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Hillsdale Investment Management’s Wells Fargo WFC Stock Holding History

Hillsdale Investment Management’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 		$1.64M Sell
19,902
-33,240
-63% -$2.67M 0.04% 326
2026
Q1 		$4.23M Sell
53,142
-7,350
-12% -$631K 0.12% 229
2025
Q4 		$5.64M Buy
60,492
+26,680
+79% +$2.32M 0.16% 175
2025
Q3 		$2.83M Buy
33,812
+28,500
+537% +$2.31M 0.09% 289
2025
Q2 		$426K Buy
5,312
+1,310
+33% +$94.5K 0.02% 406
2025
Q1 		$287K Buy
4,002
+2,540
+174% +$191K 0.01% 394
2024
Q4 		$103K Sell
1,462
-3,800
-72% -$259K 0.01% 434
2024
Q3 		$297K Buy
5,262
+2,112
+67% +$119K 0.02% 367
2024
Q2 		$187K Sell
3,150
-100
-3% -$5.9K 0.01% 385
2024
Q1 		$188K Sell
3,250
-700
-18% -$36.6K 0.01% 374
2023
Q4 		$194K Hold
3,950
– – 0.02% 361
2023
Q3 		$161K Buy
+3,950
New +$171K 0.01% 356
2023
Q2 		– Sell
-460
Closed -$17.2K – 664
2023
Q1 		$17.2K Sell
460
-580
-56% -$25.3K ﹤0.01% 514
2022
Q4 		$42.9K Sell
1,040
-310
-23% -$13.7K ﹤0.01% 490
2022
Q3 		$54K Sell
1,350
-540
-29% -$23.2K ﹤0.01% 463
2022
Q2 		$74K Hold
1,890
– – 0.01% 444
2022
Q1 		$92K Buy
1,890
+1,090
+136% +$58.3K 0.01% 441
2021
Q4 		$38K Buy
+800
New +$39.4K ﹤0.01% 502
2021
Q3 		– Sell
-1,040
Closed -$47K – 644
2021
Q2 		$47K Sell
1,040
-890
-46% -$39.7K ﹤0.01% 472
2021
Q1 		$75K Buy
1,930
+830
+75% +$29.4K 0.01% 432
2020
Q4 		$33K Buy
+1,100
New +$28.5K ﹤0.01% 465
2019
Q4 		– Sell
-3,230
Closed -$163K – 668
2019
Q3 		$163K Buy
3,230
+1,290
+66% +$60.8K 0.01% 412
2019
Q2 		$92K Hold
1,940
– – 0.01% 427
2019
Q1 		$94K Buy
+1,940
New +$95.4K 0.01% 408

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

Hillsdale Investment Management's WFC Position: Q2 2026 in Review

Hillsdale Investment Management reduced its Wells Fargo (WFC) stake by 63% in Q2 2026, selling an estimated $2.67M and leaving 19,902 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #326.

Hillsdale Investment Management first reported a position in WFC in Q1 2019 and has held it in 24 quarters since. The position peaked at $5.64M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Hillsdale Investment Management held 19,902 shares of Wells Fargo worth $1.64M as of Q2 2026.
  • Hillsdale Investment Management sold 33,240 Wells Fargo shares in Q2 2026, an estimated $2.67M.
  • Wells Fargo made up 0.04% of Hillsdale Investment Management's portfolio in Q2 2026, its #326 holding.
  • Hillsdale Investment Management first reported a position in Wells Fargo in Q1 2019 and has held it in 24 quarters since.
  • Hillsdale Investment Management's Wells Fargo position peaked at $5.64M in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.