Hazlett, Burt & Watson’s Wells Fargo WFC Stock Holding History

Hazlett, Burt & Watson’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	$299K	Buy	3,757 +1	+0%	+$86	0.09%	204
2025 Q4	$351K	Buy	3,756 +353	+10%	+$30.6K	0.11%	174
2025 Q3	$287K	Sell	3,403 -92	-3%	-$7.46K	0.1%	179
2025 Q2	$280K	Sell	3,495 -539	-13%	-$38.9K	0.11%	164
2025 Q1	$290K	Buy	4,034 +865	+27%	+$64.9K	0.13%	154
2024 Q4	$221K	Hold	3,169	–	–	0.1%	187
2024 Q3	$179K	Sell	3,169 -518	-14%	-$29.3K	0.08%	215
2024 Q2	$219K	Hold	3,687	–	–	0.11%	169
2024 Q1	$215K	Sell	3,687 -325	-8%	-$17K	0.13%	161
2023 Q4	$199K	Hold	4,012	–	–	0.13%	152
2023 Q3	$163K	Hold	4,012	–	–	0.12%	164
2023 Q2	$172K	Sell	4,012 -400	-9%	-$16.1K	0.13%	155
2023 Q1	$165K	Buy	4,412 +100	+2%	+$4.36K	0.13%	141
2022 Q4	$177K	Buy	4,312 +100	+2%	+$4.43K	0.16%	135
2022 Q3	$169K	Buy	4,212 +400	+10%	+$17.2K	0.16%	129
2022 Q2	$150K	Hold	3,812	–	–	0.14%	156
2022 Q1	$185K	Buy	+3,812	New	+$204K	0.15%	143

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hazlett, Burt & Watson's WFC Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its Wells Fargo (WFC) stake by 0.03% in Q1 2026, buying an estimated $86 and bringing the position to 3,757 shares worth $299K. The position accounts for 0.09% of the portfolio, ranked #204.

Hazlett, Burt & Watson first reported a position in WFC in Q1 2022 and has held it in 17 quarters since. The position peaked at $351K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Hazlett, Burt & Watson held 3,757 shares of Wells Fargo worth $299K as of Q1 2026.
Hazlett, Burt & Watson bought 1 Wells Fargo share in Q1 2026, an estimated $86.
Wells Fargo made up 0.09% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #204 holding.
Hazlett, Burt & Watson first reported a position in Wells Fargo in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's Wells Fargo position peaked at $351K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.