Wells Fargo
SRL icon

Wells Fargo’s Scully Royalty SRL Stock Holding History

Wells Fargo’s Portfolio SRL Stock Details SRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.1K Hold
3,596
– – ﹤0.01% 5659
2025
Q4 		$30.7K Buy
3,596
+4
+0.1% +$25 ﹤0.01% 5681
2025
Q3 		$21.6K Sell
3,592
-9,115
-72% -$51.9K ﹤0.01% 5782
2025
Q2 		$73.7K Buy
12,707
+230
+2% +$1.63K ﹤0.01% 5359
2025
Q1 		$101K Hold
12,477
– – ﹤0.01% 5099
2024
Q4 		$115K Sell
12,477
-10,000
-44% -$76.1K ﹤0.01% 5120
2024
Q3 		$180K Hold
22,477
– – ﹤0.01% 4658
2024
Q2 		$160K Hold
22,477
– – ﹤0.01% 4654
2024
Q1 		$138K Hold
22,477
– – ﹤0.01% 4702
2023
Q4 		$137K Sell
22,477
-1
-0% -$5 ﹤0.01% 4708
2023
Q3 		$127K Hold
22,478
– – ﹤0.01% 4640
2023
Q2 		$164K Buy
22,478
+1
+0% +$7 ﹤0.01% 4711
2023
Q1 		$151K Sell
22,477
-1
-0% -$8 ﹤0.01% 4593
2022
Q4 		$173K Sell
22,478
-1,470
-6% -$11.4K ﹤0.01% 4254
2022
Q3 		$177K Hold
23,948
– – ﹤0.01% 4315
2022
Q2 		$192K Buy
23,948
+5,634
+31% +$50.9K ﹤0.01% 4309
2022
Q1 		$180K Buy
18,314
+6,953
+61% +$61.8K ﹤0.01% 5043
2021
Q4 		$101K Buy
11,361
+836
+8% +$8.57K ﹤0.01% 5634
2021
Q3 		$119K Buy
10,525
+701
+7% +$8.94K ﹤0.01% 5322
2021
Q2 		$120K Buy
9,824
+808
+9% +$9.76K ﹤0.01% 5231
2021
Q1 		$79K Hold
9,016
– – ﹤0.01% 5590
2020
Q4 		$45K Sell
9,016
-1,900
-17% -$8.51K ﹤0.01% 5616
2020
Q3 		$54K Hold
10,916
– – ﹤0.01% 5480
2020
Q2 		$83K Buy
10,916
+400
+4% +$3.14K ﹤0.01% 5311
2020
Q1 		$79K Sell
10,516
-763
-7% -$7.14K ﹤0.01% 5175
2019
Q4 		$140K Buy
11,279
+1,699
+18% +$18.7K ﹤0.01% 5152
2019
Q3 		$112K Buy
9,580
+201
+2% +$2.61K ﹤0.01% 5266
2019
Q2 		$125K Buy
9,379
+964
+11% +$11K ﹤0.01% 5207
2019
Q1 		$62K Buy
8,415
+2,999
+55% +$20.7K ﹤0.01% 5269
2018
Q4 		$28K Hold
5,416
– – ﹤0.01% 5694
2018
Q3 		$33K Hold
5,416
– – ﹤0.01% 5720
2018
Q2 		$32K Hold
5,416
– – ﹤0.01% 5715
2018
Q1 		$34K Hold
5,416
– – ﹤0.01% 5677
2017
Q4 		$42K Sell
5,416
-1,399
-21% -$12.1K ﹤0.01% 5604
2017
Q3 		$64K Sell
6,815
-303
-4% -$2.7K ﹤0.01% 5394
2017
Q2 		$63K Sell
7,118
-10,010
-58% -$81K ﹤0.01% 5330
2017
Q1 		$152K Buy
17,128
+310
+2% +$3.12K ﹤0.01% 4979
2016
Q4 		$164K Sell
16,818
-3,718
-18% -$38K ﹤0.01% 4868
2016
Q3 		$210K Sell
20,536
-700
-3% -$7.71K ﹤0.01% 4459
2016
Q2 		$233K Sell
21,236
-37,857
-64% -$348K ﹤0.01% 4318
2016
Q1 		$585K Sell
59,093
-2,928
-5% -$29.8K ﹤0.01% 3775
2015
Q4 		$605K Buy
62,021
+43,380
+233% +$522K ﹤0.01% 3806
2015
Q3 		$267K Hold
18,641
– – ﹤0.01% 4308
2015
Q2 		$377K Buy
18,641
+2,944
+19% +$63.5K ﹤0.01% 4260
2015
Q1 		$319K Buy
15,697
+4,698
+43% +$110K ﹤0.01% 4198
2014
Q4 		$389K Sell
10,999
-1,547
-12% -$47.5K ﹤0.01% 4081
2014
Q3 		$446K Buy
12,546
+1,500
+14% +$57.4K ﹤0.01% 3959
2014
Q2 		$423K Buy
11,046
+381
+4% +$14.3K ﹤0.01% 4002
2014
Q1 		$424K Sell
10,665
-986
-8% -$37.8K ﹤0.01% 3962
2013
Q4 		$465K Buy
11,651
+2,202
+23% +$87.4K ﹤0.01% 3825
2013
Q3 		$397K Sell
9,449
-87
-0.9% -$3.64K ﹤0.01% 3867
2013
Q2 		$385K Buy
+9,536
New +$399K ﹤0.01% 3820

Other funds holding SRL

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Wells Fargo's SRL Position: Q1 2026 in Review

Wells Fargo held its Scully Royalty (SRL) position steady in Q1 2026 at 3,596 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5659.

Wells Fargo first reported a position in SRL in Q2 2013 and has held it in 52 quarters since. The position peaked at $605K in Q4 2015. 17 funds tracked by Wall St. Rank hold SRL as of Q1 2026.

  • Wells Fargo held 3,596 shares of Scully Royalty worth $28.1K as of Q1 2026.
  • Wells Fargo left its Scully Royalty share count unchanged in Q1 2026.
  • Scully Royalty made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5659 holding.
  • Wells Fargo first reported a position in Scully Royalty in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Scully Royalty position peaked at $605K in Q4 2015.
  • 17 funds tracked by Wall St. Rank held Scully Royalty as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.