New England Research & Management’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 | $1.15M | Sell |
13,927
-19,223
| -58% | -$1.54M | 0.45% | 69 |
|
|
2026
Q1 | $2.64M | Buy |
33,150
+15,045
| +83% | +$1.29M | 1.12% | 24 |
|
|
2025
Q4 | $1.69M | Buy |
18,105
+3,650
| +25% | +$317K | 0.74% | 45 |
|
|
2025
Q3 | $1.21M | Buy |
+14,455
| New | +$1.17M | 0.56% | 62 |
|
|
2025
Q2 | – | Sell |
-10,610
| Closed | -$762K | – | 174 |
|
|
2025
Q1 | $762K | Buy |
10,610
+1,005
| +10% | +$75.5K | 0.39% | 78 |
|
|
2024
Q4 | $675K | Buy |
+9,605
| New | +$656K | 0.34% | 90 |
|
|
2020
Q4 | – | Sell |
-15,140
| Closed | -$356K | – | 166 |
|
|
2020
Q3 | $356K | Sell |
15,140
-1,550
| -9% | -$38.2K | 0.26% | 101 |
|
|
2020
Q2 | $427K | Sell |
16,690
-4,400
| -21% | -$120K | 0.31% | 101 |
|
|
2020
Q1 | $605K | Buy |
21,090
+10,800
| +105% | +$459K | 0.52% | 65 |
|
|
2019
Q4 | $554K | Sell |
10,290
-1,260
| -11% | -$66K | 0.37% | 90 |
|
|
2019
Q3 | $583K | Sell |
11,550
-700
| -6% | -$33K | 0.42% | 86 |
|
|
2019
Q2 | $580K | Sell |
12,250
-550
| -4% | -$25.7K | 0.39% | 92 |
|
|
2019
Q1 | $618K | Buy |
+12,800
| New | +$630K | 0.42% | 85 |
|
|
2018
Q4 | – | Sell |
-4,800
| Closed | -$252K | – | 188 |
|
|
2018
Q3 | $252K | Sell |
4,800
-272
| -5% | -$15.5K | 0.16% | 133 |
|
|
2018
Q2 | $281K | Sell |
5,072
-30,938
| -86% | -$1.66M | 0.19% | 137 |
|
|
2018
Q1 | $1.89M | Buy |
36,010
+750
| +2% | +$44.6K | 1.26% | 14 |
|
|
2017
Q4 | $2.14M | Buy |
35,260
+5,150
| +17% | +$291K | 1.53% | 9 |
|
|
2017
Q3 | $1.66M | Sell |
30,110
-1,350
| -4% | -$71.8K | 1.22% | 18 |
|
|
2017
Q2 | $1.74M | Sell |
31,460
-3,550
| -10% | -$190K | 1.29% | 14 |
|
|
2017
Q1 | $1.95M | Sell |
35,010
-5,107
| -13% | -$290K | 1.5% | 9 |
|
|
2016
Q4 | $2.21M | Sell |
40,117
-6,330
| -14% | -$318K | 1.74% | 7 |
|
|
2016
Q3 | $2.06M | Buy |
46,447
+3,050
| +7% | +$146K | 1.72% | 7 |
|
|
2016
Q2 | $2.05M | Buy |
43,397
+10,050
| +30% | +$490K | 1.77% | 8 |
|
|
2016
Q1 | $1.61M | Buy |
33,347
+875
| +3% | +$42.8K | 1.37% | 12 |
|
|
2015
Q4 | $1.76M | Sell |
32,472
-2,500
| -7% | -$136K | 1.53% | 10 |
|
|
2015
Q3 | $1.8M | Buy |
34,972
+23,850
| +214% | +$1.31M | 1.71% | 8 |
|
|
2015
Q2 | $626K | Hold |
11,122
| – | – | 0.51% | 77 |
|
|
2015
Q1 | $605K | Buy |
+11,122
| New | +$601K | 0.52% | 79 |
|
Other funds holding WFC
New England Research & Management's WFC Position: Q2 2026 in Review
New England Research & Management reduced its Wells Fargo (WFC) stake by 58% in Q2 2026, selling an estimated $1.54M and leaving 13,927 shares worth $1.15M. The position accounts for 0.45% of the portfolio, ranked #69.
New England Research & Management first reported a position in WFC in Q1 2015 and has held it in 28 quarters since. The position peaked at $2.64M in Q1 2026. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- New England Research & Management held 13,927 shares of Wells Fargo worth $1.15M as of Q2 2026.
- New England Research & Management sold 19,223 Wells Fargo shares in Q2 2026, an estimated $1.54M.
- Wells Fargo made up 0.45% of New England Research & Management's portfolio in Q2 2026, its #69 holding.
- New England Research & Management first reported a position in Wells Fargo in Q1 2015 and has held it in 28 quarters since.
- New England Research & Management's Wells Fargo position peaked at $2.64M in Q1 2026.
- 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.