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Boreal Capital Management’s Wells Fargo WFC Stock Holding History

Boreal Capital 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 		$30.1K Hold
364
– – 0.02% 222
2026
Q1 		$29K Hold
364
– – 0.02% 225
2025
Q4 		$33.9K Hold
364
– – 0.03% 228
2025
Q3 		$30.5K Buy
364
+174
+92% +$14.1K 0.02% 244
2025
Q2 		$15.2K Buy
+190
New +$13.7K 0.01% 302

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boreal Capital Management's WFC Position: Q2 2026 in Review

Boreal Capital Management held its Wells Fargo (WFC) position steady in Q2 2026 at 364 shares worth $30.1K. The position accounts for 0.02% of the portfolio, ranked #222.

Boreal Capital Management first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $33.9K in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Boreal Capital Management held 364 shares of Wells Fargo worth $30.1K as of Q2 2026.
  • Boreal Capital Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.02% of Boreal Capital Management's portfolio in Q2 2026, its #222 holding.
  • Boreal Capital Management first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Wells Fargo position peaked at $33.9K in Q4 2025.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.