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Harvest Portfolios Group’s Wells Fargo WFC Stock Holding History

Harvest Portfolios Group’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
Q1 		$26.1M Buy
327,226
+8,295
+3% +$712K 0.43% 63
2025
Q4 		$29.7M Sell
318,931
-6,426
-2% -$558K 0.52% 50
2025
Q3 		$27.3M Sell
325,357
-17,298
-5% -$1.4M 0.5% 50
2025
Q2 		$27.5M Buy
342,655
+10,722
+3% +$773K 0.64% 49
2025
Q1 		$23.8M Buy
331,933
+246,744
+290% +$18.5M 0.7% 43
2024
Q4 		$5.98M Sell
85,189
-18,939
-18% -$1.29M 0.2% 75
2024
Q3 		$5.88M Buy
104,128
+7,303
+8% +$413K 0.2% 82
2024
Q2 		$5.75M Buy
96,825
+1,070
+1% +$63.2K 0.22% 76
2024
Q1 		$5.55M Sell
95,755
-3,446
-3% -$180K 0.22% 81
2023
Q4 		$4.88M Sell
99,201
-10,932
-10% -$472K 0.21% 80
2023
Q3 		$4.5M Buy
110,133
+1,949
+2% +$84.1K 0.21% 73
2023
Q2 		$4.62M Sell
108,184
-8,358
-7% -$336K 0.21% 75
2023
Q1 		$4.36M Buy
116,542
+27,296
+31% +$1.19M 0.21% 68
2022
Q4 		$3.68M Buy
+89,246
New +$3.95M 0.21% 82

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harvest Portfolios Group's WFC Position: Q1 2026 in Review

Harvest Portfolios Group increased its Wells Fargo (WFC) stake by 2.6% in Q1 2026, buying an estimated $712K and bringing the position to 327,226 shares worth $26.1M. The position accounts for 0.43% of the portfolio, ranked #63.

Harvest Portfolios Group first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $29.7M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Harvest Portfolios Group held 327,226 shares of Wells Fargo worth $26.1M as of Q1 2026.
  • Harvest Portfolios Group bought 8,295 Wells Fargo shares in Q1 2026, an estimated $712K.
  • Wells Fargo made up 0.43% of Harvest Portfolios Group's portfolio in Q1 2026, its #63 holding.
  • Harvest Portfolios Group first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
  • Harvest Portfolios Group's Wells Fargo position peaked at $29.7M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.