Boston Family Office’s Wells Fargo WFC Stock Holding History

Boston Family Office’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	$282K	Buy	3,548 +125	+4%	+$10.7K	0.02%	276
2025 Q4	$319K	Sell	3,423 -200	-6%	-$17.4K	0.02%	254
2025 Q3	$304K	Hold	3,623	–	–	0.02%	248
2025 Q2	$290K	Hold	3,623	–	–	0.02%	246
2025 Q1	$260K	Hold	3,623	–	–	0.02%	252
2024 Q4	$254K	Hold	3,623	–	–	0.02%	247
2024 Q3	$205K	Sell	3,623 -75	-2%	-$4.24K	0.01%	272
2024 Q2	$220K	Hold	3,698	–	–	0.02%	248
2024 Q1	$214K	Sell	3,698 -1,000	-21%	-$52.3K	0.02%	246
2023 Q4	$231K	Buy	+4,698	New	+$203K	0.02%	240
2023 Q3	–	Sell	-4,698	Closed	-$200K	–	262
2023 Q2	$200K	Buy	+4,698	New	+$189K	0.02%	253
2022 Q4	–	Sell	-5,107	Closed	-$206K	–	272
2022 Q3	$206K	Sell	5,107 -25	-0.5%	-$1.07K	0.02%	256
2022 Q2	$201K	Sell	5,132 -25	-0.5%	-$1.1K	0.02%	265
2022 Q1	$250K	Hold	5,157	–	–	0.02%	262
2021 Q4	$247K	Hold	5,157	–	–	0.02%	262
2021 Q3	$239K	Sell	5,157 -260	-5%	-$12K	0.02%	257
2021 Q2	$245K	Hold	5,417	–	–	0.02%	253
2021 Q1	$211K	Buy	+5,417	New	+$192K	0.02%	260
2020 Q3	–	Sell	-8,256	Closed	-$211K	–	243
2020 Q2	$211K	Sell	8,256 -583	-7%	-$16K	0.02%	236
2020 Q1	$254K	Sell	8,839 -1,812	-17%	-$77K	0.03%	219
2019 Q4	$573K	Sell	10,651 -620	-6%	-$32.5K	0.05%	179
2019 Q3	$569K	Sell	11,271 -586	-5%	-$27.6K	0.06%	180
2019 Q2	$561K	Hold	11,857	–	–	0.06%	182
2019 Q1	$573K	Hold	11,857	–	–	0.06%	178
2018 Q4	$546K	Buy	11,857 +1,740	+17%	+$89.1K	0.07%	175
2018 Q3	$532K	Hold	10,117	–	–	0.06%	199
2018 Q2	$561K	Sell	10,117 -3,815	-27%	-$204K	0.06%	187
2018 Q1	$730K	Sell	13,932 -4,621	-25%	-$275K	0.08%	169
2017 Q4	$1.13M	Sell	18,553 -2,718	-13%	-$154K	0.12%	144
2017 Q3	$1.17M	Sell	21,271 -8,021	-27%	-$426K	0.13%	145
2017 Q2	$1.62M	Buy	29,292 +10	+0%	+$536	0.19%	122
2017 Q1	$1.63M	Sell	29,282 -3,098	-10%	-$176K	0.2%	120
2016 Q4	$1.78M	Sell	32,380 -600	-2%	-$30.2K	0.23%	111
2016 Q3	$1.46M	Sell	32,980 -15,308	-32%	-$733K	0.19%	122
2016 Q2	$2.29M	Buy	48,288 +268	+0.6%	+$13.1K	0.3%	95
2016 Q1	$2.32M	Buy	48,020 +976	+2%	+$47.8K	0.31%	95
2015 Q4	$2.56M	Buy	47,044 +582	+1%	+$31.6K	0.35%	89
2015 Q3	$2.39M	Buy	46,462 +1,075	+2%	+$59.1K	0.33%	90
2015 Q2	$2.55M	Sell	45,387 -814	-2%	-$45.4K	0.32%	94
2015 Q1	$2.51M	Buy	46,201 +44	+0.1%	+$2.38K	0.31%	94
2014 Q4	$2.53M	Buy	46,157 +945	+2%	+$50K	0.32%	91
2014 Q3	$2.35M	Buy	45,212 +235	+0.5%	+$12.1K	0.3%	94
2014 Q2	$2.36M	Buy	44,977 +5,193	+13%	+$261K	0.3%	95
2014 Q1	$1.98M	Sell	39,784 -125	-0.3%	-$5.82K	0.26%	101
2013 Q4	$1.81M	Buy	39,909 +232	+0.6%	+$10K	0.24%	106
2013 Q3	$1.64M	Sell	39,677 -49	-0.1%	-$2.09K	0.23%	109
2013 Q2	$1.64M	Buy	+39,726	New	+$1.55M	0.25%	105

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

Boston Family Office's WFC Position: Q1 2026 in Review

Boston Family Office increased its Wells Fargo (WFC) stake by 3.7% in Q1 2026, buying an estimated $10.7K and bringing the position to 3,548 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #276.

Boston Family Office first reported a position in WFC in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.56M in Q4 2015. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Boston Family Office held 3,548 shares of Wells Fargo worth $282K as of Q1 2026.
Boston Family Office bought 125 Wells Fargo shares in Q1 2026, an estimated $10.7K.
Wells Fargo made up 0.02% of Boston Family Office's portfolio in Q1 2026, its #276 holding.
Boston Family Office first reported a position in Wells Fargo in Q2 2013 and has held it in 47 quarters since.
Boston Family Office's Wells Fargo position peaked at $2.56M in Q4 2015.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.