Clean Yield Group’s Wells Fargo WFC Stock Holding History

Clean Yield Group’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	$127K	Hold	1,591	–	–	0.04%	167
2025 Q4	$148K	Hold	1,591	–	–	0.04%	154
2025 Q3	$133K	Buy	1,591 +316	+25%	+$25.6K	0.04%	151
2025 Q2	$102K	Hold	1,275	–	–	0.03%	165
2025 Q1	$91.5K	Sell	1,275 -7	-0.5%	-$526	0.03%	177
2024 Q4	$90K	Hold	1,282	–	–	0.03%	186
2024 Q3	$72.4K	Buy	1,282 +282	+28%	+$15.9K	0.02%	205
2024 Q2	$59.4K	Sell	1,000 -1,000	-50%	-$59K	0.02%	212
2024 Q1	$116K	Hold	2,000	–	–	0.05%	164
2023 Q4	$98.4K	Hold	2,000	–	–	0.04%	175
2023 Q3	$79.4K	Sell	2,000 -243	-11%	-$10.5K	0.04%	189
2023 Q2	$95.7K	Hold	2,243	–	–	0.04%	179
2023 Q1	$83.8K	Sell	2,243 -848	-27%	-$37K	0.04%	192
2022 Q4	$128K	Buy	3,091 +243	+9%	+$10.8K	0.05%	160
2022 Q3	$115K	Hold	2,848	–	–	0.05%	169
2022 Q2	$112K	Hold	2,848	–	–	0.05%	176
2022 Q1	$138K	Hold	2,848	–	–	0.05%	177
2021 Q4	$137K	Hold	2,848	–	–	0.04%	186
2021 Q3	$132K	Hold	2,848	–	–	0.04%	187
2021 Q2	$129K	Buy	+2,848	New	+$127K	0.04%	178
2021 Q1	–	Sell	-2,848	Closed	-$86K	–	378
2020 Q4	$86K	Hold	2,848	–	–	0.03%	200
2020 Q3	$67K	Hold	2,848	–	–	0.03%	197
2020 Q2	$73K	Sell	2,848 -700	-20%	-$19.2K	0.03%	185
2020 Q1	$102K	Sell	3,548 -3,550	-50%	-$151K	0.05%	152
2019 Q4	$382K	Sell	7,098 -140	-2%	-$7.33K	0.12%	104
2019 Q3	$365K	Sell	7,238 -879	-11%	-$41.4K	0.12%	104
2019 Q2	$384K	Sell	8,117 -211	-3%	-$9.87K	0.14%	92
2019 Q1	$402K	Sell	8,328 -1,000	-11%	-$49.2K	0.16%	93
2018 Q4	$430K	Buy	9,328 +3,250	+53%	+$166K	0.19%	94
2018 Q3	$319K	Buy	6,078 +1,000	+20%	+$57.1K	0.13%	116
2018 Q2	$282K	Sell	5,078 -389	-7%	-$20.8K	0.12%	116
2018 Q1	$287K	Sell	5,467 -232	-4%	-$13.8K	0.12%	115
2017 Q4	$346K	Sell	5,699 -1,007	-15%	-$56.9K	0.14%	107
2017 Q3	$370K	Hold	6,706	–	–	0.15%	106
2017 Q2	$369K	Hold	6,706	–	–	0.15%	104
2017 Q1	$373K	Buy	6,706 +478	+8%	+$27.1K	0.16%	103
2016 Q4	$343K	Buy	6,228 +374	+6%	+$18.8K	0.15%	102
2016 Q3	$259K	Hold	5,854	–	–	0.11%	117
2016 Q2	$277K	Sell	5,854 -1,500	-20%	-$73.1K	0.12%	113
2016 Q1	$359K	Sell	7,354 -523	-7%	-$25.6K	0.16%	94
2015 Q4	$380K	Hold	7,877	–	–	0.19%	93
2015 Q3	$437K	Buy	7,877 +23	+0.3%	+$1.26K	0.21%	93
2015 Q2	$442K	Hold	7,854	–	–	0.2%	94
2015 Q1	$427K	Hold	7,854	–	–	0.18%	91
2014 Q4	$431K	Hold	7,854	–	–	0.19%	94
2014 Q3	$407K	Sell	7,854 -1,500	-16%	-$77.2K	0.2%	92
2014 Q2	$492K	Buy	9,354 +2,514	+37%	+$126K	0.24%	88
2014 Q1	$340K	Hold	6,840	–	–	0.18%	98
2013 Q4	$311K	Sell	6,840 -600	-8%	-$25.9K	0.17%	101
2013 Q3	$307K	Hold	7,440	–	–	0.17%	96
2013 Q2	$307K	Buy	+7,440	New	+$290K	0.18%	92

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

Clean Yield Group's WFC Position: Q1 2026 in Review

Clean Yield Group held its Wells Fargo (WFC) position steady in Q1 2026 at 1,591 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #167.

Clean Yield Group first reported a position in WFC in Q2 2013 and has held it in 51 quarters since. The position peaked at $492K in Q2 2014. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Clean Yield Group held 1,591 shares of Wells Fargo worth $127K as of Q1 2026.
Clean Yield Group left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.04% of Clean Yield Group's portfolio in Q1 2026, its #167 holding.
Clean Yield Group first reported a position in Wells Fargo in Q2 2013 and has held it in 51 quarters since.
Clean Yield Group's Wells Fargo position peaked at $492K in Q2 2014.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.