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ZWJ Investment Counsel’s Wells Fargo WFC Stock Holding History

ZWJ Investment Counsel’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 		$2.35M Buy
28,383
+50
+0.2% +$4.02K 0.08% 98
2026
Q1 		$2.26M Buy
28,333
+87
+0.3% +$7.47K 0.08% 94
2025
Q4 		$2.63M Sell
28,246
-2,614
-8% -$227K 0.1% 85
2025
Q3 		$2.59M Buy
30,860
+79
+0.3% +$6.41K 0.09% 83
2025
Q2 		$2.47M Sell
30,781
-2,211
-7% -$159K 0.09% 84
2025
Q1 		$2.37M Sell
32,992
-548
-2% -$41.1K 0.1% 86
2024
Q4 		$2.36M Buy
33,540
+591
+2% +$40.4K 0.1% 88
2024
Q3 		$1.86M Buy
32,949
+1
+0% +$57 0.08% 98
2024
Q2 		$1.96M Buy
32,948
+2,500
+8% +$148K 0.09% 91
2024
Q1 		$1.76M Buy
30,448
+10,149
+50% +$531K 0.08% 90
2023
Q4 		$999K Hold
20,299
– – 0.05% 106
2023
Q3 		$829K Buy
20,299
+2,365
+13% +$102K 0.05% 111
2023
Q2 		$765K Hold
17,934
– – 0.04% 111
2023
Q1 		$670K Sell
17,934
-5,763
-24% -$251K 0.04% 116
2022
Q4 		$978K Sell
23,697
-1,250
-5% -$55.3K 0.06% 100
2022
Q3 		$1M Hold
24,947
– – 0.06% 101
2022
Q2 		$977K Buy
24,947
+16,537
+197% +$726K 0.06% 107
2022
Q1 		$408K Sell
8,410
-5,000
-37% -$268K 0.02% 134
2021
Q4 		$643K Hold
13,410
– – 0.03% 115
2021
Q3 		$622K Hold
13,410
– – 0.04% 114
2021
Q2 		$607K Sell
13,410
-7,150
-35% -$319K 0.04% 116
2021
Q1 		$803K Buy
20,560
+4,516
+28% +$160K 0.05% 105
2020
Q4 		$484K Buy
16,044
+5,272
+49% +$136K 0.03% 117
2020
Q3 		$253K Sell
10,772
-5,200
-33% -$128K 0.02% 137
2020
Q2 		$409K Sell
15,972
-18,304
-53% -$501K 0.04% 116
2020
Q1 		$984K Sell
34,276
-110
-0.3% -$4.68K 0.09% 105
2019
Q4 		$1.85M Buy
34,386
+13,408
+64% +$702K 0.12% 82
2019
Q3 		$1.06M Buy
20,978
+2,500
+14% +$118K 0.08% 83
2019
Q2 		$874K Sell
18,478
-2,107
-10% -$98.5K 0.07% 91
2019
Q1 		$995K Sell
20,585
-9,411
-31% -$463K 0.08% 85
2018
Q4 		$1.38M Buy
29,996
+13,177
+78% +$675K 0.13% 78
2018
Q3 		$884K Buy
16,819
+1,710
+11% +$97.6K 0.07% 85
2018
Q2 		$838K Sell
15,109
-695
-4% -$37.2K 0.07% 85
2018
Q1 		$828K Sell
15,804
-32,092
-67% -$1.91M 0.07% 84
2017
Q4 		$2.91M Buy
47,896
+2,815
+6% +$159K 0.23% 66
2017
Q3 		$2.49M Sell
45,081
-11,028
-20% -$586K 0.19% 69
2017
Q2 		$3.11M Sell
56,109
-33,641
-37% -$1.8M 0.25% 66
2017
Q1 		$5M Buy
89,750
+56,780
+172% +$3.22M 0.41% 57
2016
Q4 		$1.82M Buy
32,970
+2,338
+8% +$118K 0.17% 73
2016
Q3 		$1.36M Sell
30,632
-411
-1% -$19.7K 0.14% 75
2016
Q2 		$1.47M Buy
31,043
+445
+1% +$21.7K 0.15% 76
2016
Q1 		$1.48M Buy
30,598
+4,696
+18% +$230K 0.16% 73
2015
Q4 		$1.41M Buy
25,902
+384
+2% +$20.9K 0.15% 78
2015
Q3 		$1.31M Sell
25,518
-4,440
-15% -$244K 0.15% 73
2015
Q2 		$1.69M Buy
29,958
+4,648
+18% +$259K 0.18% 74
2015
Q1 		$1.38M Buy
25,310
+600
+2% +$32.4K 0.14% 74
2014
Q4 		$1.35M Buy
24,710
+113
+0.5% +$5.98K 0.14% 76
2014
Q3 		$1.28M Buy
24,597
+859
+4% +$44.2K 0.14% 77
2014
Q2 		$1.25M Buy
23,738
+524
+2% +$26.3K 0.14% 76
2014
Q1 		$1.16M Sell
23,214
-1,345
-5% -$62.6K 0.13% 79
2013
Q4 		$1.11M Buy
24,559
+1,099
+5% +$47.5K 0.13% 80
2013
Q3 		$969K Buy
23,460
+1,645
+8% +$70.2K 0.12% 79
2013
Q2 		$901K Buy
+21,815
New +$850K 0.12% 79

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ZWJ Investment Counsel's WFC Position: Q2 2026 in Review

ZWJ Investment Counsel increased its Wells Fargo (WFC) stake by 0.18% in Q2 2026, buying an estimated $4.02K and bringing the position to 28,383 shares worth $2.35M. The position accounts for 0.08% of the portfolio, ranked #98.

ZWJ Investment Counsel first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $5M in Q1 2017. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • ZWJ Investment Counsel held 28,383 shares of Wells Fargo worth $2.35M as of Q2 2026.
  • ZWJ Investment Counsel bought 50 Wells Fargo shares in Q2 2026, an estimated $4.02K.
  • Wells Fargo made up 0.08% of ZWJ Investment Counsel's portfolio in Q2 2026, its #98 holding.
  • ZWJ Investment Counsel first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • ZWJ Investment Counsel's Wells Fargo position peaked at $5M in Q1 2017.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.