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Bay Harbor Wealth Management’s Wells Fargo WFC Stock Holding History

Bay Harbor Wealth 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 		$145K Buy
1,754
+91
+5% +$7.31K 0.03% 80
2026
Q1 		$132K Buy
1,663
+4
+0.2% +$344 0.03% 63
2025
Q4 		$155K Sell
1,659
-16
-1% -$1.39K 0.04% 62
2025
Q3 		$140K Sell
1,675
-45
-3% -$3.65K 0.04% 68
2025
Q2 		$138K Buy
1,720
+94
+6% +$6.78K 0.04% 65
2025
Q1 		$117K Buy
1,626
+57
+4% +$4.28K 0.04% 61
2024
Q4 		$110K Buy
1,569
+54
+4% +$3.69K 0.04% 64
2024
Q3 		$85.6K Sell
1,515
-62
-4% -$3.51K 0.03% 72
2024
Q2 		$93.7K Buy
1,577
+27
+2% +$1.59K 0.03% 66
2024
Q1 		$89.8K Sell
1,550
-9
-0.6% -$471 0.03% 73
2023
Q4 		$76.7K Hold
1,559
– – 0.03% 80
2023
Q3 		$63.7K Buy
1,559
+27
+2% +$1.17K 0.03% 83
2023
Q2 		$65.4K Sell
1,532
-116
-7% -$4.67K 0.03% 82
2023
Q1 		$61.6K Buy
1,648
+6
+0.4% +$262 0.03% 84
2022
Q4 		$68K Sell
1,642
-6
-0.4% -$266 0.03% 83
2022
Q3 		$66K Buy
+1,648
New +$70.8K 0.03% 75
2021
Q1 		– Sell
-120
Closed -$4K – 428
2020
Q4 		$4K Sell
120
-19
-14% -$492 ﹤0.01% 303
2020
Q3 		$3K Hold
139
– – ﹤0.01% 299
2020
Q2 		$4K Sell
139
-2
-1% -$55 ﹤0.01% 261
2020
Q1 		$4K Hold
141
– – ﹤0.01% 244
2019
Q4 		$8K Hold
141
– – ﹤0.01% 238
2019
Q3 		$7K Hold
141
– – ﹤0.01% 254
2019
Q2 		$7K Hold
141
– – ﹤0.01% 251
2019
Q1 		$7K Hold
141
– – ﹤0.01% 289
2018
Q4 		$6K Buy
+141
New +$7.22K ﹤0.01% 279

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Bay Harbor Wealth Management's WFC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Wells Fargo (WFC) stake by 5.5% in Q2 2026, buying an estimated $7.31K and bringing the position to 1,754 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #80.

Bay Harbor Wealth Management first reported a position in WFC in Q4 2018 and has held it in 25 quarters since. The position peaked at $155K in Q4 2025. 1,035 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Bay Harbor Wealth Management held 1,754 shares of Wells Fargo worth $145K as of Q2 2026.
  • Bay Harbor Wealth Management bought 91 Wells Fargo shares in Q2 2026, an estimated $7.31K.
  • Wells Fargo made up 0.03% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Bay Harbor Wealth Management first reported a position in Wells Fargo in Q4 2018 and has held it in 25 quarters since.
  • Bay Harbor Wealth Management's Wells Fargo position peaked at $155K in Q4 2025.
  • 1,035 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.