Havemeyer Place’s Wells Fargo WFC Stock Holding History

Havemeyer Place’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	$2.43M	Sell	29,398 -1,110	-4%	-$89.2K	0.24%	140
2026 Q1	$2.43M	Buy	+30,508	New	+$2.62M	0.28%	109

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Havemeyer Place's WFC Position: Q2 2026 in Review

Havemeyer Place reduced its Wells Fargo (WFC) stake by 3.6% in Q2 2026, selling an estimated $89.2K and leaving 29,398 shares worth $2.43M. The position accounts for 0.24% of the portfolio, ranked #140.

Havemeyer Place first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 2,859 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Havemeyer Place held 29,398 shares of Wells Fargo worth $2.43M as of Q2 2026.
Havemeyer Place sold 1,110 Wells Fargo shares in Q2 2026, an estimated $89.2K.
Wells Fargo made up 0.24% of Havemeyer Place's portfolio in Q2 2026, its #140 holding.
Havemeyer Place first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
2,859 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.