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Kurt F. Somerville’s Wells Fargo WFC Stock Holding History

Kurt F. Somerville’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
Q1 		$211K Hold
2,650
– – 0.06% 89
2025
Q4 		$247K Hold
2,650
– – 0.04% 96
2025
Q3 		$222K Hold
2,650
– – 0.04% 110
2025
Q2 		$212K Buy
+2,650
New +$191K 0.04% 111
2018
Q3 		– Sell
-3,800
Closed -$211K – 111
2018
Q2 		$211K Sell
3,800
-1,000
-21% -$53.6K 0.05% 100
2018
Q1 		$252K Sell
4,800
-50
-1% -$2.97K 0.06% 98
2017
Q4 		$294K Sell
4,850
-400
-8% -$22.6K 0.06% 93
2017
Q3 		$290K Sell
5,250
-5,300
-50% -$282K 0.06% 91
2017
Q2 		$585K Sell
10,550
-1,150
-10% -$61.6K 0.12% 69
2017
Q1 		$651K Sell
11,700
-1,200
-9% -$68.1K 0.14% 68
2016
Q4 		$710K Sell
12,900
-2,000
-13% -$101K 0.16% 67
2016
Q3 		$659K Hold
14,900
– – 0.14% 69
2016
Q2 		$705K Hold
14,900
– – 0.16% 70
2016
Q1 		$720K Sell
14,900
-5,850
-28% -$286K 0.16% 69
2015
Q4 		$1.13M Sell
20,750
-950
-4% -$51.6K 0.26% 61
2015
Q3 		$1.11M Buy
21,700
+5,100
+31% +$280K 0.28% 56
2015
Q2 		$933K Sell
16,600
-600
-3% -$33.5K 0.22% 66
2015
Q1 		$936K Hold
17,200
– – 0.21% 69
2014
Q4 		$942K Buy
17,200
+10,300
+149% +$545K 0.23% 65
2014
Q3 		$358K Hold
6,900
– – 0.14% 81
2014
Q2 		$363K Hold
6,900
– – 0.14% 83
2014
Q1 		$344K Buy
6,900
+200
+3% +$9.32K 0.14% 82
2013
Q4 		$304K Hold
6,700
– – 0.12% 87
2013
Q3 		$277K Hold
6,700
– – 0.11% 91
2013
Q2 		$277K Buy
+6,700
New +$261K 0.12% 92

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kurt F. Somerville's WFC Position: Q1 2026 in Review

Kurt F. Somerville held its Wells Fargo (WFC) position steady in Q1 2026 at 2,650 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #89.

Kurt F. Somerville first reported a position in WFC in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.13M in Q4 2015. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Kurt F. Somerville held 2,650 shares of Wells Fargo worth $211K as of Q1 2026.
  • Kurt F. Somerville left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.06% of Kurt F. Somerville's portfolio in Q1 2026, its #89 holding.
  • Kurt F. Somerville first reported a position in Wells Fargo in Q2 2013 and has held it in 25 quarters since.
  • Kurt F. Somerville's Wells Fargo position peaked at $1.13M in Q4 2015.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.