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Beacon Capital Management LLC (Tennessee)’s Wells Fargo WFC Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$331K Buy
+3,999
New +$321K 0.05% 128
2025
Q3 		– Sell
-1,431
Closed -$115K – 1018
2025
Q2 		$115K Sell
1,431
-55
-4% -$3.97K 0.02% 185
2025
Q1 		$107K Buy
1,486
+6
+0.4% +$450 0.01% 194
2024
Q4 		$104K Buy
1,480
+4
+0.3% +$273 0.01% 188
2024
Q3 		$83.4K Buy
1,476
+159
+12% +$8.99K 0.01% 226
2024
Q2 		$78.2K Buy
1,317
+1
+0.1% +$59 0.01% 205
2024
Q1 		$76.3K Buy
1,316
+203
+18% +$10.6K 0.02% 212
2023
Q4 		$45.5K Sell
1,113
-464
-29% -$20K 0.01% 235
2023
Q3 		$67.3K Hold
1,577
– – 0.02% 199
2023
Q2 		$67.3K Buy
1,577
+108
+7% +$4.35K 0.02% 199
2023
Q1 		$54.9K Buy
1,469
+3
+0.2% +$131 0.02% 206
2022
Q4 		$60.6K Buy
1,466
+6
+0.4% +$266 0.02% 195
2022
Q3 		$58K Sell
1,460
-113
-7% -$4.86K 0.02% 199
2022
Q2 		$77K Hold
1,573
– – 0.02% 185
2022
Q1 		$77K Buy
+1,573
New +$84.2K 0.02% 185

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s WFC Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) opened a new position in Wells Fargo (WFC) in Q2 2026: 3,999 shares worth $331K. The stake represents 0.05% of the portfolio and ranks #128 among its holdings. This is a return to the name: Beacon Capital Management LLC (Tennessee) previously reported a position in WFC as recently as Q2 2025.

Beacon Capital Management LLC (Tennessee) first reported a position in WFC in Q1 2022 and has held it in 15 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 3,999 shares of Wells Fargo worth $331K as of Q2 2026.
  • Wells Fargo was a new Beacon Capital Management LLC (Tennessee) position in Q2 2026.
  • Wells Fargo made up 0.05% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #128 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Wells Fargo in Q1 2022 and has held it in 15 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.