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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Basepoint Wealth's WFC Position: Q1 2026 in Review

Basepoint Wealth reduced its Wells Fargo (WFC) stake by 13% in Q1 2026, selling an estimated $79.3K and leaving 6,178 shares worth $492K. The position accounts for 0.28% of the portfolio, ranked #57.

Basepoint Wealth first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $662K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Basepoint Wealth held 6,178 shares of Wells Fargo worth $492K as of Q1 2026.
  • Basepoint Wealth sold 923 Wells Fargo shares in Q1 2026, an estimated $79.3K.
  • Wells Fargo made up 0.28% of Basepoint Wealth's portfolio in Q1 2026, its #57 holding.
  • Basepoint Wealth first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • Basepoint Wealth's Wells Fargo position peaked at $662K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.