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Barnes Wealth Management Group’s Wells Fargo WFC Stock Holding History

Barnes Wealth Management Group’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 		$1.37M Sell
16,624
-12
-0.1% -$964 0.64% 44
2026
Q1 		$1.32M Buy
16,636
+14,266
+602% +$1.23M 0.67% 39
2025
Q4 		$221K Sell
2,370
-20
-0.8% -$1.74K 0.12% 166
2025
Q3 		$200K Buy
+2,390
New +$194K 0.11% 170
2025
Q2 		– Sell
-3,944
Closed -$283K – 176
2025
Q1 		$283K Buy
+3,944
New +$296K 0.18% 112

Other funds holding WFC

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Barnes Wealth Management Group's WFC Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Wells Fargo (WFC) stake by 0.07% in Q2 2026, selling an estimated $964 and leaving 16,624 shares worth $1.37M. The position accounts for 0.64% of the portfolio, ranked #44.

Barnes Wealth Management Group first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Barnes Wealth Management Group held 16,624 shares of Wells Fargo worth $1.37M as of Q2 2026.
  • Barnes Wealth Management Group sold 12 Wells Fargo shares in Q2 2026, an estimated $964.
  • Wells Fargo made up 0.64% of Barnes Wealth Management Group's portfolio in Q2 2026, its #44 holding.
  • Barnes Wealth Management Group first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.