Winthrop Capital Management’s Wells Fargo WFC Stock Holding History

Winthrop 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	$623K	Hold	7,540	–	–	0.15%	88
2026 Q1	$600K	Sell	7,540 -20	-0.3%	-$1.72K	0.15%	91
2025 Q4	$705K	Sell	7,560 -24	-0.3%	-$2.08K	0.16%	86
2025 Q3	$636K	Sell	7,584 -1,251	-14%	-$101K	0.15%	85
2025 Q2	$708K	Buy	8,835 +116	+1%	+$8.36K	0.18%	81
2025 Q1	$626K	Sell	8,719 -2,700	-24%	-$203K	0.17%	86
2024 Q4	$804K	Buy	+11,419	New	+$780K	0.21%	80
2024 Q3	–	Sell	-17,496	Closed	-$1.04M	–	183
2024 Q2	$1.04M	Buy	+17,496	New	+$1.03M	0.52%	34
2024 Q1	–	Sell	-20,742	Closed	-$1.02M	–	300
2023 Q4	$1.02M	Buy	+20,742	New	+$895K	0.33%	65

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Winthrop Capital Management held its Wells Fargo (WFC) position steady in Q2 2026 at 7,540 shares worth $623K. The position accounts for 0.15% of the portfolio, ranked #88.

Winthrop Capital Management first reported a position in WFC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.04M in Q2 2024. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Winthrop Capital Management held 7,540 shares of Wells Fargo worth $623K as of Q2 2026.
Winthrop Capital Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.15% of Winthrop Capital Management's portfolio in Q2 2026, its #88 holding.
Winthrop Capital Management first reported a position in Wells Fargo in Q4 2023 and has held it in 9 quarters since.
Winthrop Capital Management's Wells Fargo position peaked at $1.04M in Q2 2024.
2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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