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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
Q2 		$29.4M Buy
355,259
+28,033
+9% +$2.25M 0.41% 65
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 $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 $3.38T AUM 44.17% 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

Harvest Portfolios Group's WFC Position: Q2 2026 in Review

Harvest Portfolios Group increased its Wells Fargo (WFC) stake by 8.6% in Q2 2026, buying an estimated $2.25M and bringing the position to 355,259 shares worth $29.4M. The position accounts for 0.41% of the portfolio, ranked #65.

Harvest Portfolios Group first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $29.7M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Harvest Portfolios Group held 355,259 shares of Wells Fargo worth $29.4M as of Q2 2026.
  • Harvest Portfolios Group bought 28,033 Wells Fargo shares in Q2 2026, an estimated $2.25M.
  • Wells Fargo made up 0.41% of Harvest Portfolios Group's portfolio in Q2 2026, its #65 holding.
  • Harvest Portfolios Group first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • Harvest Portfolios Group's Wells Fargo position peaked at $29.7M in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.