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Harrell Investment Partners’s Wells Fargo WFC Stock Holding History

Harrell Investment Partners’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 		$3.38M Buy
40,921
+1,330
+3% +$107K 0.73% 38
2026
Q1 		$3.15M Buy
39,591
+2,142
+6% +$184K 0.75% 37
2025
Q4 		$3.49M Buy
+37,449
New +$3.25M 0.82% 36

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Harrell Investment Partners's WFC Position: Q2 2026 in Review

Harrell Investment Partners increased its Wells Fargo (WFC) stake by 3.4% in Q2 2026, buying an estimated $107K and bringing the position to 40,921 shares worth $3.38M. The position accounts for 0.73% of the portfolio, ranked #38.

Harrell Investment Partners first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.49M in Q4 2025. 953 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Harrell Investment Partners held 40,921 shares of Wells Fargo worth $3.38M as of Q2 2026.
  • Harrell Investment Partners bought 1,330 Wells Fargo shares in Q2 2026, an estimated $107K.
  • Wells Fargo made up 0.73% of Harrell Investment Partners's portfolio in Q2 2026, its #38 holding.
  • Harrell Investment Partners first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Harrell Investment Partners's Wells Fargo position peaked at $3.49M in Q4 2025.
  • 953 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.