West Paces Advisors’s Wells Fargo WFC Stock Holding History

West Paces Advisors’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	$229K	Buy	2,765 +14	+0.5%	+$1.13K	0.04%	152
2026 Q1	$219K	Buy	2,751 +72	+3%	+$6.18K	0.04%	151
2025 Q4	$250K	Buy	2,679 +62	+2%	+$5.38K	0.05%	142
2025 Q3	$219K	Sell	2,617 -106	-4%	-$8.6K	0.04%	143
2025 Q2	$218K	Sell	2,723 -70	-3%	-$5.05K	0.05%	143
2025 Q1	$201K	Hold	2,793	–	–	0.05%	134
2024 Q4	$196K	Hold	2,793	–	–	0.05%	134
2024 Q3	$158K	Hold	2,793	–	–	0.04%	162
2024 Q2	$166K	Sell	2,793 -120	-4%	-$7.08K	0.04%	136
2024 Q1	$169K	Sell	2,913 -400	-12%	-$20.9K	0.04%	143
2023 Q4	$163K	Buy	3,313 +128	+4%	+$5.52K	0.05%	136
2023 Q3	$130K	Hold	3,185	–	–	0.04%	144
2023 Q2	$136K	Buy	3,185 +800	+34%	+$32.2K	0.04%	148
2023 Q1	$89.2K	Hold	2,385	–	–	0.03%	183
2022 Q4	$98.5K	Hold	2,385	–	–	0.03%	169
2022 Q3	$95.9K	Sell	2,385 -22	-0.9%	-$945	0.03%	167
2022 Q2	$94.3K	Buy	2,407 +58	+2%	+$2.54K	0.03%	170
2022 Q1	$114K	Buy	2,349 +22	+0.9%	+$1.18K	0.04%	157
2021 Q4	$112K	Hold	2,327	–	–	0.03%	156
2021 Q3	$108K	Sell	2,327 -128	-5%	-$5.92K	0.04%	147
2021 Q2	$111K	Hold	2,455	–	–	0.04%	135
2021 Q1	$95.9K	Hold	2,455	–	–	0.04%	144
2020 Q4	$74.1K	Sell	2,455 -317	-11%	-$8.21K	0.03%	157
2020 Q3	$65.2K	Sell	2,772 -446	-14%	-$11K	0.03%	157
2020 Q2	$82.4K	Sell	3,218 -1,010	-24%	-$27.6K	0.04%	145
2020 Q1	$121K	Sell	4,228 -9,297	-69%	-$395K	0.08%	114
2019 Q4	$728K	Buy	13,525 +698	+5%	+$36.6K	0.4%	52
2019 Q3	$647K	Sell	12,827 -137	-1%	-$6.45K	0.39%	56
2019 Q2	$613K	Buy	12,964 +2,287	+21%	+$107K	0.38%	56
2019 Q1	$516K	Sell	10,677 -1,675	-14%	-$82.4K	0.36%	59
2018 Q4	$569K	Sell	12,352 -340	-3%	-$17.4K	0.44%	57
2018 Q3	$667K	Hold	12,692	–	–	0.48%	50
2018 Q2	$704K	Sell	12,692 -455	-3%	-$24.4K	0.53%	46
2018 Q1	$689K	Sell	13,147 -571	-4%	-$33.9K	0.51%	44
2017 Q4	$832K	Sell	13,718 -581	-4%	-$32.8K	0.62%	37
2017 Q3	$789K	Sell	14,299 -380	-3%	-$20.2K	0.59%	39
2017 Q2	$813K	Buy	14,679 +705	+5%	+$37.8K	0.65%	35
2017 Q1	$778K	Hold	13,974	–	–	0.62%	40
2016 Q4	$770K	Buy	+13,974	New	+$703K	0.72%	30

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

West Paces Advisors's WFC Position: Q2 2026 in Review

West Paces Advisors increased its Wells Fargo (WFC) stake by 0.51% in Q2 2026, buying an estimated $1.13K and bringing the position to 2,765 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #152.

West Paces Advisors first reported a position in WFC in Q4 2016 and has held it in 39 quarters since. The position peaked at $832K in Q4 2017. 911 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

West Paces Advisors held 2,765 shares of Wells Fargo worth $229K as of Q2 2026.
West Paces Advisors bought 14 Wells Fargo shares in Q2 2026, an estimated $1.13K.
Wells Fargo made up 0.04% of West Paces Advisors's portfolio in Q2 2026, its #152 holding.
West Paces Advisors first reported a position in Wells Fargo in Q4 2016 and has held it in 39 quarters since.
West Paces Advisors's Wells Fargo position peaked at $832K in Q4 2017.
911 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.