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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moors & Cabot's WFC Position: Q1 2026 in Review

Moors & Cabot increased its Wells Fargo (WFC) stake by 2.4% in Q1 2026, buying an estimated $103K and bringing the position to 51,198 shares worth $4.08M. The position accounts for 0.17% of the portfolio, ranked #124.

Moors & Cabot first reported a position in WFC in Q1 2014 and has held it in 49 quarters since. The position peaked at $4.66M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Moors & Cabot held 51,198 shares of Wells Fargo worth $4.08M as of Q1 2026.
  • Moors & Cabot bought 1,202 Wells Fargo shares in Q1 2026, an estimated $103K.
  • Wells Fargo made up 0.17% of Moors & Cabot's portfolio in Q1 2026, its #124 holding.
  • Moors & Cabot first reported a position in Wells Fargo in Q1 2014 and has held it in 49 quarters since.
  • Moors & Cabot's Wells Fargo position peaked at $4.66M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.