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Pinney & Scofield’s Wells Fargo WFC Stock Holding History

Pinney & Scofield’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 		$6.53K Sell
82
-99
-55% -$8.5K ﹤0.01% 196
2025
Q4 		$16.9K Hold
181
– – 0.01% 156
2025
Q3 		$15.2K Hold
181
– – 0.01% 157
2025
Q2 		$14.5K Hold
181
– – 0.01% 156
2025
Q1 		$13K Hold
181
– – 0.01% 160
2024
Q4 		$12.7K Buy
+181
New +$12.4K 0.01% 159

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

Pinney & Scofield's WFC Position: Q1 2026 in Review

Pinney & Scofield reduced its Wells Fargo (WFC) stake by 55% in Q1 2026, selling an estimated $8.5K and leaving 82 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Pinney & Scofield first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.9K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Pinney & Scofield held 82 shares of Wells Fargo worth $6.53K as of Q1 2026.
  • Pinney & Scofield sold 99 Wells Fargo shares in Q1 2026, an estimated $8.5K.
  • Wells Fargo made up ﹤0.01% of Pinney & Scofield's portfolio in Q1 2026, its #196 holding.
  • Pinney & Scofield first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's Wells Fargo position peaked at $16.9K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.