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
Q2 		$27.4K Buy
331
+161
+95% +$12.9K 0.01% 167
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bare Financial Services's WFC Position: Q2 2026 in Review

Bare Financial Services increased its Wells Fargo (WFC) stake by 95% in Q2 2026, buying an estimated $12.9K and bringing the position to 331 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #167.

Bare Financial Services first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Bare Financial Services held 331 shares of Wells Fargo worth $27.4K as of Q2 2026.
  • Bare Financial Services bought 161 Wells Fargo shares in Q2 2026, an estimated $12.9K.
  • Wells Fargo made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #167 holding.
  • Bare Financial Services first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.