Boit C.F. David’s Wells Fargo WFC Stock Holding History

Boit C.F. David’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	$769K	Sell	9,660 -859	-8%	-$73.8K	0.34%	52
2025 Q4	$1.01M	Hold	10,519	–	–	0.44%	47
2025 Q3	$882K	Hold	10,519	–	–	0.4%	47
2025 Q2	$843K	Hold	10,519	–	–	0.41%	48
2025 Q1	$755K	Sell	10,519 -5,000	-32%	-$375K	0.38%	49
2024 Q4	$1.09M	Hold	15,519	–	–	0.44%	40
2024 Q3	$858K	Hold	15,519	–	–	0.43%	42
2024 Q2	$922K	Hold	15,519	–	–	0.48%	41
2024 Q1	$924K	Sell	15,519 -3,844	-20%	-$201K	0.5%	40
2023 Q4	$943K	Hold	19,363	–	–	0.53%	42
2023 Q3	$767K	Sell	19,363 -3,800	-16%	-$164K	0.52%	38
2023 Q2	$989K	Sell	23,163 -3,000	-11%	-$121K	0.66%	35
2023 Q1	$978K	Hold	26,163	–	–	0.67%	35
2022 Q4	$1.08M	Hold	26,163	–	–	0.77%	33
2022 Q3	$1.05M	Buy	+26,163	New	+$1.12M	0.86%	33
2022 Q1	$1.25M	Hold	26,163	–	–	0.82%	34
2021 Q4	$1.25M	Hold	26,163	–	–	0.8%	34
2021 Q3	$1.23M	Hold	26,163	–	–	0.84%	32
2021 Q2	$1.19M	Buy	+26,163	New	+$1.17M	0.9%	32

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

Boit C.F. David's WFC Position: Q1 2026 in Review

Boit C.F. David reduced its Wells Fargo (WFC) stake by 8.2% in Q1 2026, selling an estimated $73.8K and leaving 9,660 shares worth $769K. The position accounts for 0.34% of the portfolio, ranked #52.

Boit C.F. David first reported a position in WFC in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q1 2022. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Boit C.F. David held 9,660 shares of Wells Fargo worth $769K as of Q1 2026.
Boit C.F. David sold 859 Wells Fargo shares in Q1 2026, an estimated $73.8K.
Wells Fargo made up 0.34% of Boit C.F. David's portfolio in Q1 2026, its #52 holding.
Boit C.F. David first reported a position in Wells Fargo in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's Wells Fargo position peaked at $1.25M in Q1 2022.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.