BFS
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Beacon Financial Strategies’s Wells Fargo WFC Stock Holding History

Beacon Financial Strategies’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 		$54.6K Hold
661
– – 0.03% 91
2026
Q1 		$52.6K Hold
661
– – 0.03% 73
2025
Q4 		$61.6K Buy
+661
New +$57.4K 0.03% 70

Other funds holding WFC

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

Beacon Financial Strategies held its Wells Fargo (WFC) position steady in Q2 2026 at 661 shares worth $54.6K. The position accounts for 0.03% of the portfolio, ranked #91.

Beacon Financial Strategies first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $61.6K in Q4 2025. 456 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Beacon Financial Strategies held 661 shares of Wells Fargo worth $54.6K as of Q2 2026.
  • Beacon Financial Strategies left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.03% of Beacon Financial Strategies's portfolio in Q2 2026, its #91 holding.
  • Beacon Financial Strategies first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Wells Fargo position peaked at $61.6K in Q4 2025.
  • 456 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.