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 Q3	$449K	Buy	5,610 +1,401	+33%	+$121K	0.09%	274
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Beacon Financial Advisory's WFC Position: Q3 2026 in Review

Beacon Financial Advisory increased its Wells Fargo (WFC) stake by 33% in Q3 2026, buying an estimated $121K and bringing the position to 5,610 shares worth $449K. The position accounts for 0.09% of the portfolio, ranked #274.

Beacon Financial Advisory first reported a position in WFC in Q4 2019 and has held it in 11 quarters since. The position peaked at $864K in Q4 2019. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Beacon Financial Advisory held 5,610 shares of Wells Fargo worth $449K as of Q3 2026.
Beacon Financial Advisory bought 1,401 Wells Fargo shares in Q3 2026, an estimated $121K.
Wells Fargo made up 0.09% of Beacon Financial Advisory's portfolio in Q3 2026, its #274 holding.
Beacon Financial Advisory first reported a position in Wells Fargo in Q4 2019 and has held it in 11 quarters since.
Beacon Financial Advisory's Wells Fargo position peaked at $864K in Q4 2019.
1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.