Harold Davidson & Associates’s Wells Fargo WFC Stock Holding History

Harold Davidson & Associates’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	$1.21M	Sell	14,644 -6,669	-31%	-$536K	0.52%	34
2026 Q1	$1.7M	Sell	21,313 -5,746	-21%	-$494K	0.82%	29
2025 Q4	$2.52M	Buy	27,059 +198	+0.7%	+$17.2K	1.12%	23
2025 Q3	$2.25M	Buy	26,861 +9,440	+54%	+$766K	1.02%	23
2025 Q2	$1.4M	Buy	+17,421	New	+$1.26M	0.9%	26

Other funds holding WFC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Harold Davidson & Associates's WFC Position: Q2 2026 in Review

Harold Davidson & Associates reduced its Wells Fargo (WFC) stake by 31% in Q2 2026, selling an estimated $536K and leaving 14,644 shares worth $1.21M. The position accounts for 0.52% of the portfolio, ranked #34.

Harold Davidson & Associates first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.52M in Q4 2025. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Harold Davidson & Associates held 14,644 shares of Wells Fargo worth $1.21M as of Q2 2026.
Harold Davidson & Associates sold 6,669 Wells Fargo shares in Q2 2026, an estimated $536K.
Wells Fargo made up 0.52% of Harold Davidson & Associates's portfolio in Q2 2026, its #34 holding.
Harold Davidson & Associates first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
Harold Davidson & Associates's Wells Fargo position peaked at $2.52M in Q4 2025.
1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.