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Naples Global Advisors’s Wells Fargo WFC Stock Holding History

Naples Global 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 		$569K Buy
6,889
+501
+8% +$40.3K 0.04% 320
2026
Q1 		$509K Buy
6,388
+270
+4% +$23.2K 0.04% 325
2025
Q4 		$570K Sell
6,118
-801
-12% -$69.5K 0.04% 303
2025
Q3 		$580K Buy
6,919
+2,355
+52% +$191K 0.05% 297
2025
Q2 		$366K Buy
+4,564
New +$329K 0.03% 344
2020
Q4 		– Sell
-9,610
Closed -$226K – 359
2020
Q3 		$226K Sell
9,610
-3,185
-25% -$78.5K 0.04% 315
2020
Q2 		$328K Buy
12,795
+3,050
+31% +$83.4K 0.07% 265
2020
Q1 		$280K Buy
9,745
+3,800
+64% +$162K 0.07% 256
2019
Q4 		$320K Hold
5,945
– – 0.07% 266
2019
Q3 		$300K Hold
5,945
– – 0.07% 264
2019
Q2 		$281K Sell
5,945
-737
-11% -$34.5K 0.07% 270
2019
Q1 		$323K Buy
6,682
+1,047
+19% +$51.5K 0.08% 245
2018
Q4 		$269K Sell
5,635
-146
-3% -$7.48K 0.08% 256
2018
Q3 		$304K Sell
5,781
-461
-7% -$26.3K 0.08% 260
2018
Q2 		$346K Buy
6,242
+1,386
+29% +$74.3K 0.1% 232
2018
Q1 		$254K Sell
4,856
-150
-3% -$8.91K 0.08% 263
2017
Q4 		$304K Buy
+5,006
New +$283K 0.09% 243
2016
Q3 		– Sell
-4,941
Closed -$234K – 260
2016
Q2 		$234K Buy
4,941
+166
+3% +$8.09K 0.1% 230
2016
Q1 		$231K Hold
4,775
– – 0.1% 235
2015
Q4 		$260K Buy
4,775
+36
+0.8% +$1.96K 0.13% 197
2015
Q3 		$243K Buy
4,739
+709
+18% +$39K 0.12% 204
2015
Q2 		$227K Sell
4,030
-194
-5% -$10.8K 0.11% 224
2015
Q1 		$230K Buy
+4,224
New +$228K 0.11% 228

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

Naples Global Advisors's WFC Position: Q2 2026 in Review

Naples Global Advisors increased its Wells Fargo (WFC) stake by 7.8% in Q2 2026, buying an estimated $40.3K and bringing the position to 6,889 shares worth $569K. The position accounts for 0.04% of the portfolio, ranked #320.

Naples Global Advisors first reported a position in WFC in Q1 2015 and has held it in 23 quarters since. The position peaked at $580K in Q3 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Naples Global Advisors held 6,889 shares of Wells Fargo worth $569K as of Q2 2026.
  • Naples Global Advisors bought 501 Wells Fargo shares in Q2 2026, an estimated $40.3K.
  • Wells Fargo made up 0.04% of Naples Global Advisors's portfolio in Q2 2026, its #320 holding.
  • Naples Global Advisors first reported a position in Wells Fargo in Q1 2015 and has held it in 23 quarters since.
  • Naples Global Advisors's Wells Fargo position peaked at $580K in Q3 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.