Minot DeBlois Advisors’s Wells Fargo WFC Stock Holding History

Minot DeBlois Advisors’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	$38.9K	Buy	489 +302	+161%	+$25.9K	0.04%	116
2025 Q4	$17.4K	Sell	187 -127	-40%	-$11K	0.02%	111
2025 Q3	$26.3K	Sell	314 -256	-45%	-$20.8K	0.02%	125
2025 Q2	$45.7K	Buy	570 +12	+2%	+$865	0.04%	113
2025 Q1	$40.1K	Hold	558	–	–	0.04%	111
2024 Q4	$39.2K	Buy	+558	New	+$38.1K	0.04%	134

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Minot DeBlois Advisors's WFC Position: Q1 2026 in Review

Minot DeBlois Advisors increased its Wells Fargo (WFC) stake by 161% in Q1 2026, buying an estimated $25.9K and bringing the position to 489 shares worth $38.9K. The position accounts for 0.04% of the portfolio, ranked #116.

Minot DeBlois Advisors first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.7K in Q2 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Minot DeBlois Advisors held 489 shares of Wells Fargo worth $38.9K as of Q1 2026.
Minot DeBlois Advisors bought 302 Wells Fargo shares in Q1 2026, an estimated $25.9K.
Wells Fargo made up 0.04% of Minot DeBlois Advisors's portfolio in Q1 2026, its #116 holding.
Minot DeBlois Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
Minot DeBlois Advisors's Wells Fargo position peaked at $45.7K in Q2 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.