Moors & Cabot’s Wells Fargo WFC Stock Holding History

Moors & Cabot’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
2020 Q3	–	Sell	-1,500	Closed	-$4K	–	746
2020 Q2	$4K	Buy	+1,500	New	+$41K	﹤0.01%	665

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 $3.38T AUM 44.17% 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

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. 2,881 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.
2,881 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.