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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Harbor Asset Management's WFC Position: Q1 2026 in Review

Clear Harbor Asset Management reduced its Wells Fargo (WFC) stake by 2.3% in Q1 2026, selling an estimated $60.6K and leaving 30,463 shares worth $2.43M. The position accounts for 0.17% of the portfolio, ranked #112.

Clear Harbor Asset Management first reported a position in WFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $9.97M in Q3 2021. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Clear Harbor Asset Management held 30,463 shares of Wells Fargo worth $2.43M as of Q1 2026.
  • Clear Harbor Asset Management sold 705 Wells Fargo shares in Q1 2026, an estimated $60.6K.
  • Wells Fargo made up 0.17% of Clear Harbor Asset Management's portfolio in Q1 2026, its #112 holding.
  • Clear Harbor Asset Management first reported a position in Wells Fargo in Q4 2014 and has held it in 46 quarters since.
  • Clear Harbor Asset Management's Wells Fargo position peaked at $9.97M in Q3 2021.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.