Grandfield & Dodd’s Wells Fargo WFC Stock Holding History

Grandfield & Dodd’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 Q1	–	Sell	-2,391	Closed	-$223K	–	218
2025 Q4	$223K	Hold	2,391	–	–	0.01%	200
2025 Q3	$200K	Buy	+2,391	New	+$194K	0.01%	209
2025 Q1	–	Sell	-2,898	Closed	-$204K	–	205
2024 Q4	$204K	Buy	+2,898	New	+$198K	0.01%	202
2023 Q3	–	Sell	-4,878	Closed	-$208K	–	195
2023 Q2	$208K	Buy	+4,878	New	+$196K	0.01%	191
2023 Q1	–	Sell	-4,896	Closed	-$202K	–	194
2022 Q4	$202K	Sell	4,896 -380	-7%	-$16.8K	0.01%	189
2022 Q3	$210K	Sell	5,276 -1,340	-20%	-$57.6K	0.02%	181
2022 Q2	$260K	Hold	6,616	–	–	0.02%	170
2022 Q1	$320K	Sell	6,616 -76	-1%	-$4.07K	0.02%	168
2021 Q4	$320K	Sell	6,692 -150	-2%	-$7.38K	0.02%	168
2021 Q3	$320K	Hold	6,842	–	–	0.02%	169
2021 Q2	$310K	Sell	6,842 -200	-3%	-$8.93K	0.02%	164
2021 Q1	$280K	Buy	+7,042	New	+$249K	0.02%	164
2020 Q1	–	Sell	-6,109	Closed	-$329K	–	187
2019 Q4	$329K	Hold	6,109	–	–	0.03%	147
2019 Q3	$308K	Sell	6,109 -2,000	-25%	-$94.2K	0.03%	147
2019 Q2	$384K	Sell	8,109 -196	-2%	-$9.17K	0.04%	140
2019 Q1	$401K	Buy	8,305 +196	+2%	+$9.64K	0.04%	139
2018 Q4	$374K	Sell	8,109 -203	-2%	-$10.4K	0.04%	136
2018 Q3	$437K	Sell	8,312 -5,048	-38%	-$288K	0.05%	138
2018 Q2	$741K	Buy	13,360 +108	+0.8%	+$5.79K	0.08%	108
2018 Q1	$695K	Sell	13,252 -4,937	-27%	-$293K	0.08%	107
2017 Q4	$1.1M	Buy	18,189 +59	+0.3%	+$3.33K	0.12%	91
2017 Q3	$1M	Buy	18,130 +340	+2%	+$18.1K	0.11%	96
2017 Q2	$986K	Buy	17,790 +2,317	+15%	+$124K	0.12%	94
2017 Q1	$861K	Sell	15,473 -611	-4%	-$34.7K	0.11%	98
2016 Q4	$886K	Sell	16,084 -4,209	-21%	-$212K	0.11%	97
2016 Q3	$899K	Buy	20,293 +5,010	+33%	+$240K	0.12%	93
2016 Q2	$723K	Buy	15,283 +611	+4%	+$29.8K	0.1%	97
2016 Q1	$710K	Buy	14,672 +2,466	+20%	+$121K	0.1%	92
2015 Q4	$664K	Hold	12,206	–	–	0.1%	94
2015 Q3	$627K	Sell	12,206 -200	-2%	-$11K	0.11%	96
2015 Q2	$698K	Buy	12,406 +1,371	+12%	+$76.4K	0.11%	94
2015 Q1	$600K	Buy	11,035 +681	+7%	+$36.8K	0.09%	97
2014 Q4	$568K	Sell	10,354 -627	-6%	-$33.2K	0.09%	103
2014 Q3	$570K	Buy	10,981 +141	+1%	+$7.25K	0.09%	105
2014 Q2	$570K	Buy	10,840 +315	+3%	+$15.8K	0.09%	112
2014 Q1	$524K	Buy	10,525 +2,021	+24%	+$94.1K	0.08%	115
2013 Q4	$386K	Sell	8,504 -1,100	-11%	-$47.5K	0.06%	127
2013 Q3	$397K	Sell	9,604 -48	-0.5%	-$2.05K	0.07%	125
2013 Q2	$398K	Buy	+9,652	New	+$376K	0.08%	122

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Grandfield & Dodd's WFC Position: Q1 2026 in Review

Grandfield & Dodd sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,391 shares — an estimated $223K sold.

Grandfield & Dodd first reported a position in WFC in Q2 2013 and held it in 39 quarters. The position peaked at $1.1M in Q4 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Grandfield & Dodd reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Grandfield & Dodd sold 2,391 Wells Fargo shares in Q1 2026, an estimated $223K.
Grandfield & Dodd first reported a position in Wells Fargo in Q2 2013 and held it in 39 quarters.
Grandfield & Dodd's Wells Fargo position peaked at $1.1M in Q4 2017.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.