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Harel Insurance Investments & Financial Services’s Wells Fargo WFC Stock Holding History

Harel Insurance Investments & Financial Services’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 		$132K Sell
1,600
-1,100
-41% -$88.4K ﹤0.01% 373
2026
Q1 		$215K Buy
+2,700
New +$232K ﹤0.01% 300
2025
Q4 		– Sell
-5,300
Closed -$443K – 490
2025
Q3 		$443K Buy
5,300
+1,900
+56% +$154K ﹤0.01% 238
2025
Q2 		$272K Hold
3,400
– – ﹤0.01% 262
2025
Q1 		$244K Buy
+3,400
New +$255K ﹤0.01% 259
2024
Q4 		– Sell
-3,800
Closed -$215K – 531
2024
Q3 		$215K Sell
3,800
-939
-20% -$53.1K ﹤0.01% 221
2024
Q2 		$272K Buy
4,739
+4,562
+2,577% +$269K 0.01% 231
2024
Q1 		$10K Sell
177
-5,400
-97% -$283K ﹤0.01% 490
2023
Q4 		$276K Sell
5,577
-1,000
-15% -$43.2K ﹤0.01% 252
2023
Q3 		$269K Buy
6,577
+600
+10% +$25.9K 0.01% 253
2023
Q2 		$254K Buy
5,977
+1,317
+28% +$53K 0.01% 285
2023
Q1 		$174K Buy
4,660
+377
+9% +$16.4K ﹤0.01% 348
2022
Q4 		$177K Buy
4,283
+3,000
+234% +$133K ﹤0.01% 294
2022
Q3 		$52K Buy
1,283
+600
+88% +$25.8K ﹤0.01% 500
2022
Q2 		$27K Sell
683
-118,473
-99% -$5.2M ﹤0.01% 609
2022
Q1 		$5.77M Hold
119,156
– – 0.09% 105
2021
Q4 		$5.72M Buy
119,156
+95,973
+414% +$4.72M 0.11% 87
2021
Q3 		$1.08M Sell
23,183
-1,900
-8% -$87.9K 0.03% 139
2021
Q2 		$3.63M Buy
25,083
+23,300
+1,307% +$1.04M 0.08% 125
2021
Q1 		$170K Sell
1,783
-10,036
-85% -$355K ﹤0.01% 596
2020
Q4 		$1.11M Buy
11,819
+24
+0.2% +$621 0.03% 270
2020
Q3 		$277K Buy
11,795
+11,112
+1,627% +$274K 0.01% 257
2020
Q2 		$17K Sell
683
-3,551
-84% -$97.2K ﹤0.01% 470
2020
Q1 		$122K Sell
4,234
-8,189
-66% -$348K 0.01% 200
2019
Q4 		$668K Buy
12,423
+11,989
+2,762% +$628K 0.03% 101
2019
Q3 		$22K Sell
434
-273
-39% -$12.9K ﹤0.01% 387
2019
Q2 		$33K Sell
707
-324,526
-100% -$15.2M ﹤0.01% 354
2019
Q1 		$15.7M Hold
325,233
– – 0.92% 32
2018
Q4 		$15M Hold
325,233
– – 0.92% 35
2018
Q3 		$17.1M Hold
325,233
– – 0.84% 37
2018
Q2 		$18M Sell
325,233
-2,939
-0.9% -$157K 0.96% 34
2018
Q1 		$17.2M Sell
328,172
-3,000
-0.9% -$178K 0.97% 30
2017
Q4 		$20.1M Sell
331,172
-2,628
-0.8% -$148K 1.26% 24
2017
Q3 		$18.4M Sell
333,800
-4,000
-1% -$213K 1.51% 23
2017
Q2 		$18.7M Sell
337,800
-3,392
-1% -$182K 1.51% 21
2017
Q1 		$18.9M Buy
341,192
+15,437
+5% +$876K 1.66% 18
2016
Q4 		$14.4M Buy
325,755
+429
+0.1% +$21.6K 2.05% 16
2016
Q3 		$14.4M Sell
325,326
-12,354
-4% -$591K 1.95% 18
2016
Q2 		$16M Sell
337,680
-42,556
-11% -$2.07M 1.91% 13
2016
Q1 		$18.4M Sell
380,236
-341
-0.1% -$16.7K 2.2% 12
2015
Q4 		$20.7M Buy
+380,577
New +$20.7M 2.4% 13

Other funds holding WFC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Harel Insurance Investments & Financial Services's WFC Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services reduced its Wells Fargo (WFC) stake by 41% in Q2 2026, selling an estimated $88.4K and leaving 1,600 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Harel Insurance Investments & Financial Services first reported a position in WFC in Q4 2015 and has held it in 41 quarters since. The position peaked at $20.7M in Q4 2015. 1,712 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 1,600 shares of Wells Fargo worth $132K as of Q2 2026.
  • Harel Insurance Investments & Financial Services sold 1,100 Wells Fargo shares in Q2 2026, an estimated $88.4K.
  • Wells Fargo made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #373 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Wells Fargo in Q4 2015 and has held it in 41 quarters since.
  • Harel Insurance Investments & Financial Services's Wells Fargo position peaked at $20.7M in Q4 2015.
  • 1,712 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.