Barnes Wealth Management Group
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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
Q3 		$1.33M Sell
16,590
-34
-0.2% -$2.94K 0.59% 46
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Barnes Wealth Management Group's WFC Position: Q3 2026 in Review

Barnes Wealth Management Group reduced its Wells Fargo (WFC) stake by 0.2% in Q3 2026, selling an estimated $2.94K and leaving 16,590 shares worth $1.33M. The position accounts for 0.59% of the portfolio, ranked #46.

Barnes Wealth Management Group first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.37M in Q2 2026. 1,814 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Barnes Wealth Management Group held 16,590 shares of Wells Fargo worth $1.33M as of Q3 2026.
  • Barnes Wealth Management Group sold 34 Wells Fargo shares in Q3 2026, an estimated $2.94K.
  • Wells Fargo made up 0.59% of Barnes Wealth Management Group's portfolio in Q3 2026, its #46 holding.
  • Barnes Wealth Management Group first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Barnes Wealth Management Group's Wells Fargo position peaked at $1.37M in Q2 2026.
  • 1,814 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.