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Baker Tilly Wealth Management’s Wells Fargo WFC Stock Holding History

Baker Tilly Wealth 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 		$835K Sell
10,107
-333
-3% -$26.8K 0.18% 108
2026
Q1 		$831K Buy
10,440
+265
+3% +$22.8K 0.2% 107
2025
Q4 		$948K Buy
10,175
+204
+2% +$17.7K 0.23% 85
2025
Q3 		$836K Buy
9,971
+1,792
+22% +$145K 0.19% 101
2025
Q2 		$655K Buy
8,179
+1,188
+17% +$85.7K 0.23% 102
2025
Q1 		$502K Sell
6,991
-295
-4% -$22.1K 0.2% 115
2024
Q4 		$512K Sell
7,286
-1,362
-16% -$93K 0.2% 116
2024
Q3 		$489K Sell
8,648
-6,620
-43% -$374K 0.22% 119
2024
Q2 		$907K Sell
15,268
-32,230
-68% -$1.9M 0.37% 60
2024
Q1 		$2.75M Sell
47,498
-8,944
-16% -$468K 0.5% 44
2023
Q4 		$2.78M Sell
56,442
-5,425
-9% -$234K 0.46% 42
2023
Q3 		$2.53M Sell
61,867
-92,001
-60% -$3.97M 0.42% 49
2023
Q2 		$6.57M Buy
153,868
+902
+0.6% +$36.3K 0.69% 26
2023
Q1 		$5.72M Buy
152,966
+12,624
+9% +$550K 0.64% 32
2022
Q4 		$5.79M Buy
140,342
+280
+0.2% +$12.4K 0.71% 25
2022
Q3 		$5.63M Buy
140,062
+167
+0.1% +$7.17K 0.77% 21
2022
Q2 		$5.48M Buy
139,895
+1,277
+0.9% +$56K 0.72% 27
2022
Q1 		$6.72M Buy
138,618
+142
+0.1% +$7.6K 0.74% 20
2021
Q4 		$6.64M Sell
138,476
-10,976
-7% -$540K 0.71% 20
2021
Q3 		$6.94M Buy
149,452
+2,267
+2% +$105K 0.92% 15
2021
Q2 		$6.67M Buy
147,185
+63,473
+76% +$2.83M 1.08% 12
2021
Q1 		$3.27M Buy
83,712
+66,826
+396% +$2.37M 0.67% 28
2020
Q4 		$510K Buy
+16,886
New +$437K 0.16% 146

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Baker Tilly Wealth Management's WFC Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Wells Fargo (WFC) stake by 3.2% in Q2 2026, selling an estimated $26.8K and leaving 10,107 shares worth $835K. The position accounts for 0.18% of the portfolio, ranked #108.

Baker Tilly Wealth Management first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.94M in Q3 2021. 1,053 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Baker Tilly Wealth Management held 10,107 shares of Wells Fargo worth $835K as of Q2 2026.
  • Baker Tilly Wealth Management sold 333 Wells Fargo shares in Q2 2026, an estimated $26.8K.
  • Wells Fargo made up 0.18% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Baker Tilly Wealth Management first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Wells Fargo position peaked at $6.94M in Q3 2021.
  • 1,053 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.