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 Q2	$281K	Hold	3,401	–	–	0.08%	29
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCR Wealth Strategies's WFC Position: Q2 2026 in Review

BCR Wealth Strategies held its Wells Fargo (WFC) position steady in Q2 2026 at 3,401 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #29.

BCR Wealth Strategies first reported a position in WFC in Q4 2021 and has held it in 7 quarters since. The position peaked at $352K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

BCR Wealth Strategies held 3,401 shares of Wells Fargo worth $281K as of Q2 2026.
BCR Wealth Strategies left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.08% of BCR Wealth Strategies's portfolio in Q2 2026, its #29 holding.
BCR Wealth Strategies first reported a position in Wells Fargo in Q4 2021 and has held it in 7 quarters since.
BCR Wealth Strategies's Wells Fargo position peaked at $352K in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.