WoodTrust Financial’s Wells Fargo WFC Stock Holding History

WoodTrust Financial’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	$408K	Buy	4,942 +41	+0.8%	+$3.29K	0.05%	128
2026 Q1	$390K	Sell	4,901 -46	-0.9%	-$3.95K	0.05%	125
2025 Q4	$461K	Hold	4,947	–	–	0.05%	126
2025 Q3	$415K	Sell	4,947 -219	-4%	-$17.8K	0.05%	132
2025 Q2	$414K	Sell	5,166 -994	-16%	-$71.7K	0.05%	111
2025 Q1	$442K	Sell	6,160 -178	-3%	-$13.4K	0.06%	119
2024 Q4	$445K	Buy	6,338 +342	+6%	+$23.4K	0.06%	121
2024 Q3	$339K	Buy	5,996 +1,049	+21%	+$59.3K	0.05%	133
2024 Q2	$294K	Hold	4,947	–	–	0.05%	143
2024 Q1	$287K	Buy	4,947 +46	+0.9%	+$2.41K	0.05%	145
2023 Q4	$241K	Hold	4,901	–	–	0.04%	150
2023 Q3	$200K	Hold	4,901	–	–	0.04%	147
2023 Q2	$209K	Buy	+4,901	New	+$197K	0.04%	144
2023 Q1	–	Sell	-4,901	Closed	-$202K	–	155
2022 Q4	$202K	Buy	+4,901	New	+$217K	0.04%	145
2022 Q3	–	Sell	-5,558	Closed	-$218K	–	152
2022 Q2	$218K	Buy	+5,558	New	+$244K	0.05%	137
2018 Q4	–	Sell	-3,962	Closed	-$208K	–	77
2018 Q3	$208K	Sell	3,962 -49,470	-93%	-$2.82M	0.1%	75
2018 Q2	$2.96M	Sell	53,432 -27,384	-34%	-$1.47M	1.55%	20
2018 Q1	$4.24M	Buy	80,816 +880	+1%	+$52.3K	2.27%	13
2017 Q4	$4.85M	Buy	+79,936	New	+$4.51M	2.58%	11

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WoodTrust Financial's WFC Position: Q2 2026 in Review

WoodTrust Financial increased its Wells Fargo (WFC) stake by 0.84% in Q2 2026, buying an estimated $3.29K and bringing the position to 4,942 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #128.

WoodTrust Financial first reported a position in WFC in Q4 2017 and has held it in 19 quarters since. The position peaked at $4.85M in Q4 2017. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

WoodTrust Financial held 4,942 shares of Wells Fargo worth $408K as of Q2 2026.
WoodTrust Financial bought 41 Wells Fargo shares in Q2 2026, an estimated $3.29K.
Wells Fargo made up 0.05% of WoodTrust Financial's portfolio in Q2 2026, its #128 holding.
WoodTrust Financial first reported a position in Wells Fargo in Q4 2017 and has held it in 19 quarters since.
WoodTrust Financial's Wells Fargo position peaked at $4.85M in Q4 2017.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.