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Halbert Hargrove Global Advisors’s Wells Fargo WFC Stock Holding History

Halbert Hargrove Global 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 		$3.03K Buy
+37
New +$2.97K ﹤0.01% 368
2026
Q1 		– Sell
-233
Closed -$21.7K – 386
2025
Q4 		$21.7K Buy
233
+15
+7% +$1.3K ﹤0.01% 243
2025
Q3 		$18.3K Buy
+218
New +$17.7K ﹤0.01% 259
2025
Q2 		– Sell
-111
Closed -$7.94K – 663
2025
Q1 		$7.94K Buy
+111
New +$8.33K ﹤0.01% 273
2023
Q2 		– Sell
-5,802
Closed -$217K – 170
2023
Q1 		$217K Sell
5,802
-370
-6% -$16.1K 0.01% 151
2022
Q4 		$255K Sell
6,172
-3,701
-37% -$164K 0.02% 128
2022
Q3 		$397K Buy
9,873
+1,041
+12% +$44.7K 0.03% 86
2022
Q2 		$346K Sell
8,832
-167
-2% -$7.33K 0.03% 93
2022
Q1 		$436K Sell
8,999
-381
-4% -$20.4K 0.03% 86
2021
Q4 		$450K Buy
9,380
+127
+1% +$6.25K 0.03% 80
2021
Q3 		$429K Sell
9,253
-5
-0.1% -$231 0.03% 72
2021
Q2 		$419K Buy
9,258
+797
+9% +$35.6K 0.03% 81
2021
Q1 		$331K Sell
8,461
-193
-2% -$6.83K 0.02% 85
2020
Q4 		$261K Buy
8,654
+116
+1% +$3K 0.02% 91
2020
Q3 		$201K Buy
8,538
+81
+1% +$2K 0.02% 97
2020
Q2 		$216K Sell
8,457
-1,103
-12% -$30.2K 0.03% 78
2020
Q1 		$274K Sell
9,560
-813
-8% -$34.6K 0.05% 59
2019
Q4 		$558K Sell
10,373
-757
-7% -$39.6K 0.14% 33
2019
Q3 		$561K Buy
11,130
+449
+4% +$21.2K 0.15% 32
2019
Q2 		$505K Buy
+10,681
New +$499K 0.14% 29
2019
Q1 		– Sell
-11,025
Closed -$508K – 85
2018
Q4 		$508K Sell
11,025
-1,013
-8% -$51.9K 0.12% 34
2018
Q3 		$633K Buy
12,038
+3,741
+45% +$214K 0.16% 25
2018
Q2 		$460K Buy
8,297
+195
+2% +$10.4K 0.12% 32
2018
Q1 		$425K Hold
8,102
– – 0.11% 32
2017
Q4 		$492K Sell
8,102
-284
-3% -$16K 0.13% 31
2017
Q3 		$462K Sell
8,386
-356
-4% -$18.9K 0.13% 29
2017
Q2 		$484K Sell
8,742
-213
-2% -$11.4K 0.13% 32
2017
Q1 		$498K Sell
8,955
-688
-7% -$39K 0.13% 35
2016
Q4 		$532K Sell
9,643
-56
-0.6% -$2.82K 0.15% 28
2016
Q3 		$429K Sell
9,699
-1,255
-11% -$60.1K 0.12% 33
2016
Q2 		$518K Sell
10,954
-545
-5% -$26.6K 0.15% 26
2016
Q1 		$556K Sell
11,499
-2,049
-15% -$100K 0.2% 26
2015
Q4 		$736K Sell
13,548
-404
-3% -$21.9K 0.32% 25
2015
Q3 		$716K Sell
13,952
-15,247
-52% -$838K 0.35% 20
2015
Q2 		$1.64M Sell
29,199
-644
-2% -$35.9K 0.4% 14
2015
Q1 		$1.62M Buy
29,843
+13,329
+81% +$720K 0.52% 15
2014
Q4 		$905K Sell
16,514
-3,970
-19% -$210K 0.45% 18
2014
Q3 		$1.06M Sell
20,484
-325
-2% -$16.7K 0.29% 25
2014
Q2 		$1.09M Sell
20,809
-108
-0.5% -$5.43K 0.33% 14
2014
Q1 		$1.04M Sell
20,917
-904
-4% -$42.1K 0.32% 14
2013
Q4 		$991K Buy
21,821
+2,062
+10% +$89.1K 0.31% 16
2013
Q3 		$816K Sell
19,759
-1,112
-5% -$47.5K 0.27% 24
2013
Q2 		$861K Buy
+20,871
New +$813K 0.32% 21

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Halbert Hargrove Global Advisors's WFC Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 37 shares worth $3.03K. The stake represents ﹤0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in WFC as recently as Q4 2025.

Halbert Hargrove Global Advisors first reported a position in WFC in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.64M in Q2 2015. 1,292 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Halbert Hargrove Global Advisors held 37 shares of Wells Fargo worth $3.03K as of Q2 2026.
  • Wells Fargo was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Wells Fargo made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #368 holding.
  • Halbert Hargrove Global Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 43 quarters since.
  • Halbert Hargrove Global Advisors's Wells Fargo position peaked at $1.64M in Q2 2015.
  • 1,292 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.