Eagle Bay Advisors
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Eagle Bay Advisors’s Wells Fargo WFC Stock Holding History

Eagle Bay 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
Q3 		$272K Sell
3,397
-50
-1% -$4.32K 0.2% 103
2026
Q2 		$285K Buy
3,447
+412
+14% +$33.1K 0.21% 99
2026
Q1 		$242K Buy
3,035
+544
+22% +$46.7K 0.21% 102
2025
Q4 		$232K Buy
2,491
+101
+4% +$8.77K 0.17% 99
2025
Q3 		$200K Buy
+2,390
New +$194K 0.16% 109
2025
Q1 		– Sell
-1,102
Closed -$77.4K – 948
2024
Q4 		$77.4K Sell
1,102
-527
-32% -$36K 0.05% 257
2024
Q3 		$92K Sell
1,629
-21
-1% -$1.19K 0.04% 318
2024
Q2 		$98K Sell
1,650
-1,310
-44% -$77.3K 0.06% 220
2024
Q1 		$172K Sell
2,960
-429
-13% -$22.4K 0.11% 143
2023
Q4 		$167K Sell
3,389
-897
-21% -$38.7K 0.11% 154
2023
Q3 		$175K Buy
4,286
+1,252
+41% +$54.1K 0.08% 158
2023
Q2 		$129K Sell
3,034
-594
-16% -$23.9K 0.07% 170
2023
Q1 		$136K Sell
3,628
-328
-8% -$14.3K 0.07% 177
2022
Q4 		$163K Buy
3,956
+665
+20% +$29.4K 0.09% 155
2022
Q3 		$132K Buy
3,291
+669
+26% +$28.7K 0.08% 163
2022
Q2 		$103K Buy
2,622
+1,136
+76% +$49.9K 0.06% 192
2022
Q1 		$72K Sell
1,486
-502
-25% -$26.9K 0.06% 106
2021
Q4 		$95K Buy
1,988
+472
+31% +$23.2K 0.06% 199
2021
Q3 		$69K Buy
1,516
+486
+47% +$22.5K 0.04% 322
2021
Q2 		$48K Buy
+1,030
New +$46K 0.04% 350

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Eagle Bay Advisors's WFC Position: Q3 2026 in Review

Eagle Bay Advisors reduced its Wells Fargo (WFC) stake by 1.5% in Q3 2026, selling an estimated $4.32K and leaving 3,397 shares worth $272K. The position accounts for 0.2% of the portfolio, ranked #103.

Eagle Bay Advisors first reported a position in WFC in Q2 2021 and has held it in 20 quarters since. The position peaked at $285K in Q2 2026. 2,148 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Eagle Bay Advisors held 3,397 shares of Wells Fargo worth $272K as of Q3 2026.
  • Eagle Bay Advisors sold 50 Wells Fargo shares in Q3 2026, an estimated $4.32K.
  • Wells Fargo made up 0.2% of Eagle Bay Advisors's portfolio in Q3 2026, its #103 holding.
  • Eagle Bay Advisors first reported a position in Wells Fargo in Q2 2021 and has held it in 20 quarters since.
  • Eagle Bay Advisors's Wells Fargo position peaked at $285K in Q2 2026.
  • 2,148 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Eagle Bay Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.