Birch Hill Investment Advisors’s Wells Fargo WFC Stock Holding History

Birch Hill Investment Advisors’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	$420K	Hold	5,079	–	–	0.02%	160
2026 Q1	$404K	Hold	5,079	–	–	0.02%	155
2025 Q4	$473K	Hold	5,079	–	–	0.02%	150
2025 Q3	$426K	Hold	5,079	–	–	0.02%	156
2025 Q2	$407K	Hold	5,079	–	–	0.02%	153
2025 Q1	$365K	Sell	5,079 -53	-1%	-$3.98K	0.02%	151
2024 Q4	$360K	Buy	5,132 +53	+1%	+$3.62K	0.02%	154
2024 Q3	$287K	Hold	5,079	–	–	0.01%	159
2024 Q2	$302K	Hold	5,079	–	–	0.01%	151
2024 Q1	$294K	Buy	+5,079	New	+$266K	0.01%	147
2020 Q4	–	Sell	-46,840	Closed	-$1.1M	–	154
2020 Q3	$1.1M	Sell	46,840 -37,935	-45%	-$935K	0.07%	84
2020 Q2	$2.17M	Sell	84,775 -4,860	-5%	-$133K	0.16%	65
2020 Q1	$2.57M	Sell	89,635 -1,326	-1%	-$56.4K	0.23%	52
2019 Q4	$4.89M	Sell	90,961 -765	-0.8%	-$40.1K	0.32%	49
2019 Q3	$4.63M	Sell	91,726 -1,378	-1%	-$64.9K	0.33%	48
2019 Q2	$4.41M	Sell	93,104 -2,731	-3%	-$128K	0.33%	51
2019 Q1	$4.63M	Sell	95,835 -6,600	-6%	-$325K	0.35%	51
2018 Q4	$4.72M	Sell	102,435 -1,520	-1%	-$77.9K	0.41%	46
2018 Q3	$5.46M	Buy	103,955 +1,767	+2%	+$101K	0.4%	49
2018 Q2	$5.67M	Sell	102,188 -1,600	-2%	-$85.7K	0.45%	47
2018 Q1	$5.44M	Sell	103,788 -184,129	-64%	-$10.9M	0.45%	47
2017 Q4	$17.5M	Sell	287,917 -6,575	-2%	-$371K	1.44%	30
2017 Q3	$16.2M	Sell	294,492 -8,237	-3%	-$438K	1.41%	27
2017 Q2	$16.8M	Sell	302,729 -24,125	-7%	-$1.29M	1.49%	29
2017 Q1	$18.2M	Sell	326,854 -20,252	-6%	-$1.15M	1.55%	28
2016 Q4	$19.1M	Sell	347,106 -47,805	-12%	-$2.4M	1.74%	26
2016 Q3	$17.5M	Sell	394,911 -3,106	-0.8%	-$149K	1.62%	26
2016 Q2	$18.8M	Buy	398,017 +5,356	+1%	+$261K	1.85%	24
2016 Q1	$19M	Sell	392,661 -6,275	-2%	-$307K	2%	20
2015 Q4	$21.7M	Sell	398,936 -2,505	-0.6%	-$136K	2.27%	17
2015 Q3	$20.6M	Sell	401,441 -958	-0.2%	-$52.7K	2.25%	20
2015 Q2	$22.6M	Sell	402,399 -7,135	-2%	-$398K	2.32%	17
2015 Q1	$22.3M	Sell	409,534 -32,116	-7%	-$1.74M	2.28%	16
2014 Q4	$24.2M	Sell	441,650 -75,494	-15%	-$4M	2.45%	14
2014 Q3	$26.8M	Sell	517,144 -87,500	-14%	-$4.5M	2.8%	11
2014 Q2	$31.8M	Sell	604,644 -19,575	-3%	-$984K	3.33%	8
2014 Q1	$31M	Sell	624,219 -10,580	-2%	-$493K	3.34%	8
2013 Q4	$28.8M	Sell	634,799 -1,411	-0.2%	-$60.9K	3.08%	10
2013 Q3	$26.3M	Sell	636,210 -9,065	-1%	-$387K	3.11%	9
2013 Q2	$26.6M	Buy	+645,275	New	+$25.1M	3.34%	7

Other funds holding WFC

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Birch Hill Investment Advisors's WFC Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 5,079 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #160.

Birch Hill Investment Advisors first reported a position in WFC in Q2 2013 and has held it in 40 quarters since. The position peaked at $31.8M in Q2 2014. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Birch Hill Investment Advisors held 5,079 shares of Wells Fargo worth $420K as of Q2 2026.
Birch Hill Investment Advisors left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.02% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #160 holding.
Birch Hill Investment Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 40 quarters since.
Birch Hill Investment Advisors's Wells Fargo position peaked at $31.8M in Q2 2014.
989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.