HUB Investment Partners’s Wells Fargo WFC Stock Holding History

HUB Investment Partners’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	$10.8M	Sell	130,960 -89,589	-41%	-$7.2M	0.19%	95
2026 Q1	$17.6M	Buy	220,549 +8,972	+4%	+$771K	0.42%	43
2025 Q4	$19.7M	Sell	211,577 -237	-0.1%	-$20.6K	0.51%	37
2025 Q3	$17.8M	Buy	211,814 +4,104	+2%	+$333K	0.59%	31
2025 Q2	$16.6M	Buy	207,710 +8,831	+4%	+$637K	0.56%	40
2025 Q1	$14.3M	Sell	198,879 -1,937	-1%	-$145K	0.57%	45
2024 Q4	$14.1M	Buy	200,816 +283	+0.1%	+$19.3K	0.59%	44
2024 Q3	$11.3M	Buy	200,533 +6,100	+3%	+$345K	0.49%	57
2024 Q2	$11.5M	Sell	194,433 -37,780	-16%	-$2.23M	0.44%	52
2024 Q1	$13.5M	Sell	232,213 -34,424	-13%	-$1.8M	0.73%	34
2023 Q4	$13.1M	Buy	+266,637	New	+$11.5M	0.9%	26

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

HUB Investment Partners's WFC Position: Q2 2026 in Review

HUB Investment Partners reduced its Wells Fargo (WFC) stake by 41% in Q2 2026, selling an estimated $7.2M and leaving 130,960 shares worth $10.8M. The position accounts for 0.19% of the portfolio, ranked #95.

HUB Investment Partners first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.7M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

HUB Investment Partners held 130,960 shares of Wells Fargo worth $10.8M as of Q2 2026.
HUB Investment Partners sold 89,589 Wells Fargo shares in Q2 2026, an estimated $7.2M.
Wells Fargo made up 0.19% of HUB Investment Partners's portfolio in Q2 2026, its #95 holding.
HUB Investment Partners first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
HUB Investment Partners's Wells Fargo position peaked at $19.7M in Q4 2025.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.