Beacon Financial Advisory’s Wells Fargo WFC Stock Holding History

Beacon Financial Advisory’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	$348K	Sell	4,209 -207	-5%	-$16.6K	0.07%	306
2026 Q1	$352K	Sell	4,416 -106	-2%	-$9.1K	0.08%	286
2025 Q4	$421K	Sell	4,522 -20	-0.4%	-$1.74K	0.1%	235
2025 Q3	$381K	Sell	4,542 -56	-1%	-$4.54K	0.09%	248
2025 Q2	$368K	Buy	4,598 +961	+26%	+$69.3K	0.1%	244
2025 Q1	$261K	Buy	3,637 +50	+1%	+$3.75K	0.08%	266
2024 Q4	$252K	Buy	+3,587	New	+$245K	0.08%	253
2020 Q3	–	Sell	-14,591	Closed	-$373K	–	188
2020 Q2	$373K	Sell	14,591 -66	-0.5%	-$1.81K	0.41%	81
2020 Q1	$420K	Sell	14,657 -1,411	-9%	-$60K	0.53%	62
2019 Q4	$864K	Buy	+16,068	New	+$842K	0.74%	38

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 $3.37T AUM 44.26% 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

Beacon Financial Advisory's WFC Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Wells Fargo (WFC) stake by 4.7% in Q2 2026, selling an estimated $16.6K and leaving 4,209 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #306.

Beacon Financial Advisory first reported a position in WFC in Q4 2019 and has held it in 10 quarters since. The position peaked at $864K in Q4 2019. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Beacon Financial Advisory held 4,209 shares of Wells Fargo worth $348K as of Q2 2026.
Beacon Financial Advisory sold 207 Wells Fargo shares in Q2 2026, an estimated $16.6K.
Wells Fargo made up 0.07% of Beacon Financial Advisory's portfolio in Q2 2026, its #306 holding.
Beacon Financial Advisory first reported a position in Wells Fargo in Q4 2019 and has held it in 10 quarters since.
Beacon Financial Advisory's Wells Fargo position peaked at $864K in Q4 2019.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.