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Harbour Capital Advisors’s Wells Fargo WFC Stock Holding History

Harbour Capital 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 		$222K Buy
+2,546
New +$205K 0.04% 286
2026
Q1 		– Sell
-2,386
Closed -$227K – 323
2025
Q4 		$227K Buy
+2,386
New +$207K 0.05% 258
2023
Q2 		– Sell
-8,613
Closed -$322K – 288
2023
Q1 		$322K Buy
+8,613
New +$375K 0.1% 191
2020
Q1 		– Sell
-7,291
Closed -$392K – 216
2019
Q4 		$392K Sell
7,291
-145
-2% -$7.59K 0.15% 146
2019
Q3 		$375K Hold
7,436
– – 0.16% 145
2019
Q2 		$352K Sell
7,436
-140
-2% -$6.55K 0.15% 153
2019
Q1 		$366K Sell
7,576
-175
-2% -$8.61K 0.16% 143
2018
Q4 		$357K Buy
+7,751
New +$397K 0.18% 139
2018
Q3 		– Sell
-9,301
Closed -$524K – 245
2018
Q2 		$524K Sell
9,301
-903
-9% -$48.4K 0.22% 127
2018
Q1 		$535K Sell
10,204
-1,116
-10% -$66.3K 0.23% 128
2017
Q4 		$687K Sell
11,320
-11,126
-50% -$628K 0.29% 113
2017
Q3 		$1.24M Buy
22,446
+7,195
+47% +$382K 0.54% 55
2017
Q2 		$845K Sell
15,251
-1,325
-8% -$71K 0.42% 84
2017
Q1 		$923K Hold
16,576
– – 0.42% 79
2016
Q4 		$914K Sell
16,576
-2,592
-14% -$130K 0.66% 56
2016
Q3 		$849K Sell
19,168
-4,399
-19% -$210K 0.53% 63
2016
Q2 		$1.11M Sell
23,567
-8,261
-26% -$403K 0.63% 36
2016
Q1 		$1.54M Buy
31,828
+2,824
+10% +$138K 0.88% 24
2015
Q4 		$1.58M Buy
29,004
+200
+0.7% +$10.9K 0.86% 22
2015
Q3 		$1.48M Buy
28,804
+702
+2% +$38.6K 1.05% 17
2015
Q2 		$1.58M Buy
28,102
+1,120
+4% +$62.4K 0.99% 19
2015
Q1 		$1.47M Buy
26,982
+3,750
+16% +$203K 1.02% 13
2014
Q4 		$1.27M Buy
23,232
+200
+0.9% +$10.6K 0.91% 17
2014
Q3 		$1.2M Buy
23,032
+870
+4% +$44.8K 0.99% 20
2014
Q2 		$1.17M Buy
22,162
+4,400
+25% +$221K 0.92% 20
2014
Q1 		$883K Buy
17,762
+2,975
+20% +$139K 0.84% 30
2013
Q4 		$671K Buy
14,787
+1,425
+11% +$61.5K 0.59% 60
2013
Q3 		$552K Buy
13,362
+200
+2% +$8.54K 0.6% 62
2013
Q2 		$543K Buy
+13,162
New +$513K 0.68% 47

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Harbour Capital Advisors's WFC Position: Q2 2026 in Review

Harbour Capital Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 2,546 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #286 among its holdings. This is a return to the name: Harbour Capital Advisors previously reported a position in WFC as recently as Q4 2025.

Harbour Capital Advisors first reported a position in WFC in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.58M in Q2 2015. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Harbour Capital Advisors held 2,546 shares of Wells Fargo worth $222K as of Q2 2026.
  • Wells Fargo was a new Harbour Capital Advisors position in Q2 2026.
  • Wells Fargo made up 0.04% of Harbour Capital Advisors's portfolio in Q2 2026, its #286 holding.
  • Harbour Capital Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 29 quarters since.
  • Harbour Capital Advisors's Wells Fargo position peaked at $1.58M in Q2 2015.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Harbour Capital Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.