Essex Savings Bank’s Wells Fargo WFC Stock Holding History

Essex Savings Bank’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	$1.33M	Sell	16,076 -97	-0.6%	-$7.79K	0.29%	78
2026 Q1	$1.29M	Buy	16,173 +125	+0.8%	+$10.7K	0.28%	74
2025 Q4	$1.5M	Buy	16,048 +186	+1%	+$16.1K	0.32%	67
2025 Q3	$1.33M	Sell	15,862 -1,770	-10%	-$144K	0.3%	73
2025 Q2	$1.41M	Sell	17,632 -18	-0.1%	-$1.3K	0.34%	69
2025 Q1	$1.27M	Sell	17,650 -180	-1%	-$13.5K	0.31%	73
2024 Q4	$1.25M	Sell	17,830 -844	-5%	-$57.6K	0.31%	75
2024 Q3	$1.05M	Sell	18,674 -20	-0.1%	-$1.13K	0.26%	87
2024 Q2	$1.11M	Sell	18,694 -141	-0.7%	-$8.32K	0.3%	83
2024 Q1	$927K	Hold	18,835	–	–	0.27%	93
2023 Q4	$927K	Buy	18,835 +1,475	+8%	+$63.7K	0.27%	93
2023 Q3	$709K	Buy	17,360 +319	+2%	+$13.8K	0.24%	92
2023 Q2	$727K	Buy	17,041 +61	+0.4%	+$2.46K	0.24%	89
2023 Q1	$635K	Buy	16,980 +2,959	+21%	+$129K	0.22%	97
2022 Q4	$579K	Sell	14,021 -188	-1%	-$8.32K	0.2%	99
2022 Q3	$572K	Hold	14,209	–	–	0.23%	96
2022 Q2	$556K	Buy	14,209 +179	+1%	+$7.86K	0.21%	99
2022 Q1	$679K	Sell	14,030 -3,561	-20%	-$191K	0.22%	99
2021 Q4	$844K	Sell	17,591 -210	-1%	-$10.3K	0.29%	86
2021 Q3	$813K	Sell	17,801 -292	-2%	-$13.5K	0.3%	89
2021 Q2	$845K	Sell	18,093 -988	-5%	-$44.1K	0.33%	82
2021 Q1	$690K	Sell	19,081 -497	-3%	-$17.6K	0.3%	86
2020 Q4	$591K	Sell	19,578 -3,459	-15%	-$89.5K	0.26%	95
2020 Q3	$541K	Buy	23,037 +3,000	+15%	+$73.9K	0.27%	93
2020 Q2	$513K	Sell	20,037 -739	-4%	-$20.2K	0.3%	83
2020 Q1	$596K	Sell	20,776 -12,617	-38%	-$536K	0.42%	67
2019 Q4	$1.8M	Buy	33,393 +60	+0.2%	+$3.14K	0.92%	24
2019 Q3	$1.68M	Sell	33,333 -8,522	-20%	-$401K	0.89%	26
2019 Q2	$1.98M	Buy	41,855 +12,877	+44%	+$602K	0.7%	31
2019 Q1	$1.4M	Sell	28,978 -2,579	-8%	-$127K	0.8%	25
2018 Q4	$1.45M	Buy	+31,557	New	+$1.62M	0.91%	20

Other funds holding WFC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Essex Savings Bank's WFC Position: Q2 2026 in Review

Essex Savings Bank reduced its Wells Fargo (WFC) stake by 0.6% in Q2 2026, selling an estimated $7.79K and leaving 16,076 shares worth $1.33M. The position accounts for 0.29% of the portfolio, ranked #78.

Essex Savings Bank first reported a position in WFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.98M in Q2 2019. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Essex Savings Bank held 16,076 shares of Wells Fargo worth $1.33M as of Q2 2026.
Essex Savings Bank sold 97 Wells Fargo shares in Q2 2026, an estimated $7.79K.
Wells Fargo made up 0.29% of Essex Savings Bank's portfolio in Q2 2026, its #78 holding.
Essex Savings Bank first reported a position in Wells Fargo in Q4 2018 and has held it in 31 quarters since.
Essex Savings Bank's Wells Fargo position peaked at $1.98M in Q2 2019.
1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.