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Davis Rea’s Wells Fargo WFC Stock Holding History

Davis Rea’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 		$4.96M Buy
+60,000
New +$4.82M 1.41% 24
2020
Q1 		– Sell
-55,251
Closed -$2.97M – 51
2019
Q4 		$2.97M Buy
55,251
+1,172
+2% +$61.4K 2.03% 22
2019
Q3 		$2.73M Sell
54,079
-30,935
-36% -$1.46M 2% 22
2019
Q2 		$4.02M Buy
85,014
+1,548
+2% +$72.4K 2.32% 17
2019
Q1 		$4.03M Buy
83,466
+567
+0.7% +$27.9K 2.37% 18
2018
Q4 		$3.82M Buy
82,899
+21,025
+34% +$1.08M 2.53% 19
2018
Q3 		$3.25M Buy
61,874
+18,055
+41% +$1.03M 1.84% 24
2018
Q2 		$2.43M Buy
43,819
+3,050
+7% +$163K 1.6% 25
2018
Q1 		$2.14M Sell
40,769
-21,746
-35% -$1.29M 1.36% 25
2017
Q4 		$3.79M Buy
62,515
+43,390
+227% +$2.45M 2.1% 22
2017
Q3 		$1.05M Buy
+19,125
New +$1.02M 0.62% 34

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

Davis Rea's WFC Position: Q2 2026 in Review

Davis Rea opened a new position in Wells Fargo (WFC) in Q2 2026: 60,000 shares worth $4.96M. The stake represents 1.41% of the portfolio and ranks #24 among its holdings. This is a return to the name: Davis Rea previously reported a position in WFC as recently as Q4 2019.

Davis Rea first reported a position in WFC in Q3 2017 and has held it in 11 quarters since. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Davis Rea held 60,000 shares of Wells Fargo worth $4.96M as of Q2 2026.
  • Wells Fargo was a new Davis Rea position in Q2 2026.
  • Wells Fargo made up 1.41% of Davis Rea's portfolio in Q2 2026, its #24 holding.
  • Davis Rea first reported a position in Wells Fargo in Q3 2017 and has held it in 11 quarters since.
  • 2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Davis Rea's 13F filing for Q2 2026, filed 4 Aug 2026.