Baker Tilly Wealth Management
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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
Q3 		$736K Sell
9,196
-911
-9% -$78.8K 0.14% 124
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% +$7.18K 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Baker Tilly Wealth Management's WFC Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Wells Fargo (WFC) stake by 9% in Q3 2026, selling an estimated $78.8K and leaving 9,196 shares worth $736K. The position accounts for 0.14% of the portfolio, ranked #124.

Baker Tilly Wealth Management first reported a position in WFC in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.94M in Q3 2021. 1,595 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Baker Tilly Wealth Management held 9,196 shares of Wells Fargo worth $736K as of Q3 2026.
  • Baker Tilly Wealth Management sold 911 Wells Fargo shares in Q3 2026, an estimated $78.8K.
  • Wells Fargo made up 0.14% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #124 holding.
  • Baker Tilly Wealth Management first reported a position in Wells Fargo in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Wells Fargo position peaked at $6.94M in Q3 2021.
  • 1,595 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.