BFS
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Bare Financial Services’s Wells Fargo WFC Stock Holding History

Bare Financial Services’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
Q1 		$13.5K Buy
170
+102
+150% +$8.76K ﹤0.01% 209
2025
Q4 		$6.34K Buy
68
+13
+24% +$1.13K ﹤0.01% 437
2025
Q3 		$4.61K Buy
55
+28
+104% +$2.27K ﹤0.01% 579
2025
Q2 		$2.16K Sell
27
-13
-33% -$937 ﹤0.01% 740
2025
Q1 		$2.87K Buy
+40
New +$3K ﹤0.01% 178
2024
Q4 		– Sell
-3
Closed -$169 – 157
2024
Q3 		$169 Hold
3
– – ﹤0.01% 142
2024
Q2 		$178 Buy
+3
New +$177 ﹤0.01% 138

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bare Financial Services's WFC Position: Q1 2026 in Review

Bare Financial Services increased its Wells Fargo (WFC) stake by 150% in Q1 2026, buying an estimated $8.76K and bringing the position to 170 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Bare Financial Services first reported a position in WFC in Q2 2024 and has held it in 7 quarters since. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Bare Financial Services held 170 shares of Wells Fargo worth $13.5K as of Q1 2026.
  • Bare Financial Services bought 102 Wells Fargo shares in Q1 2026, an estimated $8.76K.
  • Wells Fargo made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #209 holding.
  • Bare Financial Services first reported a position in Wells Fargo in Q2 2024 and has held it in 7 quarters since.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.