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Harbour Investments’s Wells Fargo WFC Stock Holding History

Harbour Investments’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 		$8.44M Buy
106,016
+74,195
+233% +$6.37M 0.13% 144
2025
Q4 		$2.97M Buy
31,821
+1,642
+5% +$143K 0.06% 303
2025
Q3 		$2.53M Buy
30,179
+8
+0% +$649 0.06% 288
2025
Q2 		$2.42M Buy
30,171
+1,422
+5% +$103K 0.06% 286
2025
Q1 		$2.06M Buy
28,749
+99
+0.3% +$7.43K 0.06% 285
2024
Q4 		$2.01M Buy
28,650
+821
+3% +$56.1K 0.06% 282
2024
Q3 		$1.57M Sell
27,829
-22
-0.1% -$1.24K 0.05% 333
2024
Q2 		$1.65M Buy
27,851
+575
+2% +$33.9K 0.06% 290
2024
Q1 		$1.58M Buy
27,276
+383
+1% +$20K 0.06% 308
2023
Q4 		$1.32M Buy
26,893
+3,096
+13% +$134K 0.05% 304
2023
Q3 		$972K Buy
23,797
+2,429
+11% +$105K 0.05% 335
2023
Q2 		$912K Buy
21,368
+483
+2% +$19.4K 0.05% 360
2023
Q1 		$781K Buy
20,885
+537
+3% +$23.4K 0.04% 369
2022
Q4 		$840K Buy
20,348
+5,801
+40% +$257K 0.05% 338
2022
Q3 		$570K Hold
14,547
– – 0.04% 390
2022
Q2 		$570K Buy
+14,547
New +$638K 0.04% 390
2021
Q4 		$662K Sell
13,790
-110,294
-89% -$5.43M 0.04% 383
2021
Q3 		$5.76M Sell
124,084
-6,953
-5% -$322K 0.18% 101
2021
Q2 		$5.93M Buy
131,037
+255
+0.2% +$11.4K 0.19% 96
2021
Q1 		$5.11M Buy
+130,782
New +$4.63M 0.18% 108

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments's WFC Position: Q1 2026 in Review

Harbour Investments increased its Wells Fargo (WFC) stake by 233% in Q1 2026, buying an estimated $6.37M and bringing the position to 106,016 shares worth $8.44M. The position accounts for 0.13% of the portfolio, ranked #144.

Harbour Investments first reported a position in WFC in Q1 2021 and has held it in 20 quarters since. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Harbour Investments held 106,016 shares of Wells Fargo worth $8.44M as of Q1 2026.
  • Harbour Investments bought 74,195 Wells Fargo shares in Q1 2026, an estimated $6.37M.
  • Wells Fargo made up 0.13% of Harbour Investments's portfolio in Q1 2026, its #144 holding.
  • Harbour Investments first reported a position in Wells Fargo in Q1 2021 and has held it in 20 quarters since.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.