300
+2% +$12.9K 0.03% 93
2022
Q2 		$509K Sell
12,986
-204
-2% -$8.95K 0.03% 103
2022
Q1 		$639K Buy
13,190
+781
+6% +$41.8K 0.04% 99
2021
Q4 		$595K Buy
12,409
+2
+0% +$98 0.03% 111
2021
Q3 		$576K Buy
12,407
+6,374
+106% +$295K 0.04% 100
2021
Q2 		$273K Buy
6,033
+200
+3% +$8.93K 0.02% 147
2021
Q1 		$228K Buy
+5,833
New +$206K 0.02% 168
2020
Q2 		– Sell
-7,675
Closed -$220K – 155
2020
Q1 		$220K Buy
7,675
+762
+11% +$32.4K 0.02% 112
2019
Q4 		$372K Buy
6,913
+1,236
+22% +$64.7K 0.04% 87
2019
Q3 		$286K Hold
5,677
– – 0.03% 97
2019
Q2 		$269K Sell
5,677
-286
-5% -$13.4K 0.03% 97
2019
Q1 		$288K Buy
5,963
+1,488
+33% +$73.2K 0.03% 99
2018
Q4 		$206K Sell
4,475
-26
-0.6% -$1.33K 0.03% 111
2018
Q3 		$237 Sell
4,501
-12,582
-74% -$718K 0.02% 115
2018
Q2 		$947K Sell
17,083
-190
-1% -$10.2K 0.12% 52
2018
Q1 		$905K Sell
17,273
-425
-2% -$25.2K 0.11% 54
2017
Q4 		$1.07M Sell
17,698
-475
-3% -$26.8K 0.17% 51
2017
Q3 		$1M Sell
18,173
-92
-0.5% -$4.89K 0.17% 49
2017
Q2 		$1.01M Buy
18,265
+2,400
+15% +$129K 0.17% 49
2017
Q1 		$883K Buy
15,865
+475
+3% +$27K 0.17% 46
2016
Q4 		$848K Sell
15,390
-2,057
-12% -$103K 0.17% 47
2016
Q3 		$773K Buy
17,447
+1,924
+12% +$92.1K 0.15% 51
2016
Q2 		$735K Sell
15,523
-1,572
-9% -$76.6K 0.15% 45
2016
Q1 		$827K Sell
17,095
-26
-0.2% -$1.27K 0.14% 51
2015
Q4 		$931K Buy
17,121
+286
+2% +$15.5K 0.17% 50
2015
Q3 		$864K Buy
16,835
+117
+0.7% +$6.43K 0.17% 48
2015
Q2 		$940K Buy
16,718
+103
+0.6% +$5.74K 0.18% 49
2015
Q1 		$904 Buy
16,615
+1,258
+8% +$68K 0.17% 50
2014
Q4 		$842K Buy
15,357
+123
+0.8% +$6.51K 0.16% 51
2014
Q3 		$790K Sell
15,234
-231
-1% -$11.9K 0.16% 51
2014
Q2 		$813K Buy
15,465
+285
+2% +$14.3K 0.17% 53
2014
Q1 		$755K Hold
15,180
– – 0.17% 49
2013
Q4 		$689K Buy
15,180
+50
+0.3% +$2.16K 0.16% 53
2013
Q3 		$625K Hold
15,130
– – 0.15% 53
2013
Q2 		$624K Buy
+15,130
New +$590K 0.16% 52

Other funds holding WFC

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Welch Group's WFC Position: Q2 2026 in Review

Welch Group increased its Wells Fargo (WFC) stake by 3% in Q2 2026, buying an estimated $57.5K and bringing the position to 24,719 shares worth $2.04M. The position accounts for 0.07% of the portfolio, ranked #83.

Welch Group first reported a position in WFC in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.24M in Q4 2025. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Welch Group held 24,719 shares of Wells Fargo worth $2.04M as of Q2 2026.
  • Welch Group bought 716 Wells Fargo shares in Q2 2026, an estimated $57.5K.
  • Wells Fargo made up 0.07% of Welch Group's portfolio in Q2 2026, its #83 holding.
  • Welch Group first reported a position in Wells Fargo in Q2 2013 and has held it in 50 quarters since.
  • Welch Group's Wells Fargo position peaked at $2.24M in Q4 2025.
  • 988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.