Clear Harbor Asset Management’s Wells Fargo WFC Stock Holding History

Clear Harbor Asset 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
2017 Q1	–	Sell	-2,500	Closed	-$3K	–	271
2016 Q4	$3K	Buy	+2,500	New	+$126K	﹤0.01%	252

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clear Harbor Asset Management's WFC Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its Wells Fargo (WFC) stake by 42% in Q2 2026, selling an estimated $1.04M and leaving 17,554 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #170.

Clear Harbor Asset Management first reported a position in WFC in Q4 2014 and has held it in 47 quarters since. The position peaked at $9.97M in Q3 2021. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Clear Harbor Asset Management held 17,554 shares of Wells Fargo worth $1.45M as of Q2 2026.
Clear Harbor Asset Management sold 12,909 Wells Fargo shares in Q2 2026, an estimated $1.04M.
Wells Fargo made up 0.09% of Clear Harbor Asset Management's portfolio in Q2 2026, its #170 holding.
Clear Harbor Asset Management first reported a position in Wells Fargo in Q4 2014 and has held it in 47 quarters since.
Clear Harbor Asset Management's Wells Fargo position peaked at $9.97M in Q3 2021.
2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.