Bard Associates’s Wells Fargo WFC Stock Holding History

Bard Associates’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	$8.76K	Hold	106	–	–	﹤0.01%	234
2026 Q1	$8.44K	Buy	106 +91	+607%	+$7.82K	﹤0.01%	217
2025 Q4	$1.4K	Buy	+15	New	+$1.3K	﹤0.01%	230

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

Bard Associates's WFC Position: Q2 2026 in Review

Bard Associates held its Wells Fargo (WFC) position steady in Q2 2026 at 106 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Bard Associates first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Bard Associates held 106 shares of Wells Fargo worth $8.76K as of Q2 2026.
Bard Associates left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up ﹤0.01% of Bard Associates's portfolio in Q2 2026, its #234 holding.
Bard Associates first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.