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West Branch Capital’s Wells Fargo WFC Stock Holding History

West Branch 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 		$1.86M Sell
22,485
-6,919
-24% -$556K 0.43% 39
2026
Q1 		$2.34M Buy
29,404
+946
+3% +$81.3K 0.63% 34
2025
Q4 		$2.65M Buy
28,458
+1,473
+5% +$128K 0.68% 31
2025
Q3 		$2.26M Buy
26,985
+2,086
+8% +$169K 0.59% 33
2025
Q2 		$1.99M Buy
24,899
+2,808
+13% +$202K 0.59% 34
2025
Q1 		$1.59M Buy
22,091
+4,904
+29% +$368K 0.53% 37
2024
Q4 		$1.21M Buy
17,187
+5,979
+53% +$408K 0.39% 45
2024
Q3 		$633K Buy
11,208
+868
+8% +$49.1K 0.22% 51
2024
Q2 		$614K Buy
10,340
+2,102
+26% +$124K 0.23% 49
2024
Q1 		$477K Buy
8,238
+656
+9% +$34.3K 0.19% 55
2023
Q4 		$373K Sell
7,582
-1,554
-17% -$67.1K 0.18% 51
2023
Q3 		$373K Sell
9,136
-746
-8% -$32.2K 0.2% 55
2023
Q2 		$422K Sell
9,882
-846
-8% -$34.1K 0.21% 54
2023
Q1 		$401K Buy
10,728
+423
+4% +$18.4K 0.22% 52
2022
Q4 		$426K Buy
10,305
+3
+0% +$133 0.26% 50
2022
Q3 		$414K Sell
10,302
-649
-6% -$27.9K 0.26% 56
2022
Q2 		$429K Sell
10,951
-310
-3% -$13.6K 0.25% 57
2022
Q1 		$546K Sell
11,261
-989
-8% -$52.9K 0.26% 56
2021
Q4 		$588K Buy
12,250
+697
+6% +$34.3K 0.25% 54
2021
Q3 		$536K Sell
11,553
-89
-0.8% -$4.12K 0.26% 56
2021
Q2 		$527K Buy
11,642
+4,853
+71% +$217K 0.26% 55
2021
Q1 		$265K Buy
+6,789
New +$240K 0.16% 75
2020
Q1 		– Sell
-11,793
Closed -$634K – 95
2019
Q4 		$634K Buy
+11,793
New +$618K 0.44% 58

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

West Branch Capital's WFC Position: Q2 2026 in Review

West Branch Capital reduced its Wells Fargo (WFC) stake by 24% in Q2 2026, selling an estimated $556K and leaving 22,485 shares worth $1.86M. The position accounts for 0.43% of the portfolio, ranked #39.

West Branch Capital first reported a position in WFC in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.65M in Q4 2025. 486 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • West Branch Capital held 22,485 shares of Wells Fargo worth $1.86M as of Q2 2026.
  • West Branch Capital sold 6,919 Wells Fargo shares in Q2 2026, an estimated $556K.
  • Wells Fargo made up 0.43% of West Branch Capital's portfolio in Q2 2026, its #39 holding.
  • West Branch Capital first reported a position in Wells Fargo in Q4 2019 and has held it in 23 quarters since.
  • West Branch Capital's Wells Fargo position peaked at $2.65M in Q4 2025.
  • 486 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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