Welch & Forbes’s Wells Fargo WFC Stock Holding History

Welch & Forbes’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	$3.49M	Sell	43,897 -821	-2%	-$70.5K	0.05%	148
2025 Q4	$4.17M	Buy	44,718 +320	+0.7%	+$27.8K	0.05%	134
2025 Q3	$3.72M	Sell	44,398 -1,108	-2%	-$89.8K	0.04%	143
2025 Q2	$3.65M	Sell	45,506 -688	-1%	-$49.6K	0.05%	144
2025 Q1	$3.32M	Sell	46,194 -169	-0.4%	-$12.7K	0.04%	148
2024 Q4	$3.26M	Buy	46,363 +199	+0.4%	+$13.6K	0.04%	149
2024 Q3	$2.61M	Sell	46,164 -1,762	-4%	-$99.7K	0.03%	167
2024 Q2	$2.87M	Sell	47,926 -20,612	-30%	-$1.22M	0.04%	159
2024 Q1	$3.97M	Buy	68,538 +506	+0.7%	+$26.5K	0.05%	140
2023 Q4	$3.35M	Sell	68,032 -3,446	-5%	-$149K	0.05%	145
2023 Q3	$2.92M	Sell	71,478 -1,998	-3%	-$86.3K	0.05%	148
2023 Q2	$3.14M	Buy	73,476 +176	+0.2%	+$7.08K	0.05%	147
2023 Q1	$2.74M	Sell	73,300 -814	-1%	-$35.5K	0.05%	154
2022 Q4	$3.06M	Sell	74,114 -730	-1%	-$32.3K	0.05%	148
2022 Q3	$3.01M	Sell	74,844 -1,666	-2%	-$71.6K	0.06%	146
2022 Q2	$3M	Sell	76,510 -1,625	-2%	-$71.3K	0.05%	152
2022 Q1	$3.79M	Buy	78,135 +2,251	+3%	+$120K	0.06%	146
2021 Q4	$3.64M	Sell	75,884 -4,407	-5%	-$217K	0.05%	152
2021 Q3	$3.73M	Sell	80,291 -6,950	-8%	-$322K	0.06%	147
2021 Q2	$3.95M	Sell	87,241 -12,687	-13%	-$567K	0.07%	142
2021 Q1	$3.9M	Sell	99,928 -4,609	-4%	-$163K	0.07%	141
2020 Q4	$3.15M	Sell	104,537 -19,636	-16%	-$508K	0.06%	144
2020 Q3	$2.92M	Sell	124,173 -193,900	-61%	-$4.78M	0.06%	141
2020 Q2	$8.14M	Sell	318,073 -57,319	-15%	-$1.57M	0.19%	100
2020 Q1	$10.8M	Sell	375,392 -239,723	-39%	-$10.2M	0.3%	82
2019 Q4	$33.1M	Sell	615,115 -43,309	-7%	-$2.27M	0.74%	44
2019 Q3	$33.2M	Sell	658,424 -50,607	-7%	-$2.38M	0.79%	39
2019 Q2	$33.5M	Sell	709,031 -36,200	-5%	-$1.69M	0.82%	39
2019 Q1	$36M	Sell	745,231 -69,487	-9%	-$3.42M	0.9%	37
2018 Q4	$37.5M	Sell	814,718 -30,665	-4%	-$1.57M	1.06%	30
2018 Q3	$44.4M	Sell	845,383 -54,371	-6%	-$3.1M	1.06%	28
2018 Q2	$49.9M	Sell	899,754 -20,532	-2%	-$1.1M	1.29%	21
2018 Q1	$48.2M	Sell	920,286 -9,911	-1%	-$589K	1.24%	22
2017 Q4	$56.4M	Buy	930,197 +2,285	+0.2%	+$129K	1.51%	18
2017 Q3	$51.2M	Sell	927,912 -26,113	-3%	-$1.39M	1.35%	19
2017 Q2	$52.9M	Buy	954,025 +19,565	+2%	+$1.05M	1.48%	16
2017 Q1	$52M	Sell	934,460 -9,893	-1%	-$561K	1.49%	16
2016 Q4	$52M	Sell	944,353 -9,869	-1%	-$496K	1.56%	15
2016 Q3	$42.3M	Buy	954,222 +7,018	+0.7%	+$336K	1.46%	21
2016 Q2	$44.8M	Buy	947,204 +14,375	+2%	+$701K	1.37%	24
2016 Q1	$45.1M	Buy	932,829 +1,332	+0.1%	+$65.2K	1.4%	18
2015 Q4	$50.6M	Buy	931,497 +18,785	+2%	+$1.02M	1.62%	18
2015 Q3	$46.9M	Buy	912,712 +12,112	+1%	+$666K	1.56%	16
2015 Q2	$50.6M	Sell	900,600 -7,988	-0.9%	-$445K	1.58%	14
2015 Q1	$49.4M	Buy	908,588 +15,502	+2%	+$838K	1.49%	15
2014 Q4	$49M	Buy	893,086 +6,553	+0.7%	+$347K	1.44%	17
2014 Q3	$46M	Buy	886,533 +15,563	+2%	+$801K	1.4%	17
2014 Q2	$45.8M	Buy	870,970 +16,539	+2%	+$831K	1.44%	16
2014 Q1	$42.5M	Buy	854,431 +5,975	+0.7%	+$278K	1.35%	18
2013 Q4	$38.5M	Buy	848,456 +18,720	+2%	+$808K	1.22%	25
2013 Q3	$34.3M	Buy	829,736 +13,905	+2%	+$594K	1.15%	29
2013 Q2	$33.7M	Buy	+815,831	New	+$31.8M	1.2%	27

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

Welch & Forbes's WFC Position: Q1 2026 in Review

Welch & Forbes reduced its Wells Fargo (WFC) stake by 1.8% in Q1 2026, selling an estimated $70.5K and leaving 43,897 shares worth $3.49M. The position accounts for 0.05% of the portfolio, ranked #148.

Welch & Forbes first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $56.4M in Q4 2017. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Welch & Forbes held 43,897 shares of Wells Fargo worth $3.49M as of Q1 2026.
Welch & Forbes sold 821 Wells Fargo shares in Q1 2026, an estimated $70.5K.
Wells Fargo made up 0.05% of Welch & Forbes's portfolio in Q1 2026, its #148 holding.
Welch & Forbes first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
Welch & Forbes's Wells Fargo position peaked at $56.4M in Q4 2017.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.