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New England Research & Management’s Wells Fargo WFC Stock Holding History

New England Research & Management’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 		$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 York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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. 973 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.
  • 973 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.