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

Eagle 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
2026 Q2	$386K	Buy	4,677 +2	+0%	+$161	0.3%	94
2026 Q1	$372K	Sell	4,675 -446	-9%	-$38.3K	0.32%	97
2025 Q4	$477K	Buy	5,121 +1	+0%	+$87	0.4%	80
2025 Q3	$429K	Sell	5,120 -37	-0.7%	-$3K	0.37%	87
2025 Q2	$413K	Hold	5,157	–	–	0.4%	80
2025 Q1	$370K	Sell	5,157 -300	-5%	-$22.5K	0.38%	87
2024 Q4	$383K	Hold	5,457	–	–	0.38%	86
2024 Q3	$308K	Hold	5,457	–	–	0.31%	102
2024 Q2	$324K	Hold	5,457	–	–	0.35%	89
2024 Q1	$316K	Hold	5,457	–	–	0.34%	94
2023 Q4	$269K	Buy	5,457 +20	+0.4%	+$863	0.31%	97
2023 Q3	$222K	Buy	5,437 +625	+13%	+$27K	0.29%	100
2023 Q2	$205K	Buy	+4,812	New	+$194K	0.27%	107

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

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

Eagle Harbor Asset Management increased its Wells Fargo (WFC) stake by 0.04% in Q2 2026, buying an estimated $161 and bringing the position to 4,677 shares worth $386K. The position accounts for 0.3% of the portfolio, ranked #94.

Eagle Harbor Asset Management first reported a position in WFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $477K in Q4 2025. 2,847 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Eagle Harbor Asset Management held 4,677 shares of Wells Fargo worth $386K as of Q2 2026.
Eagle Harbor Asset Management bought 2 Wells Fargo shares in Q2 2026, an estimated $161.
Wells Fargo made up 0.3% of Eagle Harbor Asset Management's portfolio in Q2 2026, its #94 holding.
Eagle Harbor Asset Management first reported a position in Wells Fargo in Q2 2023 and has held it in 13 quarters since.
Eagle Harbor Asset Management's Wells Fargo position peaked at $477K in Q4 2025.
2,847 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Eagle Harbor Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.