Tarbox Family Office’s Wells Fargo WFC Stock Holding History

Tarbox Family Office’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	$666K	Sell	8,371 -1,135	-12%	-$97.5K	0.11%	54
2025 Q4	$886K	Sell	9,506 -1,736	-15%	-$151K	0.14%	45
2025 Q3	$942K	Buy	11,242 +15	+0.1%	+$1.22K	0.14%	47
2025 Q2	$900K	Sell	11,227 -12	-0.1%	-$865	0.14%	46
2025 Q1	$807K	Sell	11,239 -11	-0.1%	-$826	0.13%	46
2024 Q4	$790K	Sell	11,250 -107	-0.9%	-$7.3K	0.13%	45
2024 Q3	$642K	Sell	11,357 -34	-0.3%	-$1.92K	0.11%	56
2024 Q2	$677K	Buy	11,391 +919	+9%	+$54.3K	0.12%	46
2024 Q1	$607K	Hold	10,472	–	–	0.11%	56
2023 Q4	$515K	Buy	10,472 +53	+0.5%	+$2.29K	0.1%	54
2023 Q3	$426K	Hold	10,419	–	–	0.09%	68
2023 Q2	$445K	Buy	10,419 +14	+0.1%	+$564	0.09%	67
2023 Q1	$389K	Buy	10,405 +1	+0%	+$44	0.08%	70
2022 Q4	$430K	Sell	10,404 -1	-0%	-$44	0.09%	60
2022 Q3	$408K	Hold	10,405	–	–	0.1%	57
2022 Q2	$408K	Sell	10,405 -116	-1%	-$5.09K	0.09%	70
2022 Q1	$510K	Sell	10,521 -5,369	-34%	-$287K	0.1%	47
2021 Q4	$762K	Sell	15,890 -920	-5%	-$45.3K	0.13%	50
2021 Q3	$780K	Buy	16,810 +87	+0.5%	+$4.03K	0.14%	51
2021 Q2	$757K	Buy	16,723 +1,269	+8%	+$56.7K	0.14%	58
2021 Q1	$604K	Buy	15,454 +40	+0.3%	+$1.42K	0.12%	57
2020 Q4	$465K	Sell	15,414 -642	-4%	-$16.6K	0.1%	70
2020 Q3	$377K	Buy	16,056 +48	+0.3%	+$1.18K	0.09%	80
2020 Q2	$410K	Sell	16,008 -2,810	-15%	-$76.9K	0.11%	71
2020 Q1	$540K	Buy	18,818 +572	+3%	+$24.3K	0.17%	46
2019 Q4	$982K	Buy	18,246 +4,959	+37%	+$260K	0.27%	29
2019 Q3	$670K	Sell	13,287 -28	-0.2%	-$1.32K	0.2%	32
2019 Q2	$630K	Buy	13,315 +19	+0.1%	+$889	0.2%	36
2019 Q1	$642K	Sell	13,296 -16	-0.1%	-$787	0.23%	35
2018 Q4	$613K	Sell	13,312 -109	-0.8%	-$5.58K	0.25%	33
2018 Q3	$705K	Hold	13,421	–	–	0.26%	30
2018 Q2	$744K	Buy	13,421 +55	+0.4%	+$2.95K	0.29%	25
2018 Q1	$701K	Sell	13,366 -62	-0.5%	-$3.68K	0.27%	28
2017 Q4	$815K	Buy	13,428 +2,503	+23%	+$141K	0.32%	25
2017 Q3	$603K	Buy	10,925 +149	+1%	+$7.92K	0.26%	31
2017 Q2	$597K	Hold	10,776	–	–	0.29%	26
2017 Q1	$600K	Sell	10,776 -208	-2%	-$11.8K	0.31%	27
2016 Q4	$605K	Sell	10,984 -7	-0.1%	-$352	0.35%	23
2016 Q3	$487K	Buy	10,991 +20	+0.2%	+$957	0.31%	27
2016 Q2	$519K	Sell	10,971 -13	-0.1%	-$634	0.37%	23
2016 Q1	$531K	Buy	10,984 +21	+0.2%	+$1.03K	0.4%	25
2015 Q4	$596K	Sell	10,963 -984	-8%	-$53.4K	0.48%	23
2015 Q3	$613K	Buy	11,947 +253	+2%	+$13.9K	0.56%	20
2015 Q2	$658K	Sell	11,694 -600	-5%	-$33.5K	0.57%	21
2015 Q1	$669K	Buy	12,294 +4	+0%	+$216	0.59%	22
2014 Q4	$674K	Sell	12,290 -438	-3%	-$23.2K	0.62%	20
2014 Q3	$660K	Sell	12,728 -878	-6%	-$45.2K	0.6%	22
2014 Q2	$714K	Buy	13,606 +259	+2%	+$13K	0.64%	21
2014 Q1	$664K	Sell	13,347 -800	-6%	-$37.3K	0.59%	21
2013 Q4	$640K	Buy	+14,147	New	+$611K	0.53%	23

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tarbox Family Office's WFC Position: Q1 2026 in Review

Tarbox Family Office reduced its Wells Fargo (WFC) stake by 12% in Q1 2026, selling an estimated $97.5K and leaving 8,371 shares worth $666K. The position accounts for 0.11% of the portfolio, ranked #54.

Tarbox Family Office first reported a position in WFC in Q4 2013 and has held it in 50 quarters since. The position peaked at $982K in Q4 2019. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Tarbox Family Office held 8,371 shares of Wells Fargo worth $666K as of Q1 2026.
Tarbox Family Office sold 1,135 Wells Fargo shares in Q1 2026, an estimated $97.5K.
Wells Fargo made up 0.11% of Tarbox Family Office's portfolio in Q1 2026, its #54 holding.
Tarbox Family Office first reported a position in Wells Fargo in Q4 2013 and has held it in 50 quarters since.
Tarbox Family Office's Wells Fargo position peaked at $982K in Q4 2019.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.