Smith, Salley & Associates
- SEC CIK
- 0001482012
- Latest filing
- Jul 23, 2026
WFC holding history
Wells Fargo & Company in every 13F filed by Smith, Salley & Associates, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WFC overviewAll 13F holders of WFCFull Q2 2026 holdings
- Shares (Q2 2026)
- 6,700
- Value
- $553.7K
- % of portfolio
- <0.1%
- Quarters held
- 18
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 6,700 | $553.7K | <0.1% | −39,370−85.5% | Reduced | Holders |
| Q1 2026 | 46,070 | $3.67M | 0.2% | +1,792+4.0% | Added | Holders |
| Q4 2025 | 44,278 | $4.13M | 0.2% | +384+0.9% | Added | Holders |
| Q3 2025 | 43,894 | $3.68M | 0.2% | +658+1.5% | Added | Holders |
| Q2 2025 | 43,236 | $3.46M | 0.2% | −572−1.3% | Reduced | Holders |
| Q1 2025 | 43,808 | $3.14M | 0.2% | +1,474+3.5% | Added | Holders |
| Q4 2024 | 42,334 | $2.97M | 0.2% | +512+1.2% | Added | Holders |
| Q3 2024 | 41,822 | $2.36M | 0.2% | +61+0.1% | Added | Holders |
| Q2 2024 | 41,761 | $2.48M | 0.2% | +530+1.3% | Added | Holders |
| Q1 2024 | 41,231 | $2.39M | 0.2% | −19,239−31.8% | Reduced | Holders |
| Q4 2023 | 60,470 | $2.98M | 0.2% | +14,979+32.9% | Added | Holders |
| Q3 2023 | 45,491 | $1.86M | 0.1% | −1,838−3.9% | Reduced | Holders |
| Q2 2023 | 47,329 | $2.02M | 0.1% | +47,329 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −4,939−100.0% | Sold out | Holders |
| Q4 2022 | 4,939 | $203.9K | <0.1% | +4,939 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −4,938−100.0% | Sold out | Holders |
| Q1 2022 | 4,938 | $239.0K | <0.1% | +10.0% | Added | Holders |
| Q4 2021 | 4,937 | $237.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 4,937 | $229.0K | <0.1% | +181+3.8% | Added | Holders |
| Q2 2021 | 4,756 | $215.0K | <0.1% | +4,756 | New | Holders |