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Founders Capital Management (Connecticut)’s Wells Fargo WFC Stock Holding History

Founders Capital Management (Connecticut)’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 		$413K Hold
5,000
– – 0.06% 62
2026
Q1 		$398K Sell
5,000
-238,442
-98% -$20.5M 0.07% 59
2025
Q4 		$22.7M Sell
243,442
-42,176
-15% -$3.66M 3.37% 7
2025
Q3 		$23.9M Sell
285,618
-4,907
-2% -$398K 3.75% 7
2025
Q2 		$23.3M Sell
290,525
-358
-0.1% -$25.8K 3.96% 6
2025
Q1 		$20.9M Sell
290,883
-3,630
-1% -$273K 3.84% 5
2024
Q4 		$20.7M Sell
294,513
-2,093
-0.7% -$143K 3.63% 6
2024
Q3 		$16.8M Sell
296,606
-2,878
-1% -$163K 2.91% 9
2024
Q2 		$17.8M Sell
299,484
-2,444
-0.8% -$144K 3.19% 9
2024
Q1 		$17.5M Sell
301,928
-339
-0.1% -$17.7K 3.24% 7
2023
Q4 		$14.9M Sell
302,267
-943
-0.3% -$40.7K 3.05% 9
2023
Q3 		$12.4M Sell
303,210
-5,207
-2% -$225K 2.81% 9
2023
Q2 		$13.2M Sell
308,417
-5,456
-2% -$220K 2.93% 9
2023
Q1 		$11.7M Sell
313,873
-515
-0.2% -$22.4K 2.92% 12
2022
Q4 		$13M Sell
314,388
-1,837
-0.6% -$81.3K 3.49% 7
2022
Q3 		$12.7M Buy
316,225
+1,053
+0.3% +$45.2K 3.57% 6
2022
Q2 		$12.3M Sell
315,172
-904
-0.3% -$39.7K 3.16% 9
2022
Q1 		$15.3M Sell
316,076
-1,529
-0.5% -$81.8K 3.29% 10
2021
Q4 		$15.2M Sell
317,605
-3,060
-1% -$151K 3.3% 10
2021
Q3 		$14.9M Buy
+320,665
New +$14.8M 3.76% 6
2019
Q1 		– Sell
-258,991
Closed -$11.9M – 57
2018
Q4 		$11.9M Buy
+258,991
New +$13.3M 5.12% 5

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Founders Capital Management (Connecticut)'s WFC Position: Q2 2026 in Review

Founders Capital Management (Connecticut) held its Wells Fargo (WFC) position steady in Q2 2026 at 5,000 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #62.

Founders Capital Management (Connecticut) first reported a position in WFC in Q4 2018 and has held it in 21 quarters since. The position peaked at $23.9M in Q3 2025. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Founders Capital Management (Connecticut) held 5,000 shares of Wells Fargo worth $413K as of Q2 2026.
  • Founders Capital Management (Connecticut) left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.06% of Founders Capital Management (Connecticut)'s portfolio in Q2 2026, its #62 holding.
  • Founders Capital Management (Connecticut) first reported a position in Wells Fargo in Q4 2018 and has held it in 21 quarters since.
  • Founders Capital Management (Connecticut)'s Wells Fargo position peaked at $23.9M in Q3 2025.
  • 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2026, filed 20 Jul 2026.