Searle & Co’s Wells Fargo WFC Stock Holding History

Searle & Co’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	$487K	Hold	5,887	–	–	0.11%	125
2026 Q1	$469K	Hold	5,887	–	–	0.12%	125
2025 Q4	$549K	Hold	5,887	–	–	0.14%	111
2025 Q3	$493K	Hold	5,887	–	–	0.13%	115
2025 Q2	$472K	Hold	5,887	–	–	0.13%	110
2025 Q1	$423K	Hold	5,887	–	–	0.12%	119
2024 Q4	$414K	Buy	+5,887	New	+$402K	0.12%	120
2015 Q3	–	Sell	-339	Closed	-$19K	–	257
2015 Q2	$19K	Hold	339	–	–	0.02%	238
2015 Q1	$18K	Sell	339 -2,500	-88%	-$135K	0.02%	248
2014 Q4	$155K	Buy	+2,839	New	+$150K	0.13%	123

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Searle & Co's WFC Position: Q2 2026 in Review

Searle & Co held its Wells Fargo (WFC) position steady in Q2 2026 at 5,887 shares worth $487K. The position accounts for 0.11% of the portfolio, ranked #125.

Searle & Co first reported a position in WFC in Q4 2014 and has held it in 10 quarters since. The position peaked at $549K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Searle & Co held 5,887 shares of Wells Fargo worth $487K as of Q2 2026.
Searle & Co left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.11% of Searle & Co's portfolio in Q2 2026, its #125 holding.
Searle & Co first reported a position in Wells Fargo in Q4 2014 and has held it in 10 quarters since.
Searle & Co's Wells Fargo position peaked at $549K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.