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Baron Wealth Management’s Wells Fargo WFC Stock Holding History

Baron Wealth Management’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 		$664K Sell
8,040
-794
-9% -$63.8K 0.17% 84
2026
Q1 		$703K Sell
8,834
-1,132
-11% -$97.2K 0.21% 66
2025
Q4 		$929K Buy
9,966
+817
+9% +$70.9K 0.29% 47
2025
Q3 		$767K Buy
9,149
+760
+9% +$61.6K 0.25% 51
2025
Q2 		$672K Buy
8,389
+1,408
+20% +$102K 0.24% 60
2025
Q1 		$501K Buy
6,981
+2,145
+44% +$161K 0.22% 76
2024
Q4 		$340K Buy
4,836
+547
+13% +$37.3K 0.16% 107
2024
Q3 		$242K Sell
4,289
-651
-13% -$36.8K 0.12% 158
2024
Q2 		$293K Sell
4,940
-567
-10% -$33.5K 0.15% 114
2024
Q1 		$319K Sell
5,507
-1,091
-17% -$57.1K 0.17% 110
2023
Q4 		$325K Buy
6,598
+511
+8% +$22.1K 0.18% 94
2023
Q3 		$249K Sell
6,087
-31
-0.5% -$1.34K 0.16% 112
2023
Q2 		$261K Buy
6,118
+571
+10% +$23K 0.17% 106
2023
Q1 		$207K Sell
5,547
-228
-4% -$9.94K 0.15% 123
2022
Q4 		$238K Buy
+5,775
New +$256K 0.18% 105

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Baron Wealth Management's WFC Position: Q2 2026 in Review

Baron Wealth Management reduced its Wells Fargo (WFC) stake by 9% in Q2 2026, selling an estimated $63.8K and leaving 8,040 shares worth $664K. The position accounts for 0.17% of the portfolio, ranked #84.

Baron Wealth Management first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $929K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Baron Wealth Management held 8,040 shares of Wells Fargo worth $664K as of Q2 2026.
  • Baron Wealth Management sold 794 Wells Fargo shares in Q2 2026, an estimated $63.8K.
  • Wells Fargo made up 0.17% of Baron Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Baron Wealth Management first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's Wells Fargo position peaked at $929K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.