Hardy Reed
WFC icon

Hardy Reed’s Wells Fargo WFC Stock Holding History

Hardy Reed’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
Q3 		$631K Buy
7,879
+295
+4% +$25.5K 0.04% 135
2026
Q2 		$627K Buy
7,584
+63
+0.8% +$5.06K 0.04% 132
2026
Q1 		$599K Sell
7,521
-591
-7% -$50.8K 0.04% 126
2025
Q4 		$756K Buy
8,112
+2,417
+42% +$210K 0.05% 109
2025
Q3 		$477K Buy
5,695
+175
+3% +$14.2K 0.04% 142
2025
Q2 		$442K Sell
5,520
-528
-9% -$38.1K 0.04% 143
2025
Q1 		$434K Buy
6,048
+484
+9% +$36.3K 0.04% 141
2024
Q4 		$391K Buy
5,564
+215
+4% +$14.7K 0.03% 152
2024
Q3 		$302K Sell
5,349
-21,723
-80% -$1.23M 0.03% 186
2024
Q2 		$1.61M Buy
27,072
+21,723
+406% +$1.28M 0.16% 65
2024
Q1 		$310K Buy
5,349
+36
+0.7% +$1.88K 0.04% 87
2023
Q4 		$262K Sell
5,313
-106
-2% -$4.57K 0.04% 100
2023
Q3 		$221K Sell
5,419
-70
-1% -$3.02K 0.04% 96
2023
Q2 		$234K Buy
+5,489
New +$221K 0.04% 88
2022
Q3 		– Sell
-5,171
Closed -$203K – 91
2022
Q2 		$203K Buy
5,171
+242
+5% +$10.6K 0.04% 77
2022
Q1 		$239K Hold
4,929
– – 0.04% 75
2021
Q4 		$236K Hold
4,929
– – 0.04% 97
2021
Q3 		$229K Sell
4,929
-395
-7% -$18.3K 0.04% 92
2021
Q2 		$241K Sell
5,324
-1,337
-20% -$59.7K 0.04% 91
2021
Q1 		$260K Sell
6,661
-25
-0.4% -$885 0.05% 85
2020
Q4 		$202K Buy
+6,686
New +$173K 0.04% 96
2020
Q1 		– Sell
-6,151
Closed -$331K – 76
2019
Q4 		$331K Buy
6,151
+600
+11% +$31.4K 0.12% 49
2019
Q3 		$280K Hold
5,551
– – 0.11% 49
2019
Q2 		$263K Sell
5,551
-73
-1% -$3.41K 0.1% 54
2019
Q1 		$272K Hold
5,624
– – 0.1% 49
2018
Q4 		$259K Buy
+5,624
New +$288K 0.11% 48

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Hardy Reed's WFC Position: Q3 2026 in Review

Hardy Reed increased its Wells Fargo (WFC) stake by 3.9% in Q3 2026, buying an estimated $25.5K and bringing the position to 7,879 shares worth $631K. The position accounts for 0.04% of the portfolio, ranked #135.

Hardy Reed first reported a position in WFC in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.61M in Q2 2024. 2,073 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Hardy Reed held 7,879 shares of Wells Fargo worth $631K as of Q3 2026.
  • Hardy Reed bought 295 Wells Fargo shares in Q3 2026, an estimated $25.5K.
  • Wells Fargo made up 0.04% of Hardy Reed's portfolio in Q3 2026, its #135 holding.
  • Hardy Reed first reported a position in Wells Fargo in Q4 2018 and has held it in 26 quarters since.
  • Hardy Reed's Wells Fargo position peaked at $1.61M in Q2 2024.
  • 2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.