Sippican Capital Advisors’s Wells Fargo WFC Stock Holding History

Sippican Capital Advisors’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	$580K	Sell	7,020 -145	-2%	-$11.7K	0.35%	74
2026 Q1	$570K	Sell	7,165 -210	-3%	-$18K	0.39%	75
2025 Q4	$687K	Sell	7,375 -740	-9%	-$64.2K	0.44%	70
2025 Q3	$680K	Sell	8,115 -28	-0.3%	-$2.27K	0.45%	73
2025 Q2	$652K	Hold	8,143	–	–	0.47%	68
2025 Q1	$585K	Sell	8,143 -150	-2%	-$11.3K	0.44%	75
2024 Q4	$583K	Hold	8,293	–	–	0.42%	75
2024 Q3	$468K	Hold	8,293	–	–	0.33%	81
2024 Q2	$493K	Hold	8,293	–	–	0.39%	79
2024 Q1	$481K	Sell	8,293 -6,940	-46%	-$363K	0.37%	81
2023 Q4	$750K	Buy	15,233 +6,940	+84%	+$299K	0.59%	66
2023 Q3	$339K	Hold	8,293	–	–	0.31%	86
2023 Q2	$354K	Sell	8,293 -350	-4%	-$14.1K	0.33%	81
2023 Q1	$323K	Sell	8,643 -468	-5%	-$20.4K	0.31%	82
2022 Q4	$376K	Sell	9,111 -25	-0.3%	-$1.11K	0.36%	77
2022 Q3	$367K	Sell	9,136 -1,370	-13%	-$58.9K	0.38%	77
2022 Q2	$412K	Hold	10,506	–	–	0.41%	75
2022 Q1	$509K	Sell	10,506 -60	-0.6%	-$3.21K	0.42%	75
2021 Q4	$507K	Sell	10,566 -5,970	-36%	-$294K	0.43%	73
2021 Q3	$767K	Buy	16,536 +206	+1%	+$9.54K	0.66%	61
2021 Q2	$740K	Sell	16,330 -100	-0.6%	-$4.46K	0.64%	59
2021 Q1	$642K	Sell	16,430 -500	-3%	-$17.7K	0.59%	60
2020 Q4	$511K	Sell	16,930 -9,020	-35%	-$234K	0.55%	66
2020 Q3	$610K	Buy	25,950 +3,760	+17%	+$92.7K	0.76%	56
2020 Q2	$568K	Sell	22,190 -550	-2%	-$15K	0.77%	54
2020 Q1	$653K	Sell	22,740 -574	-2%	-$24.4K	1.06%	40
2019 Q4	$1.25M	Buy	23,314 +550	+2%	+$28.8K	1.4%	27
2019 Q3	$1.15M	Sell	22,764 -925	-4%	-$43.6K	1.39%	26
2019 Q2	$1.12M	Sell	23,689 -999	-4%	-$46.7K	1.32%	27
2019 Q1	$1.19M	Sell	24,688 -1,330	-5%	-$65.4K	1.42%	22
2018 Q4	$1.2M	Buy	26,018 +4,012	+18%	+$205K	1.62%	20
2018 Q3	$1.17M	Sell	22,006 -11,440	-34%	-$653K	1.35%	26
2018 Q2	$1.85M	Sell	33,446 -366	-1%	-$19.6K	1.85%	14
2018 Q1	$1.77M	Sell	33,812 -421	-1%	-$25K	1.84%	13
2017 Q4	$2.08M	Sell	34,233 -5,650	-14%	-$319K	2.03%	11
2017 Q3	$2.2M	Sell	39,883 -4,525	-10%	-$241K	2.25%	5
2017 Q2	$2.46M	Sell	44,408 -902	-2%	-$48.3K	2.67%	4
2017 Q1	$2.52M	Sell	45,310 -1,932	-4%	-$110K	2.68%	3
2016 Q4	$2.6M	Sell	47,242 -2,141	-4%	-$108K	2.73%	6
2016 Q3	$2.19M	Sell	49,383 -1,250	-2%	-$59.8K	2.5%	8
2016 Q2	$2.4M	Sell	50,633 -1,804	-3%	-$88K	2.85%	2
2016 Q1	$2.54M	Sell	52,437 -3,225	-6%	-$158K	3.23%	2
2015 Q4	$3.03M	Sell	55,662 -995	-2%	-$54K	3.82%	1
2015 Q3	$2.91M	Sell	56,657 -1,275	-2%	-$70.1K	3.69%	1
2015 Q2	$3.26M	Sell	57,932 -67	-0.1%	-$3.74K	3.28%	1
2015 Q1	$3.15M	Sell	57,999 -2,950	-5%	-$159K	3.21%	1
2014 Q4	$3.34M	Sell	60,949 -1,000	-2%	-$52.9K	3.34%	1
2014 Q3	$3.21M	Buy	+61,949	New	+$3.19M	3.27%	2

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sippican Capital Advisors's WFC Position: Q2 2026 in Review

Sippican Capital Advisors reduced its Wells Fargo (WFC) stake by 2% in Q2 2026, selling an estimated $11.7K and leaving 7,020 shares worth $580K. The position accounts for 0.35% of the portfolio, ranked #74.

Sippican Capital Advisors first reported a position in WFC in Q3 2014 and has held it in 48 quarters since. The position peaked at $3.34M in Q4 2014. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Sippican Capital Advisors held 7,020 shares of Wells Fargo worth $580K as of Q2 2026.
Sippican Capital Advisors sold 145 Wells Fargo shares in Q2 2026, an estimated $11.7K.
Wells Fargo made up 0.35% of Sippican Capital Advisors's portfolio in Q2 2026, its #74 holding.
Sippican Capital Advisors first reported a position in Wells Fargo in Q3 2014 and has held it in 48 quarters since.
Sippican Capital Advisors's Wells Fargo position peaked at $3.34M in Q4 2014.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sippican Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.