Blue Fin Capital’s Wells Fargo WFC Stock Holding History

Blue Fin Capital’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 Q1	$253K	Sell	3,180 -1	-0%	-$86	0.04%	145
2025 Q4	$296K	Buy	3,181 +38	+1%	+$3.3K	0.05%	135
2025 Q3	$263K	Hold	3,143	–	–	0.04%	134
2025 Q2	$252K	Buy	+3,143	New	+$227K	0.04%	132
2018 Q4	–	Sell	-4,444	Closed	-$234K	–	131
2018 Q3	$234K	Sell	4,444 -173	-4%	-$9.88K	0.12%	118
2018 Q2	$255K	Buy	4,617 +267	+6%	+$14.3K	0.14%	113
2018 Q1	$227K	Sell	4,350 -8,287	-66%	-$492K	0.13%	118
2017 Q4	$767K	Sell	12,637 -1,500	-11%	-$84.7K	0.45%	64
2017 Q3	$779K	Sell	14,137 -1,960	-12%	-$104K	0.48%	63
2017 Q2	$891K	Sell	16,097 -1,610	-9%	-$86.3K	0.57%	53
2017 Q1	$986K	Sell	17,707 -695	-4%	-$39.4K	0.6%	54
2016 Q4	$1.01M	Buy	18,402 +2,049	+13%	+$103K	0.67%	52
2016 Q3	$724K	Sell	16,353 -1,125	-6%	-$53.8K	0.59%	55
2016 Q2	$827K	Hold	17,478	–	–	0.69%	50
2016 Q1	$845K	Sell	17,478 -2,520	-13%	-$123K	0.72%	48
2015 Q4	$1.09M	Buy	19,998 +101	+0.5%	+$5.48K	0.84%	41
2015 Q3	$1.02M	Hold	19,897	–	–	0.8%	40
2015 Q2	$1.12M	Buy	19,897 +200	+1%	+$11.2K	0.81%	40
2015 Q1	$1.07M	Buy	19,697 +35	+0.2%	+$1.89K	0.77%	42
2014 Q4	$1.08M	Buy	19,662 +305	+2%	+$16.1K	0.81%	42
2014 Q3	$1M	Buy	19,357 +513	+3%	+$26.4K	0.8%	40
2014 Q2	$990K	Buy	18,844 +1,020	+6%	+$51.3K	0.79%	43
2014 Q1	$887K	Sell	17,824 -155	-0.9%	-$7.22K	0.78%	42
2013 Q4	$816K	Buy	+17,979	New	+$776K	0.73%	45

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blue Fin Capital's WFC Position: Q1 2026 in Review

Blue Fin Capital reduced its Wells Fargo (WFC) stake by 0.03% in Q1 2026, selling an estimated $86 and leaving 3,180 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #145.

Blue Fin Capital first reported a position in WFC in Q4 2013 and has held it in 24 quarters since. The position peaked at $1.12M in Q2 2015. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Blue Fin Capital held 3,180 shares of Wells Fargo worth $253K as of Q1 2026.
Blue Fin Capital sold 1 Wells Fargo share in Q1 2026, an estimated $86.
Wells Fargo made up 0.04% of Blue Fin Capital's portfolio in Q1 2026, its #145 holding.
Blue Fin Capital first reported a position in Wells Fargo in Q4 2013 and has held it in 24 quarters since.
Blue Fin Capital's Wells Fargo position peaked at $1.12M in Q2 2015.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Blue Fin Capital's 13F filing for Q1 2026, filed 28 May 2026.