Westfield Capital Management
WFC icon

Westfield Capital Management’s Wells Fargo WFC Stock Holding History

Westfield Capital Management’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 		– Sell
-87,713
Closed -$6.98M – 315
2026
Q1 		$6.98M Buy
87,713
+771
+0.9% +$66.2K 0.03% 191
2025
Q4 		$8.1M Sell
86,942
-1,234
-1% -$107K 0.03% 186
2025
Q3 		$7.39M Buy
88,176
+36,694
+71% +$2.98M 0.03% 191
2025
Q2 		$4.12M Buy
+51,482
New +$3.71M 0.02% 211
2018
Q4 		– Sell
-1,878,284
Closed -$98.7M – 274
2018
Q3 		$98.7M Buy
+1,878,284
New +$107M 0.69% 47

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 $3.37T AUM 44.26% 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

Westfield Capital Management's WFC Position: Q2 2026 in Review

Westfield Capital Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 87,713 shares — an estimated $6.98M sold.

Westfield Capital Management first reported a position in WFC in Q3 2018 and held it in 5 quarters. The position peaked at $98.7M in Q3 2018. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Westfield Capital Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Westfield Capital Management sold 87,713 Wells Fargo shares in Q2 2026, an estimated $6.98M.
  • Westfield Capital Management first reported a position in Wells Fargo in Q3 2018 and held it in 5 quarters.
  • Westfield Capital Management's Wells Fargo position peaked at $98.7M in Q3 2018.
  • 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.