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Washington Trust Advisors’s Wells Fargo WFC Stock Holding History

Washington Trust 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 		$492K Sell
5,959
-694
-10% -$55.8K 0.04% 158
2026
Q1 		$530K Sell
6,653
-70
-1% -$6.01K 0.04% 148
2025
Q4 		$627K Buy
6,723
+1,636
+32% +$142K 0.05% 137
2025
Q3 		$426K Sell
5,087
-147
-3% -$11.9K 0.03% 159
2025
Q2 		$419K Buy
5,234
+22
+0.4% +$1.59K 0.03% 144
2025
Q1 		$374K Sell
5,212
-1,775
-25% -$133K 0.03% 147
2024
Q4 		$491K Buy
6,987
+169
+2% +$11.5K 0.04% 130
2024
Q3 		$385K Sell
6,818
-166
-2% -$9.39K 0.03% 144
2024
Q2 		$415K Sell
6,984
-250
-3% -$14.8K 0.04% 134
2024
Q1 		$419K Buy
7,234
+84
+1% +$4.39K 0.04% 133
2023
Q4 		$352K Buy
7,150
+100
+1% +$4.32K 0.03% 142
2023
Q3 		$288K Buy
7,050
+2,300
+48% +$99.3K 0.03% 151
2023
Q2 		$203K Sell
4,750
-523
-10% -$21.1K 0.02% 180
2023
Q1 		$197K Sell
5,273
-383
-7% -$16.7K 0.02% 184
2022
Q4 		$234K Sell
5,656
-4,829
-46% -$214K 0.03% 170
2022
Q3 		$422K Buy
10,485
+290
+3% +$12.5K 0.04% 141
2022
Q2 		$400K Buy
10,195
+2,374
+30% +$104K 0.04% 145
2022
Q1 		$379K Sell
7,821
-1,696
-18% -$90.8K 0.03% 175
2021
Q4 		$457K Buy
+9,517
New +$469K 0.03% 167

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Washington Trust Advisors's WFC Position: Q2 2026 in Review

Washington Trust Advisors reduced its Wells Fargo (WFC) stake by 10% in Q2 2026, selling an estimated $55.8K and leaving 5,959 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #158.

Washington Trust Advisors first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $627K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Washington Trust Advisors held 5,959 shares of Wells Fargo worth $492K as of Q2 2026.
  • Washington Trust Advisors sold 694 Wells Fargo shares in Q2 2026, an estimated $55.8K.
  • Wells Fargo made up 0.04% of Washington Trust Advisors's portfolio in Q2 2026, its #158 holding.
  • Washington Trust Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's Wells Fargo position peaked at $627K in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.