WFC
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Western Financial Corp’s Wells Fargo WFC Stock Holding History

Western Financial Corp’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 		$7.35M Sell
88,892
-9,246
-9% -$743K 2.15% 9
2026
Q1 		$7.81M Buy
98,138
+1,682
+2% +$144K 3.06% 3
2025
Q4 		$8.99M Sell
96,456
-328
-0.3% -$28.5K 3.57% 3
2025
Q3 		$8.11M Buy
96,784
+10,407
+12% +$844K 3.53% 3
2025
Q2 		$6.92M Sell
86,377
-9,835
-10% -$709K 3.71% 3
2025
Q1 		$6.91M Buy
96,212
+145
+0.2% +$10.9K 4.01% 3
2024
Q4 		$6.75M Buy
96,067
+1,032
+1% +$70.5K 3.71% 3
2024
Q3 		$5.37M Buy
95,035
+132
+0.1% +$7.46K 3.05% 3
2024
Q2 		$5.64M Buy
94,903
+4,026
+4% +$238K 3.4% 3
2024
Q1 		$5.27M Hold
90,877
– – 3.23% 3
2023
Q4 		$4.47M Sell
90,877
-313
-0.3% -$13.5K 2.99% 3
2023
Q3 		$3.79M Hold
91,190
– – 2.78% 4
2023
Q2 		$3.89M Sell
91,190
-16
-0% -$644 2.65% 4
2023
Q1 		$3.41M Hold
91,206
– – 2.43% 4
2022
Q4 		$3.77M Sell
91,206
-300
-0.3% -$13.3K 2.44% 4
2022
Q3 		$3.68M Hold
91,506
– – 2.57% 4
2022
Q2 		$3.58M Sell
91,506
-44
-0% -$1.93K 2.55% 4
2022
Q1 		$4.44M Buy
91,550
+60
+0.1% +$3.21K 2.58% 4
2021
Q4 		$4.39M Sell
91,490
-182
-0.2% -$8.96K 2.3% 5
2021
Q3 		$4.25M Sell
91,672
-75
-0.1% -$3.47K 2.52% 5
2021
Q2 		$4.16M Hold
91,747
– – 2.25% 5
2021
Q1 		$3.58M Sell
91,747
-1,000
-1% -$35.4K 2.19% 5
2020
Q4 		$2.8M Buy
+92,747
New +$2.4M 1.84% 5

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Western Financial Corp's WFC Position: Q2 2026 in Review

Western Financial Corp reduced its Wells Fargo (WFC) stake by 9.4% in Q2 2026, selling an estimated $743K and leaving 88,892 shares worth $7.35M. The position accounts for 2.15% of the portfolio, ranked #9.

Western Financial Corp first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.99M in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Western Financial Corp held 88,892 shares of Wells Fargo worth $7.35M as of Q2 2026.
  • Western Financial Corp sold 9,246 Wells Fargo shares in Q2 2026, an estimated $743K.
  • Wells Fargo made up 2.15% of Western Financial Corp's portfolio in Q2 2026, its #9 holding.
  • Western Financial Corp first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • Western Financial Corp's Wells Fargo position peaked at $8.99M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.