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 Q2	$303K	Sell	3,678 -79	-2%	-$6.35K	0.08%	219
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 $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

Hazlett, Burt & Watson's WFC Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Wells Fargo (WFC) stake by 2.1% in Q2 2026, selling an estimated $6.35K and leaving 3,678 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #219.

Hazlett, Burt & Watson first reported a position in WFC in Q1 2022 and has held it in 18 quarters since. The position peaked at $351K in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Hazlett, Burt & Watson held 3,678 shares of Wells Fargo worth $303K as of Q2 2026.
Hazlett, Burt & Watson sold 79 Wells Fargo shares in Q2 2026, an estimated $6.35K.
Wells Fargo made up 0.08% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #219 holding.
Hazlett, Burt & Watson first reported a position in Wells Fargo in Q1 2022 and has held it in 18 quarters since.
Hazlett, Burt & Watson's Wells Fargo position peaked at $351K in Q4 2025.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.