HI
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Hoey Investments’s Wells Fargo WFC Stock Holding History

Hoey Investments’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 		$10.1M Sell
122,048
-14,869
-11% -$1.19M 1.3% 14
2026
Q1 		$10.9M Sell
136,917
-5,275
-4% -$453K 1.57% 8
2025
Q4 		$13.3M Sell
142,192
-1,201
-0.8% -$104K 1.76% 8
2025
Q3 		$12M Sell
143,393
-565
-0.4% -$45.8K 1.6% 8
2025
Q2 		$11.5M Sell
143,958
-8,270
-5% -$596K 1.69% 8
2025
Q1 		$10.9M Sell
152,228
-10,988
-7% -$825K 2.13% 7
2024
Q4 		$11.5M Buy
163,216
+19,620
+14% +$1.34M 1.93% 7
2024
Q3 		$8.53M Hold
143,596
– – 1.6% 8
2024
Q2 		$8.53M Buy
143,596
+16,886
+13% +$997K 1.6% 8
2024
Q1 		$7.34M Buy
126,710
+11,222
+10% +$587K 1.61% 7
2023
Q4 		$5.68M Sell
115,488
-2,845
-2% -$123K 1.59% 7
2023
Q3 		$4.84M Buy
118,333
+5,307
+5% +$229K 1.6% 7
2023
Q2 		$4.82M Buy
113,026
+8,109
+8% +$326K 1.57% 7
2023
Q1 		$3.92M Buy
104,917
+23,450
+29% +$1.02M 1.53% 9
2022
Q4 		$3.36M Sell
81,467
-15,183
-16% -$672K 1.45% 10
2022
Q3 		$3.89M Buy
96,650
+33,614
+53% +$1.44M 1.53% 11
2022
Q2 		$2.47M Buy
63,036
+12,285
+24% +$539K 1.06% 12
2022
Q1 		$2.46M Buy
50,751
+1,222
+2% +$65.4K 0.67% 17
2021
Q4 		$2.38M Buy
49,529
+16,461
+50% +$810K 0.61% 24
2021
Q3 		$1.53M Sell
33,068
-657
-2% -$30.4K 0.46% 32
2021
Q2 		$1.53M Buy
+33,725
New +$1.51M 0.45% 37
2020
Q1 		– Sell
-1,870
Closed -$101K – 175
2019
Q4 		$101K Buy
+1,870
New +$97.9K 0.07% 70

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 $3.37T AUM 44.26% 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

Hoey Investments's WFC Position: Q2 2026 in Review

Hoey Investments reduced its Wells Fargo (WFC) stake by 11% in Q2 2026, selling an estimated $1.19M and leaving 122,048 shares worth $10.1M. The position accounts for 1.3% of the portfolio, ranked #14.

Hoey Investments first reported a position in WFC in Q4 2019 and has held it in 22 quarters since. The position peaked at $13.3M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Hoey Investments held 122,048 shares of Wells Fargo worth $10.1M as of Q2 2026.
  • Hoey Investments sold 14,869 Wells Fargo shares in Q2 2026, an estimated $1.19M.
  • Wells Fargo made up 1.3% of Hoey Investments's portfolio in Q2 2026, its #14 holding.
  • Hoey Investments first reported a position in Wells Fargo in Q4 2019 and has held it in 22 quarters since.
  • Hoey Investments's Wells Fargo position peaked at $13.3M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.