Western Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.25M | Sell |
15,120
-751
| -5% | -$60.4K | 0.04% | 419 |
|
|
2026
Q1 | $1.26M | Buy |
15,871
+3,644
| +30% | +$313K | 0.05% | 373 |
|
|
2025
Q4 | $1.14M | Buy |
12,227
+48
| +0.4% | +$4.17K | 0.05% | 314 |
|
|
2025
Q3 | $1.02M | Sell |
12,179
-773
| -6% | -$62.7K | 0.05% | 303 |
|
|
2025
Q2 | $1.04M | Sell |
12,952
-823
| -6% | -$59.3K | 0.06% | 268 |
|
|
2025
Q1 | $989K | Buy |
13,775
+1,635
| +13% | +$123K | 0.07% | 254 |
|
|
2024
Q4 | $853K | Sell |
12,140
-10,076
| -45% | -$688K | 0.05% | 341 |
|
|
2024
Q3 | $1.25M | Buy |
22,216
+9,867
| +80% | +$558K | 0.07% | 269 |
|
|
2024
Q2 | $733K | Sell |
12,349
-34
| -0.3% | -$2.01K | 0.05% | 283 |
|
|
2024
Q1 | $718K | Sell |
12,383
-7,843
| -39% | -$410K | 0.06% | 284 |
|
|
2023
Q4 | $996K | Sell |
20,226
-362
| -2% | -$15.6K | 0.07% | 279 |
|
|
2023
Q3 | $841K | Sell |
20,588
-905
| -4% | -$39.1K | 0.07% | 281 |
|
|
2023
Q2 | $917K | Buy |
21,493
+893
| +4% | +$35.9K | 0.08% | 263 |
|
|
2023
Q1 | $770K | Buy |
20,600
+6,738
| +49% | +$294K | 0.07% | 276 |
|
|
2022
Q4 | $572K | Sell |
13,862
-19,437
| -58% | -$860K | 0.06% | 315 |
|
|
2022
Q3 | $1.37M | Buy |
33,299
+4,039
| +14% | +$174K | 0.08% | 246 |
|
|
2022
Q2 | $1.15M | Sell |
29,260
-6,005
| -17% | -$264K | 0.07% | 279 |
|
|
2022
Q1 | $1.71M | Buy |
35,265
+18,234
| +107% | +$976K | 0.08% | 224 |
|
|
2021
Q4 | $813K | Buy |
+17,031
| New | +$838K | 0.08% | 231 |
|
|
2021
Q2 | $773K | Sell |
16,943
-810
| -5% | -$36.2K | 0.08% | 259 |
|
|
2021
Q1 | $694K | Buy |
17,753
+270
| +2% | +$9.56K | 0.09% | 217 |
|
|
2020
Q4 | $528K | Sell |
17,483
-2,754
| -14% | -$71.3K | 0.08% | 242 |
|
|
2020
Q3 | $476K | Buy |
20,237
+1,068
| +6% | +$26.3K | 0.08% | 247 |
|
|
2020
Q2 | $491K | Sell |
19,169
-1
| -0% | -$27 | 0.09% | 233 |
|
|
2020
Q1 | $547K | Buy |
19,170
+6,971
| +57% | +$296K | 0.13% | 175 |
|
|
2019
Q4 | $656K | Sell |
12,199
-3,119
| -20% | -$163K | 0.1% | 197 |
|
|
2019
Q3 | $772K | Sell |
15,318
-3,294
| -18% | -$155K | 0.16% | 143 |
|
|
2019
Q2 | $881K | Sell |
18,612
-318
| -2% | -$14.9K | 0.12% | 145 |
|
|
2019
Q1 | $914K | Sell |
18,930
-7,618
| -29% | -$375K | 0.2% | 120 |
|
|
2018
Q4 | $1.22M | Buy |
+26,548
| New | +$1.36M | 0.33% | 73 |
|
Other funds holding WFC
Western Wealth Management's WFC Position: Q2 2026 in Review
Western Wealth Management reduced its Wells Fargo (WFC) stake by 4.7% in Q2 2026, selling an estimated $60.4K and leaving 15,120 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #419.
Western Wealth Management first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.71M in Q1 2022. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Western Wealth Management held 15,120 shares of Wells Fargo worth $1.25M as of Q2 2026.
- Western Wealth Management sold 751 Wells Fargo shares in Q2 2026, an estimated $60.4K.
- Wells Fargo made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #419 holding.
- Western Wealth Management first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
- Western Wealth Management's Wells Fargo position peaked at $1.71M in Q1 2022.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.