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McNamara Financial Services’s Wells Fargo WFC Stock Holding History

McNamara Financial Services’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 		– Sell
-2,163
Closed -$202K – 103
2025
Q4 		$202K Buy
+2,163
New +$188K 0.04% 99
2016
Q1 		– Sell
-46,606
Closed -$2.53M – 84
2015
Q4 		$2.53M Buy
46,606
+352
+0.8% +$19.1K 2.48% 11
2015
Q3 		$2.38M Buy
46,254
+10,202
+28% +$561K 2.5% 16
2015
Q2 		$2.03M Buy
36,052
+28,810
+398% +$1.61M 1.92% 27
2015
Q1 		$394K Hold
7,242
– – 0.36% 55
2014
Q4 		$397K Buy
+7,242
New +$383K 0.36% 56

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McNamara Financial Services's WFC Position: Q1 2026 in Review

McNamara Financial Services sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,163 shares — an estimated $202K sold.

McNamara Financial Services first reported a position in WFC in Q4 2014 and held it in 6 quarters. The position peaked at $2.53M in Q4 2015. 2,814 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • McNamara Financial Services reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • McNamara Financial Services sold 2,163 Wells Fargo shares in Q1 2026, an estimated $202K.
  • McNamara Financial Services first reported a position in Wells Fargo in Q4 2014 and held it in 6 quarters.
  • McNamara Financial Services's Wells Fargo position peaked at $2.53M in Q4 2015.
  • 2,814 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on McNamara Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.