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 Q3	$773K	Hold	9,660	–	–	0.32%	54
2026 Q2	$798K	Hold	9,660	–	–	0.34%	51
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	$1.26M	Hold	26,163	–	–	0.82%	34
2021 Q4	$1.26M	Hold	26,163	–	–	0.8%	34
2021 Q3	$1.23M	Hold	26,163	–	–	0.84%	32
2021 Q2	$1.18M	Buy	+26,163	New	+$1.17M	0.9%	32

Other funds holding WFC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boit C.F. David's WFC Position: Q3 2026 in Review

Boit C.F. David held its Wells Fargo (WFC) position steady in Q3 2026 at 9,660 shares worth $773K. The position accounts for 0.32% of the portfolio, ranked #54.

Boit C.F. David first reported a position in WFC in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.26M in Q1 2022. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Boit C.F. David held 9,660 shares of Wells Fargo worth $773K as of Q3 2026.
Boit C.F. David left its Wells Fargo share count unchanged in Q3 2026.
Wells Fargo made up 0.32% of Boit C.F. David's portfolio in Q3 2026, its #54 holding.
Boit C.F. David first reported a position in Wells Fargo in Q2 2021 and has held it in 21 quarters since.
Boit C.F. David's Wells Fargo position peaked at $1.26M in Q1 2022.
2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Boit C.F. David's 13F filing for Q3 2026, filed 29 Oct 2026.