BBR Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $947K | Sell |
11,899
-5,512
| -32% | -$473K | 0.05% | 110 |
|
|
2025
Q4 | $1.62M | Sell |
17,411
-222
| -1% | -$19.3K | 0.09% | 88 |
|
|
2025
Q3 | $1.48M | Buy |
17,633
+224
| +1% | +$18.2K | 0.09% | 86 |
|
|
2025
Q2 | $1.39M | Sell |
17,409
-30
| -0.2% | -$2.16K | 0.09% | 88 |
|
|
2025
Q1 | $1.25M | Sell |
17,439
-129
| -0.7% | -$9.69K | 0.09% | 86 |
|
|
2024
Q4 | $1.23M | Buy |
17,568
+163
| +0.9% | +$11.1K | 0.09% | 83 |
|
|
2024
Q3 | $983K | Sell |
17,405
-381
| -2% | -$21.5K | 0.07% | 86 |
|
|
2024
Q2 | $1.06M | Sell |
17,786
-3,189
| -15% | -$188K | 0.09% | 78 |
|
|
2024
Q1 | $1.22M | Buy |
20,975
+9,310
| +80% | +$487K | 0.1% | 79 |
|
|
2023
Q4 | $574K | Sell |
11,665
-6,429
| -36% | -$277K | 0.06% | 95 |
|
|
2023
Q3 | $739K | Buy |
18,094
+7,951
| +78% | +$343K | 0.08% | 76 |
|
|
2023
Q2 | $433K | Sell |
10,143
-924
| -8% | -$37.2K | 0.05% | 105 |
|
|
2023
Q1 | $414K | Sell |
11,067
-2,034
| -16% | -$88.7K | 0.05% | 104 |
|
|
2022
Q4 | $541K | Sell |
13,101
-575
| -4% | -$25.5K | 0.06% | 101 |
|
|
2022
Q3 | $550K | Sell |
13,676
-7,817
| -36% | -$336K | 0.07% | 100 |
|
|
2022
Q2 | $842K | Hold |
21,493
| – | – | 0.1% | 96 |
|
|
2022
Q1 | $1.04M | Buy |
21,493
+9,883
| +85% | +$529K | 0.1% | 88 |
|
|
2021
Q4 | $557K | Sell |
11,610
-3,036
| -21% | -$149K | 0.07% | 112 |
|
|
2021
Q3 | $680K | Buy |
14,646
+2,672
| +22% | +$124K | 0.06% | 109 |
|
|
2021
Q2 | $542K | Sell |
11,974
-1,241
| -9% | -$55.4K | 0.04% | 110 |
|
|
2021
Q1 | $516K | Buy |
13,215
+1,406
| +12% | +$49.8K | 0.04% | 124 |
|
|
2020
Q4 | $356K | Buy |
11,809
+199
| +2% | +$5.15K | 0.03% | 132 |
|
|
2020
Q3 | $273K | Buy |
11,610
+1,835
| +19% | +$45.2K | 0.02% | 147 |
|
|
2020
Q2 | $250K | Sell |
9,775
-2,968
| -23% | -$81.2K | 0.03% | 139 |
|
|
2020
Q1 | $366K | Sell |
12,743
-5,175
| -29% | -$220K | 0.05% | 105 |
|
|
2019
Q4 | $964K | Buy |
17,918
+12,399
| +225% | +$649K | 0.11% | 84 |
|
|
2019
Q3 | $278K | Buy |
5,519
+86
| +2% | +$4.05K | 0.04% | 106 |
|
|
2019
Q2 | $257K | Sell |
5,433
-1,591
| -23% | -$74.4K | 0.04% | 104 |
|
|
2019
Q1 | $339K | Sell |
7,024
-1,706
| -20% | -$83.9K | 0.04% | 107 |
|
|
2018
Q4 | $402K | Buy |
8,730
+3,336
| +62% | +$171K | 0.05% | 101 |
|
|
2018
Q3 | $284K | Buy |
+5,394
| New | +$308K | 0.04% | 92 |
|
|
2016
Q4 | – | Sell |
-8,695
| Closed | -$385K | – | 88 |
|
|
2016
Q3 | $385K | Buy |
+8,695
| New | +$416K | 0.06% | 54 |
|
|
2013
Q4 | – | Sell |
-10,991
| Closed | -$454K | – | 54 |
|
|
2013
Q3 | $454K | Buy |
10,991
+365
| +3% | +$15.6K | 0.09% | 33 |
|
|
2013
Q2 | $439K | Buy |
+10,626
| New | +$414K | 0.09% | 30 |
|
Other funds holding WFC
VCM
VPM
BBR Partners's WFC Position: Q1 2026 in Review
BBR Partners reduced its Wells Fargo (WFC) stake by 32% in Q1 2026, selling an estimated $473K and leaving 11,899 shares worth $947K. The position accounts for 0.05% of the portfolio, ranked #110.
BBR Partners first reported a position in WFC in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.62M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- BBR Partners held 11,899 shares of Wells Fargo worth $947K as of Q1 2026.
- BBR Partners sold 5,512 Wells Fargo shares in Q1 2026, an estimated $473K.
- Wells Fargo made up 0.05% of BBR Partners's portfolio in Q1 2026, its #110 holding.
- BBR Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 34 quarters since.
- BBR Partners's Wells Fargo position peaked at $1.62M in Q4 2025.
- 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.