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Basepoint Wealth’s Wells Fargo WFC Stock Holding History

Basepoint Wealth’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 		$324K Sell
3,917
-2,261
-37% -$182K 0.19% 78
2026
Q1 		$492K Sell
6,178
-923
-13% -$79.3K 0.28% 57
2025
Q4 		$662K Sell
7,101
-473
-6% -$41.1K 0.4% 40
2025
Q3 		$635K Sell
7,574
-542
-7% -$44K 0.45% 46
2025
Q2 		$650K Sell
8,116
-845
-9% -$60.9K 0.5% 40
2025
Q1 		$643K Sell
8,961
-439
-5% -$33K 0.5% 45
2024
Q4 		$660K Sell
9,400
-714
-7% -$48.7K 0.53% 46
2024
Q3 		$571K Sell
10,114
-127
-1% -$7.18K 0.42% 58
2024
Q2 		$608K Sell
10,241
-233
-2% -$13.8K 0.48% 52
2024
Q1 		$607K Sell
10,474
-1,476
-12% -$77.2K 0.46% 54
2023
Q4 		$588K Sell
11,950
-1,034
-8% -$44.6K 0.47% 51
2023
Q3 		$531K Buy
12,984
+138
+1% +$5.96K 0.43% 57
2023
Q2 		$548K Sell
12,846
-1,201
-9% -$48.3K 0.45% 55
2023
Q1 		$525K Buy
14,047
+2,706
+24% +$118K 0.44% 54
2022
Q4 		$468K Buy
11,341
+7
+0.1% +$310 0.41% 55
2022
Q3 		$456K Sell
11,334
-335
-3% -$14.4K 0.49% 49
2022
Q2 		$457K Buy
11,669
+248
+2% +$10.9K 0.48% 51
2022
Q1 		$553K Buy
11,421
+1,009
+10% +$54K 0.51% 33
2021
Q4 		$500K Buy
+10,412
New +$513K 0.49% 37

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

Basepoint Wealth's WFC Position: Q2 2026 in Review

Basepoint Wealth reduced its Wells Fargo (WFC) stake by 37% in Q2 2026, selling an estimated $182K and leaving 3,917 shares worth $324K. The position accounts for 0.19% of the portfolio, ranked #78.

Basepoint Wealth first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $662K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Basepoint Wealth held 3,917 shares of Wells Fargo worth $324K as of Q2 2026.
  • Basepoint Wealth sold 2,261 Wells Fargo shares in Q2 2026, an estimated $182K.
  • Wells Fargo made up 0.19% of Basepoint Wealth's portfolio in Q2 2026, its #78 holding.
  • Basepoint Wealth first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Basepoint Wealth's Wells Fargo position peaked at $662K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.