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BCS Wealth Management’s Wells Fargo WFC Stock Holding History

BCS Wealth Management’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 		$231K Buy
2,792
+221
+9% +$17.8K 0.04% 256
2026
Q1 		$205K Sell
2,571
-3,309
-56% -$284K 0.04% 246
2025
Q4 		$548K Buy
5,880
+3,333
+131% +$289K 0.06% 215
2025
Q3 		$214K Sell
2,547
-873
-26% -$70.8K 0.05% 231
2025
Q2 		$274K Buy
+3,420
New +$247K 0.06% 208

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCS Wealth Management's WFC Position: Q2 2026 in Review

BCS Wealth Management increased its Wells Fargo (WFC) stake by 8.6% in Q2 2026, buying an estimated $17.8K and bringing the position to 2,792 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #256.

BCS Wealth Management first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $548K in Q4 2025. 1,008 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • BCS Wealth Management held 2,792 shares of Wells Fargo worth $231K as of Q2 2026.
  • BCS Wealth Management bought 221 Wells Fargo shares in Q2 2026, an estimated $17.8K.
  • Wells Fargo made up 0.04% of BCS Wealth Management's portfolio in Q2 2026, its #256 holding.
  • BCS Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • BCS Wealth Management's Wells Fargo position peaked at $548K in Q4 2025.
  • 1,008 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.