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Ipswich Investment Management’s Wells Fargo WFC Stock Holding History

Ipswich 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 		$314K Sell
3,804
-78
-2% -$6.27K 0.07% 151
2026
Q1 		$309K Sell
3,882
-272
-7% -$23.4K 0.07% 150
2025
Q4 		$387K Buy
4,154
+53
+1% +$4.6K 0.09% 136
2025
Q3 		$344K Hold
4,101
– – 0.08% 139
2025
Q2 		$329K Hold
4,101
– – 0.08% 144
2025
Q1 		$294K Hold
4,101
– – 0.07% 150
2024
Q4 		$288K Hold
4,101
– – 0.07% 157
2024
Q3 		$232K Hold
4,101
– – 0.05% 180
2024
Q2 		$244K Hold
4,101
– – 0.06% 173
2024
Q1 		$238K Sell
4,101
-1,000
-20% -$52.3K 0.06% 176
2023
Q4 		$251K Sell
5,101
-300
-6% -$12.9K 0.06% 171
2023
Q3 		$221K Hold
5,401
– – 0.06% 171
2023
Q2 		$231K Hold
5,401
– – 0.06% 172
2023
Q1 		$202K Sell
5,401
-30
-0.6% -$1.31K 0.06% 181
2022
Q4 		$224K Hold
5,431
– – 0.06% 169
2022
Q3 		$218K Sell
5,431
-4,607
-46% -$198K 0.07% 161
2022
Q2 		$393K Buy
10,038
+473
+5% +$20.8K 0.11% 134
2022
Q1 		$464K Sell
9,565
-2,000
-17% -$107K 0.12% 133
2021
Q4 		$555K Hold
11,565
– – 0.13% 123
2021
Q3 		$537K Sell
11,565
-175
-1% -$8.1K 0.14% 125
2021
Q2 		$532K Hold
11,740
– – 0.14% 125
2021
Q1 		$459K Hold
11,740
– – 0.13% 122
2020
Q4 		$354K Sell
11,740
-1,662
-12% -$43K 0.11% 135
2020
Q3 		$315K Sell
13,402
-700
-5% -$17.3K 0.1% 137
2020
Q2 		$361K Sell
14,102
-800
-5% -$21.9K 0.12% 126
2020
Q1 		$428K Sell
14,902
-850
-5% -$36.1K 0.17% 112
2019
Q4 		$847K Hold
15,752
– – 0.25% 92
2019
Q3 		$795K Sell
15,752
-50
-0.3% -$2.35K 0.25% 91
2019
Q2 		$748K Sell
15,802
-550
-3% -$25.7K 0.24% 94
2019
Q1 		$790K Buy
16,352
+1,300
+9% +$63.9K 0.26% 86
2018
Q4 		$694K Sell
15,052
-800
-5% -$41K 0.25% 82
2018
Q3 		$833K Buy
15,852
+18
+0.1% +$1.03K 0.28% 82
2018
Q2 		$878K Sell
15,834
-987
-6% -$52.9K 0.4% 63
2018
Q1 		$882K Sell
16,821
-1,854
-10% -$110K 0.37% 67
2017
Q4 		$1.13M Buy
18,675
+2
+0% +$113 0.48% 59
2017
Q3 		$1.03M Sell
18,673
-1,086
-5% -$57.7K 0.46% 59
2017
Q2 		$1.09M Buy
19,759
+2,806
+17% +$150K 0.51% 58
2017
Q1 		$944K Sell
16,953
-624
-4% -$35.4K 0.41% 63
2016
Q4 		$969K Buy
17,577
+402
+2% +$20.2K 0.44% 61
2016
Q3 		$761K Sell
17,175
-15,026
-47% -$719K 0.37% 67
2016
Q2 		$1.52M Sell
32,201
-9,847
-23% -$480K 0.75% 49
2016
Q1 		$2.06M Sell
42,048
-10,518
-20% -$515K 0.98% 41
2015
Q4 		$2.86M Buy
52,566
+2,330
+5% +$127K 1.29% 34
2015
Q3 		$2.58M Buy
50,236
+7,895
+19% +$434K 1.23% 34
2015
Q2 		$2.38M Sell
42,341
-675
-2% -$37.6K 1.07% 39
2015
Q1 		$2.34M Buy
43,016
+750
+2% +$40.5K 1.03% 39
2014
Q4 		$2.32M Buy
42,266
+34,000
+411% +$1.8M 0.99% 39
2014
Q3 		$429K Sell
8,266
-2,837
-26% -$146K 0.18% 86
2014
Q2 		$584K Buy
11,103
+2,837
+34% +$143K 0.23% 77
2014
Q1 		$411K Sell
8,266
-2,837
-26% -$132K 0.18% 86
2013
Q4 		$504K Sell
11,103
-112
-1% -$4.84K 0.21% 91
2013
Q3 		$463K Hold
11,215
– – 0.21% 90
2013
Q2 		$463K Buy
+11,215
New +$437K 0.2% 93

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

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

Ipswich Investment Management reduced its Wells Fargo (WFC) stake by 2% in Q2 2026, selling an estimated $6.27K and leaving 3,804 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #151.

Ipswich Investment Management first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.86M in Q4 2015. 1,020 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Ipswich Investment Management held 3,804 shares of Wells Fargo worth $314K as of Q2 2026.
  • Ipswich Investment Management sold 78 Wells Fargo shares in Q2 2026, an estimated $6.27K.
  • Wells Fargo made up 0.07% of Ipswich Investment Management's portfolio in Q2 2026, its #151 holding.
  • Ipswich Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Ipswich Investment Management's Wells Fargo position peaked at $2.86M in Q4 2015.
  • 1,020 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.