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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
Q2 		$25K Sell
302
-187
-38% -$15K 0.02% 128
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Minot DeBlois Advisors's WFC Position: Q2 2026 in Review

Minot DeBlois Advisors reduced its Wells Fargo (WFC) stake by 38% in Q2 2026, selling an estimated $15K and leaving 302 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #128.

Minot DeBlois Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.7K in Q2 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Minot DeBlois Advisors held 302 shares of Wells Fargo worth $25K as of Q2 2026.
  • Minot DeBlois Advisors sold 187 Wells Fargo shares in Q2 2026, an estimated $15K.
  • Wells Fargo made up 0.02% of Minot DeBlois Advisors's portfolio in Q2 2026, its #128 holding.
  • Minot DeBlois Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Minot DeBlois Advisors's Wells Fargo position peaked at $45.7K in Q2 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.