HB
WFC icon

Harry Burn’s Wells Fargo WFC Stock Holding History

Harry Burn’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 		$73.6M Sell
890,946
-11,484
-1% -$923K 2.27% 30
2026
Q1 		$71.8M Sell
902,430
-17,625
-2% -$1.51M 2.41% 25
2025
Q4 		$85.7M Sell
920,055
-5,612
-0.6% -$487K 2.73% 21
2025
Q3 		$77.6M Sell
925,667
-153,469
-14% -$12.4M 2.56% 24
2025
Q2 		$86.5M Sell
1,079,136
-169,250
-14% -$12.2M 2.95% 14
2025
Q1 		$89.6M Sell
1,248,386
-304,713
-20% -$22.9M 3.14% 13
2024
Q4 		$109M Sell
1,553,099
-219,396
-12% -$15M 3.6% 2
2024
Q3 		$100M Buy
1,772,495
+198,930
+13% +$11.3M 3.26% 3
2024
Q2 		$93.5M Sell
1,573,565
-568,461
-27% -$33.6M 3.12% 8
2024
Q1 		$124M Sell
2,142,026
-116,816
-5% -$6.11M 3.88% 2
2023
Q4 		$111M Sell
2,258,842
-44,904
-2% -$1.94M 3.86% 4
2023
Q3 		$94.1M Sell
2,303,746
-9,354
-0.4% -$404K 3.6% 4
2023
Q2 		$98.7M Sell
2,313,100
-66,077
-3% -$2.66M 3.64% 4
2023
Q1 		$88.9M Sell
2,379,177
-121,842
-5% -$5.31M 3.35% 8
2022
Q4 		$103M Sell
2,501,019
-120,206
-5% -$5.32M 3.88% 5
2022
Q3 		$105M Buy
2,621,225
+44,384
+2% +$1.91M 4.27% 2
2022
Q2 		$101M Sell
2,576,841
-52,075
-2% -$2.29M 3.7% 3
2022
Q1 		$127M Sell
2,628,916
-325,555
-11% -$17.4M 3.7% 5
2021
Q4 		$142M Sell
2,954,471
-57,782
-2% -$2.84M 3.93% 4
2021
Q3 		$140M Buy
3,012,253
+860,134
+40% +$39.8M 3.95% 3
2021
Q2 		$97.5M Buy
+2,152,119
New +$96.1M 2.71% 14
2020
Q2 		– Sell
-1,526,032
Closed -$43.8M – 45
2020
Q1 		$43.8M Buy
+1,526,032
New +$64.9M 1.53% 34

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harry Burn's WFC Position: Q2 2026 in Review

Harry Burn reduced its Wells Fargo (WFC) stake by 1.3% in Q2 2026, selling an estimated $923K and leaving 890,946 shares worth $73.6M. The position accounts for 2.27% of the portfolio, ranked #30.

Harry Burn first reported a position in WFC in Q1 2020 and has held it in 22 quarters since. The position peaked at $142M in Q4 2021. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Harry Burn held 890,946 shares of Wells Fargo worth $73.6M as of Q2 2026.
  • Harry Burn sold 11,484 Wells Fargo shares in Q2 2026, an estimated $923K.
  • Wells Fargo made up 2.27% of Harry Burn's portfolio in Q2 2026, its #30 holding.
  • Harry Burn first reported a position in Wells Fargo in Q1 2020 and has held it in 22 quarters since.
  • Harry Burn's Wells Fargo position peaked at $142M in Q4 2021.
  • 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sound Shore Management's 13F filing for Q2 2026, filed 12 Aug 2026.