Harold Davidson & Associates
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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
Q3 		$1.12M Sell
13,972
-672
-5% -$58.1K 0.45% 35
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Harold Davidson & Associates's WFC Position: Q3 2026 in Review

Harold Davidson & Associates reduced its Wells Fargo (WFC) stake by 4.6% in Q3 2026, selling an estimated $58.1K and leaving 13,972 shares worth $1.12M. The position accounts for 0.45% of the portfolio, ranked #35.

Harold Davidson & Associates first reported a position in WFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.52M in Q4 2025. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Harold Davidson & Associates held 13,972 shares of Wells Fargo worth $1.12M as of Q3 2026.
  • Harold Davidson & Associates sold 672 Wells Fargo shares in Q3 2026, an estimated $58.1K.
  • Wells Fargo made up 0.45% of Harold Davidson & Associates's portfolio in Q3 2026, its #35 holding.
  • Harold Davidson & Associates first reported a position in Wells Fargo in Q2 2025 and has held it in 6 quarters since.
  • Harold Davidson & Associates's Wells Fargo position peaked at $2.52M in Q4 2025.
  • 1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Harold Davidson & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.