BTW
WFC icon

Boston Trust Walden’s Wells Fargo WFC Stock Holding History

Boston Trust Walden’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 		$1.17M Sell
14,115
-400
-3% -$32.1K 0.01% 284
2026
Q1 		$1.16M Buy
14,515
+1,000
+7% +$85.9K 0.01% 279
2025
Q4 		$1.26M Hold
13,515
– – 0.01% 268
2025
Q3 		$1.13M Hold
13,515
– – 0.01% 274
2025
Q2 		$1.08M Hold
13,515
– – 0.01% 272
2025
Q1 		$970K Hold
13,515
– – 0.01% 278
2024
Q4 		$949K Hold
13,515
– – 0.01% 284
2024
Q3 		$763K Hold
13,515
– – 0.01% 297
2024
Q2 		$803K Hold
13,515
– – 0.01% 288
2024
Q1 		$783K Sell
13,515
-1,000
-7% -$52.3K 0.01% 288
2023
Q4 		$714K Hold
14,515
– – 0.01% 297
2023
Q3 		$593K Buy
14,515
+1,000
+7% +$43.2K 0.01% 300
2023
Q2 		$577K Sell
13,515
-703
-5% -$28.3K ﹤0.01% 305
2023
Q1 		$531K Buy
14,218
+4,507
+46% +$196K ﹤0.01% 308
2022
Q4 		$401K Sell
9,711
-1,550
-14% -$68.6K ﹤0.01% 323
2022
Q3 		$453K Buy
11,261
+5,552
+97% +$239K ﹤0.01% 307
2022
Q2 		$224K Sell
5,709
-100
-2% -$4.39K ﹤0.01% 355
2022
Q1 		$282K Sell
5,809
-3,400
-37% -$182K ﹤0.01% 354
2021
Q4 		$442K Buy
9,209
+825
+10% +$40.6K ﹤0.01% 336
2021
Q3 		$389K Buy
8,384
+291
+4% +$13.5K ﹤0.01% 337
2021
Q2 		$367K Hold
8,093
– – ﹤0.01% 343
2021
Q1 		$316K Hold
8,093
– – ﹤0.01% 342
2020
Q4 		$244K Sell
8,093
-3,400
-30% -$88K ﹤0.01% 360
2020
Q3 		$270K Sell
11,493
-50
-0.4% -$1.23K ﹤0.01% 347
2020
Q2 		$296K Sell
11,543
-1,048
-8% -$28.7K ﹤0.01% 335
2020
Q1 		$361K Sell
12,591
-5,566
-31% -$237K 0.01% 319
2019
Q4 		$977K Sell
18,157
-1,281
-7% -$67.1K 0.01% 291
2019
Q3 		$980K Sell
19,438
-641
-3% -$30.2K 0.01% 288
2019
Q2 		$950K Buy
20,079
+41
+0.2% +$1.92K 0.01% 300
2019
Q1 		$968K Sell
20,038
-375
-2% -$18.4K 0.01% 300
2018
Q4 		$941K Sell
20,413
-2,300
-10% -$118K 0.02% 298
2018
Q3 		$1.19M Sell
22,713
-889
-4% -$50.8K 0.02% 297
2018
Q2 		$1.31M Sell
23,602
-3,363
-12% -$180K 0.02% 290
2018
Q1 		$1.41M Sell
26,965
-1,102
-4% -$65.5K 0.02% 288
2017
Q4 		$1.7M Buy
28,067
+480
+2% +$27.1K 0.03% 283
2017
Q3 		$1.52M Buy
27,587
+1,187
+4% +$63.1K 0.02% 293
2017
Q2 		$1.46M Buy
26,400
+3,114
+13% +$167K 0.02% 289
2017
Q1 		$1.3M Sell
23,286
-3,412
-13% -$194K 0.02% 291
2016
Q4 		$1.47M Sell
26,698
-7,161
-21% -$360K 0.02% 280
2016
Q3 		$1.5M Sell
33,859
-516,205
-94% -$24.7M 0.02% 277
2016
Q2 		$26M Buy
550,064
+37,048
+7% +$1.81M 0.44% 80
2016
Q1 		$24.8M Buy
513,016
+51,828
+11% +$2.54M 0.43% 79
2015
Q4 		$25.1M Buy
461,188
+93,288
+25% +$5.07M 0.47% 70
2015
Q3 		$18.9M Buy
367,900
+23,249
+7% +$1.28M 0.32% 134
2015
Q2 		$19.4M Buy
344,651
+72,760
+27% +$4.06M 0.3% 148
2015
Q1 		$14.8M Buy
271,891
+198,965
+273% +$10.8M 0.22% 161
2014
Q4 		$4M Buy
72,926
+40,350
+124% +$2.14M 0.06% 222
2014
Q3 		$1.69M Buy
32,576
+480
+1% +$24.7K 0.03% 248
2014
Q2 		$1.69M Sell
32,096
-250
-0.8% -$12.6K 0.02% 244
2014
Q1 		$1.61M Sell
32,346
-416
-1% -$19.4K 0.02% 236
2013
Q4 		$1.49M Buy
32,762
+1,586
+5% +$68.5K 0.02% 241
2013
Q3 		$1.29M Hold
31,176
– – 0.02% 240
2013
Q2 		$1.29M Buy
+31,176
New +$1.21M 0.02% 232

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Boston Trust Walden's WFC Position: Q2 2026 in Review

Boston Trust Walden reduced its Wells Fargo (WFC) stake by 2.8% in Q2 2026, selling an estimated $32.1K and leaving 14,115 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #284.

Boston Trust Walden first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $26M in Q2 2016. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Boston Trust Walden held 14,115 shares of Wells Fargo worth $1.17M as of Q2 2026.
  • Boston Trust Walden sold 400 Wells Fargo shares in Q2 2026, an estimated $32.1K.
  • Wells Fargo made up 0.01% of Boston Trust Walden's portfolio in Q2 2026, its #284 holding.
  • Boston Trust Walden first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Boston Trust Walden's Wells Fargo position peaked at $26M in Q2 2016.
  • 989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.