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Beacon Investment Advisors’s Wells Fargo WFC Stock Holding History

Beacon Investment Advisors’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 		$215K Buy
2,699
+1
+0% +$86 0.08% 164
2025
Q4 		$252K Hold
2,698
– – 0.1% 153
2025
Q3 		$226K Buy
2,698
+77
+3% +$6.24K 0.09% 153
2025
Q2 		$208K Buy
+2,621
New +$189K 0.09% 151

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Investment Advisors's WFC Position: Q1 2026 in Review

Beacon Investment Advisors increased its Wells Fargo (WFC) stake by 0.04% in Q1 2026, buying an estimated $86 and bringing the position to 2,699 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #164.

Beacon Investment Advisors first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $252K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Beacon Investment Advisors held 2,699 shares of Wells Fargo worth $215K as of Q1 2026.
  • Beacon Investment Advisors bought 1 Wells Fargo share in Q1 2026, an estimated $86.
  • Wells Fargo made up 0.08% of Beacon Investment Advisors's portfolio in Q1 2026, its #164 holding.
  • Beacon Investment Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • Beacon Investment Advisors's Wells Fargo position peaked at $252K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.