Burnham & Co LLC’s Wells Fargo WFC Stock Holding History

Burnham & Co LLC’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	$882K	Buy	+10,675	New	+$858K	0.71%	36

Other funds holding WFC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

VPM

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Burnham & Co LLC's WFC Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in Wells Fargo (WFC) in Q2 2026: 10,675 shares worth $882K. The stake represents 0.71% of the portfolio and ranks #36 among its holdings.

2,494 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Burnham & Co LLC held 10,675 shares of Wells Fargo worth $882K as of Q2 2026.
Wells Fargo was a new Burnham & Co LLC position in Q2 2026.
Wells Fargo made up 0.71% of Burnham & Co LLC's portfolio in Q2 2026, its #36 holding.
2,494 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.