Yousif Capital Management’s Wells Fargo WFC Stock Holding History

Yousif Capital Management’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	$28.9M	Sell	349,488 -28,124	-7%	-$2.26M	0.32%	45
2026 Q1	$30.1M	Sell	377,612 -20,966	-5%	-$1.8M	0.35%	39
2025 Q4	$34.5M	Sell	398,578 -32,008	-7%	-$2.78M	0.38%	37
2025 Q3	$36.1M	Sell	430,586 -37,207	-8%	-$3.02M	0.39%	34
2025 Q2	$37.5M	Sell	467,793 -11,188	-2%	-$807K	0.4%	32
2025 Q1	$34.4M	Sell	478,981 -14,365	-3%	-$1.08M	0.4%	33
2024 Q4	$34.7M	Sell	493,346 -22,964	-4%	-$1.57M	0.38%	34
2024 Q3	$29.2M	Sell	516,310 -20,943	-4%	-$1.18M	0.32%	46
2024 Q2	$31.9M	Sell	537,253 -33,655	-6%	-$1.99M	0.36%	35
2024 Q1	$33.1M	Sell	570,908 -19,469	-3%	-$1.02M	0.37%	36
2023 Q4	$29.1M	Sell	590,377 -28,401	-5%	-$1.23M	0.34%	42
2023 Q3	$25.3M	Sell	618,778 -33,802	-5%	-$1.46M	0.32%	42
2023 Q2	$27.9M	Sell	652,580 -3,543	-0.5%	-$143K	0.34%	45
2023 Q1	$24.5M	Sell	656,123 -37,623	-5%	-$1.64M	0.32%	48
2022 Q4	$28.6M	Buy	693,746 +18,011	+3%	+$797K	0.38%	38
2022 Q3	$27.2M	Sell	675,735 -12,930	-2%	-$556K	0.39%	33
2022 Q2	$27M	Sell	688,665 -40,565	-6%	-$1.78M	0.36%	40
2022 Q1	$35.3M	Buy	729,230 +5,227	+0.7%	+$280K	0.38%	33
2021 Q4	$34.7M	Buy	+724,003	New	+$35.6M	0.36%	41

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Yousif Capital Management's WFC Position: Q2 2026 in Review

Yousif Capital Management reduced its Wells Fargo (WFC) stake by 7.4% in Q2 2026, selling an estimated $2.26M and leaving 349,488 shares worth $28.9M. The position accounts for 0.32% of the portfolio, ranked #45.

Yousif Capital Management first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $37.5M in Q2 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Yousif Capital Management held 349,488 shares of Wells Fargo worth $28.9M as of Q2 2026.
Yousif Capital Management sold 28,124 Wells Fargo shares in Q2 2026, an estimated $2.26M.
Wells Fargo made up 0.32% of Yousif Capital Management's portfolio in Q2 2026, its #45 holding.
Yousif Capital Management first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Wells Fargo position peaked at $37.5M in Q2 2025.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.