FHA
WFC icon

Flagship Harbor Advisors’s Wells Fargo WFC Stock Holding History

Flagship Harbor 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
Q2 		$475K Buy
5,753
+2,317
+67% +$186K 0.02% 533
2026
Q1 		$274K Sell
3,436
-30
-0.9% -$2.58K 0.01% 621
2025
Q4 		$323K Sell
3,466
-289
-8% -$25.1K 0.02% 541
2025
Q3 		$315K Buy
3,755
+183
+5% +$14.8K 0.01% 618
2025
Q2 		$286K Buy
3,572
+166
+5% +$12K 0.01% 617
2025
Q1 		$244K Buy
3,406
+60
+2% +$4.5K 0.01% 640
2024
Q4 		$235K Sell
3,346
-253
-7% -$17.3K 0.01% 644
2024
Q3 		$203K Buy
+3,599
New +$204K 0.01% 696
2024
Q2 		– Sell
-3,662
Closed -$212K – 735
2024
Q1 		$212K Sell
3,662
-2,034
-36% -$106K 0.01% 621
2023
Q4 		$280K Sell
5,696
-2,082
-27% -$89.8K 0.02% 511
2023
Q3 		$318K Sell
7,778
-691
-8% -$29.8K 0.03% 456
2023
Q2 		$361K Sell
8,469
-1,535
-15% -$61.8K 0.03% 428
2023
Q1 		$374K Sell
10,004
-1,987
-17% -$86.6K 0.04% 416
2022
Q4 		$495K Sell
11,991
-608
-5% -$26.9K 0.05% 339
2022
Q3 		$507K Sell
12,599
-162
-1% -$6.96K 0.06% 307
2022
Q2 		$500K Sell
12,761
-180
-1% -$7.9K 0.06% 323
2022
Q1 		$627K Buy
12,941
+163
+1% +$8.72K 0.06% 309
2021
Q4 		$613K Buy
12,778
+5,637
+79% +$278K 0.06% 317
2021
Q3 		$323K Hold
7,141
– – 0.03% 466
2021
Q2 		$323K Sell
7,141
-4,958
-41% -$221K 0.03% 467
2021
Q1 		$473K Buy
12,099
+718
+6% +$25.4K 0.05% 366
2020
Q4 		$343K Buy
11,381
+5,220
+85% +$135K 0.04% 392
2020
Q3 		$144K Sell
6,161
-4,077
-40% -$100K 0.02% 550
2020
Q2 		$262K Buy
10,238
+3,040
+42% +$83.2K 0.04% 397
2020
Q1 		$207K Buy
7,198
+1,039
+17% +$44.2K 0.04% 383
2019
Q4 		$331K Sell
6,159
-293
-5% -$15.3K 0.06% 319
2019
Q3 		$325K Sell
6,452
-3,978
-38% -$187K 0.06% 294
2019
Q2 		$493K Sell
10,430
-666
-6% -$31.1K 0.1% 207
2019
Q1 		$536K Sell
11,096
-1,753
-14% -$86.2K 0.11% 202
2018
Q4 		$592K Sell
12,849
-1,759
-12% -$90.1K 0.14% 153
2018
Q3 		$763K Sell
14,608
-212
-1% -$12.1K 0.14% 164
2018
Q2 		$821K Buy
14,820
+1,690
+13% +$90.5K 0.16% 133
2018
Q1 		$677K Buy
13,130
+3,363
+34% +$200K 0.2% 128
2017
Q4 		$603K Sell
9,767
-1,652
-14% -$93.3K 0.17% 144
2017
Q3 		$633K Buy
11,419
+162
+1% +$8.61K 0.21% 129
2017
Q2 		$629K Buy
11,257
+700
+7% +$37.5K 0.22% 128
2017
Q1 		$579K Sell
10,557
-369
-3% -$20.9K 0.22% 131
2016
Q4 		$605K Buy
+10,926
New +$549K 0.26% 112

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Flagship Harbor Advisors's WFC Position: Q2 2026 in Review

Flagship Harbor Advisors increased its Wells Fargo (WFC) stake by 67% in Q2 2026, buying an estimated $186K and bringing the position to 5,753 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #533.

Flagship Harbor Advisors first reported a position in WFC in Q4 2016 and has held it in 38 quarters since. The position peaked at $821K in Q2 2018. 943 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Flagship Harbor Advisors held 5,753 shares of Wells Fargo worth $475K as of Q2 2026.
  • Flagship Harbor Advisors bought 2,317 Wells Fargo shares in Q2 2026, an estimated $186K.
  • Wells Fargo made up 0.02% of Flagship Harbor Advisors's portfolio in Q2 2026, its #533 holding.
  • Flagship Harbor Advisors first reported a position in Wells Fargo in Q4 2016 and has held it in 38 quarters since.
  • Flagship Harbor Advisors's Wells Fargo position peaked at $821K in Q2 2018.
  • 943 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.