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Haverford Trust Company’s Wells Fargo WFC Stock Holding History

Haverford Trust Company’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 		$4.05M Buy
50,874
+2,343
+5% +$201K 0.04% 132
2025
Q4 		$4.52M Buy
48,531
+662
+1% +$57.5K 0.04% 126
2025
Q3 		$4.01M Sell
47,869
-3,035
-6% -$246K 0.04% 132
2025
Q2 		$4.08M Sell
50,904
-4,248
-8% -$306K 0.04% 134
2025
Q1 		$3.96M Buy
55,152
+833
+2% +$62.5K 0.04% 131
2024
Q4 		$3.82M Buy
54,319
+754
+1% +$51.5K 0.04% 132
2024
Q3 		$3.03M Buy
53,565
+692
+1% +$39.1K 0.03% 155
2024
Q2 		$3.14M Buy
52,873
+100
+0.2% +$5.9K 0.03% 147
2024
Q1 		$3.06M Buy
52,773
+10,579
+25% +$553K 0.03% 146
2023
Q4 		$2.08M Buy
42,194
+406
+1% +$17.5K 0.02% 161
2023
Q3 		$1.71M Sell
41,788
-4,873
-10% -$210K 0.02% 160
2023
Q2 		$1.99M Sell
46,661
-3,370
-7% -$136K 0.02% 153
2023
Q1 		$1.87M Buy
50,031
+4,577
+10% +$199K 0.02% 155
2022
Q4 		$1.88M Sell
45,454
-7,729
-15% -$342K 0.02% 146
2022
Q3 		$2.14M Sell
53,183
-2,837
-5% -$122K 0.03% 141
2022
Q2 		$2.19M Sell
56,020
-853
-1% -$37.4K 0.03% 138
2022
Q1 		$2.76M Buy
56,873
+9,797
+21% +$524K 0.03% 134
2021
Q4 		$2.26M Sell
47,076
-408
-0.9% -$20.1K 0.02% 144
2021
Q3 		$2.2M Buy
47,484
+4,919
+12% +$228K 0.03% 146
2021
Q2 		$1.93M Buy
42,565
+5,960
+16% +$266K 0.02% 154
2021
Q1 		$1.43M Sell
36,605
-6,969
-16% -$247K 0.02% 162
2020
Q4 		$1.31M Sell
43,574
-10,500
-19% -$272K 0.02% 148
2020
Q3 		$1.27M Sell
54,074
-21,479
-28% -$529K 0.02% 141
2020
Q2 		$1.93M Sell
75,553
-68,340
-47% -$1.87M 0.03% 119
2020
Q1 		$4.13M Sell
143,893
-13,410
-9% -$570K 0.08% 85
2019
Q4 		$8.46M Sell
157,303
-2,364
-1% -$124K 0.14% 80
2019
Q3 		$8.05M Buy
159,667
+149
+0.1% +$7.02K 0.14% 78
2019
Q2 		$7.55M Sell
159,518
-4,987
-3% -$233K 0.14% 79
2019
Q1 		$7.95M Sell
164,505
-45,412
-22% -$2.23M 0.15% 77
2018
Q4 		$9.67M Sell
209,917
-11,882
-5% -$609K 0.21% 72
2018
Q3 		$11.7M Sell
221,799
-10,085
-4% -$576K 0.22% 69
2018
Q2 		$12.9M Sell
231,884
-31,395
-12% -$1.68M 0.25% 66
2018
Q1 		$13.8M Sell
263,279
-2,041,782
-89% -$121M 0.28% 65
2017
Q4 		$140M Sell
2,305,061
-28,695
-1% -$1.62M 2.75% 7
2017
Q3 		$129M Buy
2,333,756
+1,983
+0.1% +$105K 2.69% 8
2017
Q2 		$129M Buy
2,331,773
+9,063
+0.4% +$486K 2.82% 5
2017
Q1 		$129M Sell
2,322,710
-14,058
-0.6% -$798K 2.95% 4
2016
Q4 		$129M Buy
2,336,768
+5,784
+0.2% +$291K 3.12% 3
2016
Q3 		$103M Buy
2,330,984
+235,497
+11% +$11.3M 2.57% 8
2016
Q2 		$99.2M Buy
2,095,487
+12,954
+0.6% +$632K 2.49% 10
2016
Q1 		$101M Buy
2,082,533
+32,119
+2% +$1.57M 2.62% 6
2015
Q4 		$111M Buy
2,050,414
+34,119
+2% +$1.85M 3% 2
2015
Q3 		$104M Buy
2,016,295
+43,587
+2% +$2.4M 3.01% 2
2015
Q2 		$111M Buy
1,972,708
+41,457
+2% +$2.31M 3.05% 4
2015
Q1 		$105M Buy
1,931,251
+28,975
+2% +$1.57M 2.91% 4
2014
Q4 		$104M Buy
1,902,276
+23,386
+1% +$1.24M 2.92% 3
2014
Q3 		$97.5M Buy
1,878,890
+730
+0% +$37.5K 2.91% 2
2014
Q2 		$98.7M Buy
1,878,160
+13,999
+0.8% +$704K 2.9% 3
2014
Q1 		$92.7M Sell
1,864,161
-168,524
-8% -$7.85M 2.87% 5
2013
Q4 		$92.3M Buy
2,032,685
+37,880
+2% +$1.64M 2.59% 10
2013
Q3 		$82.4M Buy
1,994,805
+27,995
+1% +$1.19M 3% 10
2013
Q2 		$81.2M Buy
+1,966,810
New +$76.6M 2.67% 10

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

Haverford Trust Company's WFC Position: Q1 2026 in Review

Haverford Trust Company increased its Wells Fargo (WFC) stake by 4.8% in Q1 2026, buying an estimated $201K and bringing the position to 50,874 shares worth $4.05M. The position accounts for 0.04% of the portfolio, ranked #132.

Haverford Trust Company first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $140M in Q4 2017. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Haverford Trust Company held 50,874 shares of Wells Fargo worth $4.05M as of Q1 2026.
  • Haverford Trust Company bought 2,343 Wells Fargo shares in Q1 2026, an estimated $201K.
  • Wells Fargo made up 0.04% of Haverford Trust Company's portfolio in Q1 2026, its #132 holding.
  • Haverford Trust Company first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Haverford Trust Company's Wells Fargo position peaked at $140M in Q4 2017.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.