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Harbor Investment Advisory’s Wells Fargo WFC Stock Holding History

Harbor Investment Advisory’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 		$1.08M Buy
13,037
+53
+0.4% +$4.26K 0.08% 195
2026
Q1 		$1.03M Buy
12,984
+235
+2% +$20.2K 0.08% 182
2025
Q4 		$1.19M Buy
12,749
+565
+5% +$49.1K 0.09% 170
2025
Q3 		$1.02M Sell
12,184
-95
-0.8% -$7.7K 0.08% 180
2025
Q2 		$984K Buy
12,279
+115
+0.9% +$8.29K 0.09% 174
2025
Q1 		$873K Buy
12,164
+180
+2% +$13.5K 0.08% 175
2024
Q4 		$842K Buy
11,984
+2,800
+30% +$191K 0.08% 171
2024
Q3 		$519K Sell
9,184
-123
-1% -$6.96K 0.05% 228
2024
Q2 		$553K Sell
9,307
-24
-0.3% -$1.42K 0.06% 214
2024
Q1 		$541K Buy
9,331
+248
+3% +$13K 0.06% 218
2023
Q4 		$447K Sell
9,083
-15
-0.2% -$647 0.05% 225
2023
Q3 		$372K Sell
9,098
-3,245
-26% -$140K 0.05% 240
2023
Q2 		$527K Buy
12,343
+1,765
+17% +$71K 0.07% 205
2023
Q1 		$395K Sell
10,578
-15
-0.1% -$654 0.06% 246
2022
Q4 		$437K Buy
10,593
+176
+2% +$7.79K 0.07% 217
2022
Q3 		$419K Sell
10,417
-195
-2% -$8.38K 0.07% 218
2022
Q2 		$416K Buy
10,612
+2,305
+28% +$101K 0.07% 221
2022
Q1 		$403K Buy
8,307
+911
+12% +$48.8K 0.05% 249
2021
Q4 		$355K Sell
7,396
-6,850
-48% -$337K 0.04% 268
2021
Q3 		$661K Sell
14,246
-1,411
-9% -$65.3K 0.09% 184
2021
Q2 		$709K Sell
15,657
-1,030
-6% -$46K 0.1% 182
2021
Q1 		$652K Buy
16,687
+399
+2% +$14.1K 0.1% 177
2020
Q4 		$492K Sell
16,288
-1,313
-7% -$34K 0.08% 192
2020
Q3 		$414K Buy
17,601
+1,861
+12% +$45.9K 0.08% 181
2020
Q2 		$403K Buy
15,740
+1,945
+14% +$53.2K 0.09% 173
2020
Q1 		$396K Buy
13,795
+841
+6% +$35.8K 0.11% 152
2019
Q4 		$697K Buy
+12,954
New +$678K 0.16% 125

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

Harbor Investment Advisory's WFC Position: Q2 2026 in Review

Harbor Investment Advisory increased its Wells Fargo (WFC) stake by 0.41% in Q2 2026, buying an estimated $4.26K and bringing the position to 13,037 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #195.

Harbor Investment Advisory first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.19M in Q4 2025. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Harbor Investment Advisory held 13,037 shares of Wells Fargo worth $1.08M as of Q2 2026.
  • Harbor Investment Advisory bought 53 Wells Fargo shares in Q2 2026, an estimated $4.26K.
  • Wells Fargo made up 0.08% of Harbor Investment Advisory's portfolio in Q2 2026, its #195 holding.
  • Harbor Investment Advisory first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Wells Fargo position peaked at $1.19M in Q4 2025.
  • 989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.