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 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 $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

Beacon Financial Advisory's WFC Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Wells Fargo (WFC) stake by 2.3% in Q1 2026, selling an estimated $9.1K and leaving 4,416 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #286.

Beacon Financial Advisory first reported a position in WFC in Q4 2019 and has held it in 9 quarters since. The position peaked at $864K in Q4 2019. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Beacon Financial Advisory held 4,416 shares of Wells Fargo worth $352K as of Q1 2026.
Beacon Financial Advisory sold 106 Wells Fargo shares in Q1 2026, an estimated $9.1K.
Wells Fargo made up 0.08% of Beacon Financial Advisory's portfolio in Q1 2026, its #286 holding.
Beacon Financial Advisory first reported a position in Wells Fargo in Q4 2019 and has held it in 9 quarters since.
Beacon Financial Advisory's Wells Fargo position peaked at $864K in Q4 2019.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.