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NorthStar Asset Management (Massachusetts)’s Wells Fargo WFC Stock Holding History

NorthStar Asset Management (Massachusetts)’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
Q1 		– Sell
-2,501
Closed -$233K – 89
2025
Q4 		$233K Buy
+2,501
New +$217K 0.06% 83

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.56T 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

NorthStar Asset Management (Massachusetts)'s WFC Position: Q1 2026 in Review

NorthStar Asset Management (Massachusetts) sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,501 shares — an estimated $233K sold.

NorthStar Asset Management (Massachusetts) first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $233K in Q4 2025. 2,810 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • NorthStar Asset Management (Massachusetts) reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • NorthStar Asset Management (Massachusetts) sold 2,501 Wells Fargo shares in Q1 2026, an estimated $233K.
  • NorthStar Asset Management (Massachusetts) first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
  • NorthStar Asset Management (Massachusetts)'s Wells Fargo position peaked at $233K in Q4 2025.
  • 2,810 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q1 2026, filed 13 May 2026.