Wittenberg Investment 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 | $935K | Hold |
11,320
| – | – | 0.32% | 43 |
|
|
2026
Q1 | $901K | Sell |
11,320
-100
| -0.9% | -$8.59K | 0.34% | 43 |
|
|
2025
Q4 | $1.06M | Hold |
11,420
| – | – | 0.41% | 37 |
|
|
2025
Q3 | $957K | Sell |
11,420
-358
| -3% | -$29K | 0.38% | 38 |
|
|
2025
Q2 | $944K | Sell |
11,778
-150
| -1% | -$10.8K | 0.41% | 38 |
|
|
2025
Q1 | $856K | Sell |
11,928
-40,529
| -77% | -$3.04M | 0.39% | 36 |
|
|
2024
Q4 | $3.68M | Sell |
52,457
-52,073
| -50% | -$3.56M | 1.45% | 12 |
|
|
2024
Q3 | $5.9M | Sell |
104,530
-11,167
| -10% | -$632K | 1.9% | 12 |
|
|
2024
Q2 | $6.87M | Sell |
115,697
-52,180
| -31% | -$3.08M | 2.34% | 10 |
|
|
2024
Q1 | $9.73M | Sell |
167,877
-34,269
| -17% | -$1.79M | 3.32% | 6 |
|
|
2023
Q4 | $9.95M | Sell |
202,146
-29,881
| -13% | -$1.29M | 3.46% | 6 |
|
|
2023
Q3 | $9.48M | Sell |
232,027
-12,645
| -5% | -$546K | 3.47% | 6 |
|
|
2023
Q2 | $10.4M | Sell |
244,672
-16,239
| -6% | -$654K | 3.78% | 5 |
|
|
2023
Q1 | $9.75M | Buy |
260,911
+12,210
| +5% | +$532K | 3.63% | 5 |
|
|
2022
Q4 | $10.3M | Sell |
248,701
-50
| -0% | -$2.21K | 4.18% | 5 |
|
|
2022
Q3 | $10M | Buy |
248,751
+875
| +0.4% | +$37.6K | 4.26% | 5 |
|
|
2022
Q2 | $9.71M | Buy |
247,876
+21,700
| +10% | +$952K | 4.1% | 5 |
|
|
2022
Q1 | $11M | Sell |
226,176
-17,583
| -7% | -$941K | 4.13% | 5 |
|
|
2021
Q4 | $11.7M | Sell |
243,759
-670
| -0.3% | -$33K | 4.25% | 5 |
|
|
2021
Q3 | $11.3M | Sell |
244,429
-2,709
| -1% | -$125K | 4.36% | 5 |
|
|
2021
Q2 | $11.2M | Sell |
247,138
-22,387
| -8% | -$1,000K | 4.51% | 5 |
|
|
2021
Q1 | $10.5M | Sell |
269,525
-300
| -0.1% | -$10.6K | 4.83% | 5 |
|
|
2020
Q4 | $8.14M | Sell |
269,825
-196,154
| -42% | -$5.08M | 3.97% | 5 |
|
|
2020
Q3 | $11M | Sell |
465,979
-31,147
| -6% | -$768K | 5.88% | 4 |
|
|
2020
Q2 | $12.7M | Sell |
497,126
-3,388
| -0.7% | -$92.7K | 7.1% | 3 |
|
|
2020
Q1 | $14.4M | Buy |
500,514
+252,553
| +102% | +$10.7M | 7.85% | 3 |
|
|
2019
Q4 | $13.3M | Sell |
247,961
-4,464
| -2% | -$234K | 5.17% | 3 |
|
|
2019
Q3 | $12.7M | Buy |
252,425
+38,728
| +18% | +$1.82M | 5.55% | 3 |
|
|
2019
Q2 | $10.1M | Buy |
213,697
+5,592
| +3% | +$262K | 4.32% | 4 |
|
|
2019
Q1 | $10.1M | Buy |
208,105
+2,800
| +1% | +$138K | 4.26% | 4 |
|
|
2018
Q4 | $9.46M | Buy |
+205,305
| New | +$10.5M | 4.45% | 4 |
|
Other funds holding WFC
Wittenberg Investment Management's WFC Position: Q2 2026 in Review
Wittenberg Investment Management held its Wells Fargo (WFC) position steady in Q2 2026 at 11,320 shares worth $935K. The position accounts for 0.32% of the portfolio, ranked #43.
Wittenberg Investment Management first reported a position in WFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $14.4M in Q1 2020. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Wittenberg Investment Management held 11,320 shares of Wells Fargo worth $935K as of Q2 2026.
- Wittenberg Investment Management left its Wells Fargo share count unchanged in Q2 2026.
- Wells Fargo made up 0.32% of Wittenberg Investment Management's portfolio in Q2 2026, its #43 holding.
- Wittenberg Investment Management first reported a position in Wells Fargo in Q4 2018 and has held it in 31 quarters since.
- Wittenberg Investment Management's Wells Fargo position peaked at $14.4M in Q1 2020.
- 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Wittenberg Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.