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Chapin Davis’s Wells Fargo WFC Stock Holding History

Chapin Davis’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 		– Sell
-4,924
Closed -$392K – 284
2026
Q1 		$392K Hold
4,924
– – 0.09% 178
2025
Q4 		$459K Hold
4,924
– – 0.11% 153
2025
Q3 		$413K Buy
4,924
+1
+0% +$81 0.1% 160
2025
Q2 		$394K Sell
4,923
-15
-0.3% -$1.08K 0.11% 158
2025
Q1 		$355K Sell
4,938
-102
-2% -$7.66K 0.12% 148
2024
Q4 		$285K Hold
5,040
– – 0.09% 178
2024
Q3 		$285K Sell
5,040
-93
-2% -$5.26K 0.09% 179
2024
Q2 		$305K Sell
5,133
-27
-0.5% -$1.59K 0.1% 165
2024
Q1 		$299K Sell
5,160
-262
-5% -$13.7K 0.11% 169
2023
Q4 		$267K Sell
5,422
-127
-2% -$5.48K 0.11% 167
2023
Q3 		$227K Buy
5,549
+565
+11% +$24.4K 0.11% 165
2023
Q2 		$213K Buy
+4,984
New +$201K 0.1% 191

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

Chapin Davis's WFC Position: Q2 2026 in Review

Chapin Davis sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 4,924 shares — an estimated $392K sold.

Chapin Davis first reported a position in WFC in Q2 2023 and held it in 12 quarters. The position peaked at $459K in Q4 2025. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Chapin Davis reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Chapin Davis sold 4,924 Wells Fargo shares in Q2 2026, an estimated $392K.
  • Chapin Davis first reported a position in Wells Fargo in Q2 2023 and held it in 12 quarters.
  • Chapin Davis's Wells Fargo position peaked at $459K in Q4 2025.
  • 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.