BCR Wealth Strategies’s Wells Fargo WFC Stock Holding History

BCR Wealth Strategies’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	$270K	Sell	3,401 -382	-10%	-$32.8K	0.08%	34
2025 Q4	$352K	Buy	+3,783	New	+$328K	0.12%	30
2022 Q4	–	Sell	-1,483	Closed	-$60K	–	102
2022 Q3	$60K	Hold	1,483	–	–	0.06%	33
2022 Q2	$58K	Hold	1,483	–	–	0.06%	33
2022 Q1	$72K	Hold	1,483	–	–	0.07%	29
2021 Q4	$71K	Buy	+1,483	New	+$73K	0.07%	29

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCR Wealth Strategies's WFC Position: Q1 2026 in Review

BCR Wealth Strategies reduced its Wells Fargo (WFC) stake by 10% in Q1 2026, selling an estimated $32.8K and leaving 3,401 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #34.

BCR Wealth Strategies first reported a position in WFC in Q4 2021 and has held it in 6 quarters since. The position peaked at $352K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

BCR Wealth Strategies held 3,401 shares of Wells Fargo worth $270K as of Q1 2026.
BCR Wealth Strategies sold 382 Wells Fargo shares in Q1 2026, an estimated $32.8K.
Wells Fargo made up 0.08% of BCR Wealth Strategies's portfolio in Q1 2026, its #34 holding.
BCR Wealth Strategies first reported a position in Wells Fargo in Q4 2021 and has held it in 6 quarters since.
BCR Wealth Strategies's Wells Fargo position peaked at $352K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on BCR Wealth Strategies's 13F filing for Q1 2026, filed 1 May 2026.