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Whitney & Co’s Wells Fargo WFC Stock Holding History

Whitney & Co’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 		$708K Sell
8,565
-1,758
-17% -$141K 0.05% 111
2026
Q1 		$822K Buy
10,323
+2,183
+27% +$188K 0.07% 103
2025
Q4 		$759K Buy
+8,140
New +$707K 0.06% 106
2019
Q3 		– Sell
-47,809
Closed -$2.26M – 110
2019
Q2 		$2.26M Sell
47,809
-806
-2% -$37.7K 0.51% 59
2019
Q1 		$2.35M Sell
48,615
-6,284
-11% -$309K 0.53% 57
2018
Q4 		$2.69M Sell
54,899
-11,763
-18% -$602K 0.69% 50
2018
Q3 		$3.54M Sell
66,662
-2,429
-4% -$139K 0.85% 51
2018
Q2 		$3.83M Sell
69,091
-340
-0.5% -$18.2K 1.02% 42
2018
Q1 		$3.64M Buy
69,431
+1,082
+2% +$64.3K 1.04% 41
2017
Q4 		$4.15M Sell
68,349
-4,708
-6% -$266K 1.2% 36
2017
Q3 		$4.05M Hold
73,057
– – 1.36% 33
2017
Q2 		$4.05M Sell
73,057
-3,485
-5% -$187K 1.33% 34
2017
Q1 		$4.26M Sell
76,542
-340
-0.4% -$19.3K 1.55% 27
2016
Q4 		$4.24M Sell
76,882
-1,893
-2% -$95.2K 1.6% 24
2016
Q3 		$3.49M Buy
78,775
+3,545
+5% +$170K 1.4% 33
2016
Q2 		$3.56M Buy
75,230
+2,070
+3% +$101K 1.45% 28
2016
Q1 		$3.54M Buy
73,160
+2,780
+4% +$136K 1.52% 24
2015
Q4 		$3.83M Buy
70,380
+1,195
+2% +$64.9K 1.67% 19
2015
Q3 		$3.55M Buy
69,185
+520
+0.8% +$28.6K 1.61% 18
2015
Q2 		$3.86M Sell
68,665
-450
-0.7% -$25.1K 1.68% 14
2015
Q1 		$3.76M Sell
69,115
-257
-0.4% -$13.9K 1.68% 15
2014
Q4 		$3.8M Buy
69,372
+207
+0.3% +$11K 1.71% 18
2014
Q3 		$3.59M Buy
69,165
+625
+0.9% +$32.1K 1.66% 20
2014
Q2 		$3.6M Buy
68,540
+2,900
+4% +$146K 1.66% 21
2014
Q1 		$3.27M Buy
+65,640
New +$3.06M 1.64% 24

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Whitney & Co's WFC Position: Q2 2026 in Review

Whitney & Co reduced its Wells Fargo (WFC) stake by 17% in Q2 2026, selling an estimated $141K and leaving 8,565 shares worth $708K. The position accounts for 0.05% of the portfolio, ranked #111.

Whitney & Co first reported a position in WFC in Q1 2014 and has held it in 25 quarters since. The position peaked at $4.26M in Q1 2017. 1,314 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Whitney & Co held 8,565 shares of Wells Fargo worth $708K as of Q2 2026.
  • Whitney & Co sold 1,758 Wells Fargo shares in Q2 2026, an estimated $141K.
  • Wells Fargo made up 0.05% of Whitney & Co's portfolio in Q2 2026, its #111 holding.
  • Whitney & Co first reported a position in Wells Fargo in Q1 2014 and has held it in 25 quarters since.
  • Whitney & Co's Wells Fargo position peaked at $4.26M in Q1 2017.
  • 1,314 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.