James Hambro & Partners’s Wells Fargo WFC Stock Holding History

James Hambro & 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	$332K	Hold	4,019	–	–	0.01%	60
2026 Q1	$320K	Hold	4,019	–	–	0.01%	46
2025 Q4	$375K	Hold	4,019	–	–	0.01%	45
2025 Q3	$337K	Hold	4,019	–	–	0.01%	48
2025 Q2	$322K	Hold	4,019	–	–	0.01%	45
2025 Q1	$289K	Hold	4,019	–	–	0.01%	49
2024 Q4	$282K	Sell	4,019 -175	-4%	-$11.9K	0.01%	52
2024 Q3	$237K	Hold	4,194	–	–	0.01%	52
2024 Q2	$249K	Hold	4,194	–	–	0.01%	51
2024 Q1	$243K	Hold	4,194	–	–	0.01%	51
2023 Q4	$206K	Buy	+4,194	New	+$181K	0.01%	52
2022 Q2	–	Sell	-7,129	Closed	-$346K	–	68
2022 Q1	$346K	Sell	7,129 -500	-7%	-$26.8K	0.02%	54
2021 Q4	$366K	Sell	7,629 -337	-4%	-$16.6K	0.02%	57
2021 Q3	$370K	Hold	7,966	–	–	0.03%	67
2021 Q2	$361K	Sell	7,966 -318	-4%	-$14.2K	0.03%	67
2021 Q1	$324K	Hold	8,284	–	–	0.03%	75
2020 Q4	$250K	Buy	+8,284	New	+$214K	0.03%	84
2020 Q3	–	Sell	-8,284	Closed	-$212K	–	61
2020 Q2	$212K	Buy	+8,284	New	+$227K	0.03%	54
2020 Q1	–	Sell	-5,426	Closed	-$292K	–	57
2019 Q4	$292K	Hold	5,426	–	–	0.05%	49
2019 Q3	$274K	Buy	+5,426	New	+$256K	0.05%	46
2019 Q1	$266K	Buy	+5,426	New	+$267K	0.08%	45

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

James Hambro & Partners's WFC Position: Q2 2026 in Review

James Hambro & Partners held its Wells Fargo (WFC) position steady in Q2 2026 at 4,019 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #60.

James Hambro & Partners first reported a position in WFC in Q1 2019 and has held it in 21 quarters since. The position peaked at $375K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

James Hambro & Partners held 4,019 shares of Wells Fargo worth $332K as of Q2 2026.
James Hambro & Partners left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.01% of James Hambro & Partners's portfolio in Q2 2026, its #60 holding.
James Hambro & Partners first reported a position in Wells Fargo in Q1 2019 and has held it in 21 quarters since.
James Hambro & Partners's Wells Fargo position peaked at $375K in Q4 2025.
1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on James Hambro & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.