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Basecamp Wealth Advisors’s Wells Fargo WFC Stock Holding History

Basecamp Wealth Advisors’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 		$531K Buy
6,422
+288
+5% +$23.1K 0.1% 117
2026
Q1 		$488K Sell
6,134
-42
-0.7% -$3.61K 0.1% 121
2025
Q4 		$576K Buy
+6,176
New +$536K 0.12% 100

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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's WFC Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Wells Fargo (WFC) stake by 4.7% in Q2 2026, buying an estimated $23.1K and bringing the position to 6,422 shares worth $531K. The position accounts for 0.1% of the portfolio, ranked #117.

Basecamp Wealth Advisors first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $576K in Q4 2025. 2,847 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Basecamp Wealth Advisors held 6,422 shares of Wells Fargo worth $531K as of Q2 2026.
  • Basecamp Wealth Advisors bought 288 Wells Fargo shares in Q2 2026, an estimated $23.1K.
  • Wells Fargo made up 0.1% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • Basecamp Wealth Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Wells Fargo position peaked at $576K in Q4 2025.
  • 2,847 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.