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Douglass Winthrop Advisors’s Wells Fargo WFC Stock Holding History

Douglass Winthrop Advisors’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 		$1.25M Sell
15,712
-182
-1% -$15.6K 0.02% 143
2025
Q4 		$1.48M Sell
15,894
-414
-3% -$35.9K 0.03% 133
2025
Q3 		$1.37M Buy
16,308
+908
+6% +$73.6K 0.02% 133
2025
Q2 		$1.23M Sell
15,400
-107
-0.7% -$7.71K 0.02% 134
2025
Q1 		$1.11M Sell
15,507
-885
-5% -$66.4K 0.02% 132
2024
Q4 		$1.15M Hold
16,392
– – 0.02% 132
2024
Q3 		$926K Buy
16,392
+566
+4% +$32K 0.02% 149
2024
Q2 		$940K Sell
15,826
-824
-5% -$48.6K 0.02% 137
2024
Q1 		$965K Buy
16,650
+250
+2% +$13.1K 0.02% 139
2023
Q4 		$807K Hold
16,400
– – 0.02% 138
2023
Q3 		$670K Hold
16,400
– – 0.02% 140
2023
Q2 		$700K Hold
16,400
– – 0.02% 145
2023
Q1 		$613K Sell
16,400
-500
-3% -$21.8K 0.02% 151
2022
Q4 		$698K Hold
16,900
– – 0.02% 144
2022
Q3 		$680K Sell
16,900
-1,046
-6% -$44.9K 0.02% 133
2022
Q2 		$703K Buy
17,946
+107
+0.6% +$4.7K 0.02% 142
2022
Q1 		$864K Hold
17,839
– – 0.02% 140
2021
Q4 		$856K Hold
17,839
– – 0.02% 147
2021
Q3 		$828K Sell
17,839
-2,855
-14% -$132K 0.02% 147
2021
Q2 		$937K Hold
20,694
– – 0.02% 143
2021
Q1 		$809K Hold
20,694
– – 0.02% 152
2020
Q4 		$625K Sell
20,694
-8,500
-29% -$220K 0.02% 165
2020
Q3 		$686K Sell
29,194
-1,768
-6% -$43.6K 0.02% 145
2020
Q2 		$793K Buy
30,962
+261
+0.9% +$7.14K 0.03% 122
2020
Q1 		$881K Buy
30,701
+7
+0% +$298 0.04% 108
2019
Q4 		$1.65M Sell
30,694
-3,650
-11% -$191K 0.06% 98
2019
Q3 		$1.73M Sell
34,344
-500
-1% -$23.6K 0.07% 97
2019
Q2 		$1.65M Buy
34,844
+1,750
+5% +$81.8K 0.07% 94
2019
Q1 		$1.6M Buy
33,094
+200
+0.6% +$9.84K 0.07% 95
2018
Q4 		$1.52M Buy
32,894
+1,200
+4% +$61.5K 0.08% 98
2018
Q3 		$1.67M Sell
31,694
-300
-0.9% -$17.1K 0.07% 98
2018
Q2 		$1.77M Sell
31,994
-250
-0.8% -$13.4K 0.08% 112
2018
Q1 		$1.69M Buy
32,244
+4,844
+18% +$288K 0.08% 114
2017
Q4 		$1.66M Sell
27,400
-699
-2% -$39.5K 0.09% 97
2017
Q3 		$1.55M Buy
28,099
+805
+3% +$42.8K 0.09% 102
2017
Q2 		$1.51M Sell
27,294
-1,015
-4% -$54.4K 0.09% 98
2017
Q1 		$1.58M Sell
28,309
-1,150
-4% -$65.3K 0.1% 95
2016
Q4 		$1.62M Sell
29,459
-28,150
-49% -$1.42M 0.11% 90
2016
Q3 		$2.55M Buy
57,609
+5,543
+11% +$265K 0.18% 68
2016
Q2 		$2.46M Buy
52,066
+3,570
+7% +$174K 0.17% 69
2016
Q1 		$2.35M Buy
48,496
+3,210
+7% +$157K 0.17% 73
2015
Q4 		$2.46M Sell
45,286
-44
-0.1% -$2.39K 0.18% 80
2015
Q3 		$2.33M Buy
45,330
+975
+2% +$53.6K 0.18% 77
2015
Q2 		$2.41M Hold
44,355
– – 0.19% 78
2015
Q1 		$2.41M Buy
44,355
+6,288
+17% +$340K 0.19% 78
2014
Q4 		$2.09M Buy
38,067
+1,235
+3% +$65.4K 0.19% 72
2014
Q3 		$1.91M Buy
36,832
+3,402
+10% +$175K 0.18% 70
2014
Q2 		$1.76M Buy
33,430
+62
+0.2% +$3.12K 0.16% 73
2014
Q1 		$1.66M Buy
33,368
+544
+2% +$25.3K 0.16% 69
2013
Q4 		$1.49M Sell
32,824
-1,444
-4% -$62.4K 0.15% 70
2013
Q3 		$1.42M Buy
34,268
+2,317
+7% +$98.9K 0.16% 68
2013
Q2 		$1.32M Buy
+31,951
New +$1.25M 0.16% 71

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

Douglass Winthrop Advisors's WFC Position: Q1 2026 in Review

Douglass Winthrop Advisors reduced its Wells Fargo (WFC) stake by 1.1% in Q1 2026, selling an estimated $15.6K and leaving 15,712 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #143.

Douglass Winthrop Advisors first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.55M in Q3 2016. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Douglass Winthrop Advisors held 15,712 shares of Wells Fargo worth $1.25M as of Q1 2026.
  • Douglass Winthrop Advisors sold 182 Wells Fargo shares in Q1 2026, an estimated $15.6K.
  • Wells Fargo made up 0.02% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #143 holding.
  • Douglass Winthrop Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Douglass Winthrop Advisors's Wells Fargo position peaked at $2.55M in Q3 2016.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.