Baron Wealth Management
WFC icon

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
Q3 		$662K Buy
8,272
+232
+3% +$20.1K 0.17% 84
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% -$9.9K 0.15% 123
2022
Q4 		$238K Buy
+5,775
New +$256K 0.18% 105

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

Baron Wealth Management's WFC Position: Q3 2026 in Review

Baron Wealth Management increased its Wells Fargo (WFC) stake by 2.9% in Q3 2026, buying an estimated $20.1K and bringing the position to 8,272 shares worth $662K. 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 16 quarters since. The position peaked at $929K in Q4 2025. 1,770 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Baron Wealth Management held 8,272 shares of Wells Fargo worth $662K as of Q3 2026.
  • Baron Wealth Management bought 232 Wells Fargo shares in Q3 2026, an estimated $20.1K.
  • Wells Fargo made up 0.17% of Baron Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Baron Wealth Management first reported a position in Wells Fargo in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's Wells Fargo position peaked at $929K in Q4 2025.
  • 1,770 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.