At Holdings Channel, we have reviewed the latest batch of the 49 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Wells Fargo & Co (Symbol: WFC) was held by 24 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let’s take a look at the change in WFC positions, for this latest batch of 13F filers:
FundNew Position?Change In Share CountChange In Market Value ($ in 1000’s)
Arvest Investments Inc.
Existing
–19+$11River Road Asset Management LLC
Existing
–16,200+$811Aspen Investment Management Inc
Existing
–100+$24Benchmark Financial Wealth Advisors LLC
Existing
–229+$6Cidel Asset Management Inc.
Existing
+2,659+$338Ironwood Financial llc
Existing
+1+$24Sequoia Financial Advisors LLC
Existing
+2,837+$1,140Laurel Wealth Advisors LLC
Existing
+140+$189Rosenberg Matthew Hamilton
Existing
+1,588+$144Advocate Group LLC
Existing
–439+$61Hickory Point Bank & Trust
Existing
UNCH+$8GRIMES & Co WEALTH MANAGEMENT LLC
Existing
–287+$89Fort Washington Investment Advisors Inc. OH
Existing
+11,316+$3,461Heartwood Wealth Advisors LLC
Existing
UNCH+$10Forza Wealth Management LLC
Existing
UNCH+$9Baker Tilly Wealth Management LLC
Existing
–333+$4Citizens & Northern Corp
NEW
+51,763+$4,278Watershed Private Wealth LLC
Existing
UNCH+$10Advantage Trust Co
Existing
UNCH+$2Merit Financial Group LLC
Existing
–31,696–$2,108Builder Investment Group Inc. ADV
Existing
UNCH+$10Formidable Asset Management LLC
Existing
+913+$73Vaquero Private Wealth Ltd.
NEW
+183+$15Madrona Financial Services LLC
Existing
–6+$12Aggregate Change:
+22,091+$8,621
In terms of shares owned, we count 7 of the above funds having increased existing WFC positions from 03/31/2026 to 06/30/2026, with 9 having decreased their positions and 2 new positions. Worth noting is that AEGON USA Investment Management LLC, included in this recent batch of 13F filers, exited WFC common stock as of 06/30/2026.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the WFC share count in the aggregate among all of the funds which held WFC at the 06/30/2026 reporting period (out of the 1,254 we looked at in total). We then compared that number to the sum total of WFC shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for WFC. We found that between these two periods, funds reduced their holdings by 135,813 shares in the aggregate, from 21,142,643 down to 21,006,830 for a share count decline of approximately -0.64%. The overall top three funds holding WFC on 06/30/2026 were:
We’ll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Wells Fargo & Co (Symbol: WFC).
