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 Q2	$219K	Hold	2,650	–	–	0.05%	93
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 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

Kurt F. Somerville's WFC Position: Q2 2026 in Review

Kurt F. Somerville held its Wells Fargo (WFC) position steady in Q2 2026 at 2,650 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #93.

Kurt F. Somerville first reported a position in WFC in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.13M in Q4 2015. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Kurt F. Somerville held 2,650 shares of Wells Fargo worth $219K as of Q2 2026.
Kurt F. Somerville left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.05% of Kurt F. Somerville's portfolio in Q2 2026, its #93 holding.
Kurt F. Somerville first reported a position in Wells Fargo in Q2 2013 and has held it in 26 quarters since.
Kurt F. Somerville's Wells Fargo position peaked at $1.13M in Q4 2015.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Kurt F. Somerville's 13F filing for Q2 2026, filed 11 Aug 2026.