Moors & Cabot’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.56M | Sell |
43,063
-8,135
| -16% | -$654K | 0.14% | 146 |
|
|
2026
Q1 | $4.08M | Buy |
51,198
+1,202
| +2% | +$103K | 0.17% | 124 |
|
|
2025
Q4 | $4.66M | Buy |
49,996
+463
| +0.9% | +$40.2K | 0.2% | 105 |
|
|
2025
Q3 | $4.15M | Sell |
49,533
-4,084
| -8% | -$331K | 0.18% | 110 |
|
|
2025
Q2 | $4.3M | Buy |
53,617
+4,854
| +10% | +$350K | 0.2% | 102 |
|
|
2025
Q1 | $3.5M | Buy |
48,763
+489
| +1% | +$36.7K | 0.18% | 113 |
|
|
2024
Q4 | $3.39M | Sell |
48,274
-3,459
| -7% | -$236K | 0.16% | 119 |
|
|
2024
Q3 | $2.92M | Buy |
51,733
+651
| +1% | +$36.8K | 0.15% | 140 |
|
|
2024
Q2 | $3.03M | Sell |
51,082
-5,694
| -10% | -$336K | 0.16% | 127 |
|
|
2024
Q1 | $3.29M | Buy |
56,776
+150
| +0.3% | +$7.85K | 0.18% | 115 |
|
|
2023
Q4 | $2.79M | Sell |
56,626
-8,033
| -12% | -$347K | 0.17% | 126 |
|
|
2023
Q3 | $2.64M | Sell |
64,659
-1,781
| -3% | -$76.9K | 0.18% | 122 |
|
|
2023
Q2 | $2.84M | Sell |
66,440
-3,713
| -5% | -$149K | 0.19% | 119 |
|
|
2023
Q1 | $2.62M | Buy |
70,153
+3,228
| +5% | +$141K | 0.18% | 128 |
|
|
2022
Q4 | $2.76M | Sell |
66,925
-66
| -0.1% | -$2.92K | 0.19% | 122 |
|
|
2022
Q3 | $2.69M | Buy |
66,991
+8,475
| +14% | +$364K | 0.21% | 111 |
|
|
2022
Q2 | $2.29M | Buy |
58,516
+5,426
| +10% | +$238K | 0.16% | 132 |
|
|
2022
Q1 | $2.57M | Buy |
53,090
+777
| +1% | +$41.6K | 0.16% | 136 |
|
|
2021
Q4 | $2.51M | Sell |
52,313
-3,612
| -6% | -$178K | 0.15% | 141 |
|
|
2021
Q3 | $2.6M | Buy |
55,925
+2,520
| +5% | +$117K | 0.16% | 130 |
|
|
2021
Q2 | $2.42M | Buy |
53,405
+5,456
| +11% | +$244K | 0.17% | 131 |
|
|
2021
Q1 | $1.89M | Buy |
47,949
+5,820
| +14% | +$206K | 0.14% | 148 |
|
|
2020
Q4 | $1.27M | Buy |
42,129
+244
| +0.6% | +$6.32K | 0.11% | 195 |
|
|
2020
Q3 | $985K | Buy |
41,885
+4,598
| +12% | +$113K | 0.09% | 212 |
|
|
2020
Q2 | $955K | Buy |
37,287
+14,391
| +63% | +$394K | 0.1% | 194 |
|
|
2020
Q1 | $656K | Buy |
22,896
+764
| +3% | +$32.5K | 0.1% | 204 |
|
|
2019
Q4 | $1.19M | Buy |
22,132
+1,344
| +6% | +$70.4K | 0.12% | 181 |
|
|
2019
Q3 | $1.05M | Sell |
20,788
-1,136
| -5% | -$53.5K | 0.12% | 181 |
|
|
2019
Q2 | $1.04M | Buy |
21,924
+690
| +3% | +$32.3K | 0.13% | 170 |
|
|
2019
Q1 | $1.03M | Sell |
21,234
-10,272
| -33% | -$505K | 0.14% | 160 |
|
|
2018
Q4 | $1.45M | Sell |
31,506
-2,614
| -8% | -$134K | 0.23% | 114 |
|
|
2018
Q3 | $1.8M | Buy |
34,120
+6,615
| +24% | +$378K | 0.22% | 113 |
|
|
2018
Q2 | $1.53M | Sell |
27,505
-1,342
| -5% | -$71.9K | 0.21% | 127 |
|
|
2018
Q1 | $1.51M | Sell |
28,847
-18,585
| -39% | -$1.1M | 0.2% | 132 |
|
|
2017
Q4 | $2.87M | Buy |
47,432
+1,538
| +3% | +$86.9K | 0.38% | 71 |
|
|
2017
Q3 | $2.54M | Buy |
45,894
+10,655
| +30% | +$566K | 0.37% | 74 |
|
|
2017
Q2 | $1.95M | Buy |
35,239
+1,380
| +4% | +$73.9K | 0.32% | 85 |
|
|
2017
Q1 | $1.89M | Sell |
33,859
-4,790
| -12% | -$272K | 0.32% | 89 |
|
|
2016
Q4 | $2.14M | Sell |
38,649
-5,182
| -12% | -$261K | 0.35% | 71 |
|
|
2016
Q3 | $1.94M | Buy |
43,831
+7,485
| +21% | +$358K | 0.32% | 78 |
|
|
2016
Q2 | $1.71M | Buy |
36,346
+3,705
| +11% | +$181K | 0.3% | 83 |
|
|
2016
Q1 | $1.58M | Sell |
32,641
-6,297
| -16% | -$308K | 0.29% | 91 |
|
|
2015
Q4 | $2.12M | Sell |
38,938
-1,266
| -3% | -$68.7K | 0.39% | 65 |
|
|
2015
Q3 | $2.06M | Sell |
40,204
-4,407
| -10% | -$242K | 0.38% | 69 |
|
|
2015
Q2 | $2.5M | Buy |
44,611
+1,005
| +2% | +$56K | 0.41% | 67 |
|
|
2015
Q1 | $2.37M | Sell |
43,606
-2,674
| -6% | -$145K | 0.4% | 65 |
|
|
2014
Q4 | $2.53M | Buy |
46,280
+842
| +2% | +$44.6K | 0.43% | 60 |
|
|
2014
Q3 | $2.35M | Buy |
45,438
+2,286
| +5% | +$118K | 0.4% | 64 |
|
|
2014
Q2 | $2.28M | Buy |
43,152
+15,162
| +54% | +$762K | 0.38% | 64 |
|
|
2014
Q1 | $1.39M | Buy |
+27,990
| New | +$1.3M | 0.35% | 78 |
|
Other funds holding WFC
Moors & Cabot's WFC Position: Q2 2026 in Review
Moors & Cabot reduced its Wells Fargo (WFC) stake by 16% in Q2 2026, selling an estimated $654K and leaving 43,063 shares worth $3.56M. The position accounts for 0.14% of the portfolio, ranked #146.
Moors & Cabot first reported a position in WFC in Q1 2014 and has held it in 50 quarters since. The position peaked at $4.66M in Q4 2025. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Moors & Cabot held 43,063 shares of Wells Fargo worth $3.56M as of Q2 2026.
- Moors & Cabot sold 8,135 Wells Fargo shares in Q2 2026, an estimated $654K.
- Wells Fargo made up 0.14% of Moors & Cabot's portfolio in Q2 2026, its #146 holding.
- Moors & Cabot first reported a position in Wells Fargo in Q1 2014 and has held it in 50 quarters since.
- Moors & Cabot's Wells Fargo position peaked at $4.66M in Q4 2025.
- 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.