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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
Q2 		$223K Sell
2,698
-1
-0% -$80 0.07% 170
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Investment Advisors's WFC Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Wells Fargo (WFC) stake by 0.04% in Q2 2026, selling an estimated $80 and leaving 2,698 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #170.

Beacon Investment Advisors first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $252K in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Beacon Investment Advisors held 2,698 shares of Wells Fargo worth $223K as of Q2 2026.
  • Beacon Investment Advisors sold 1 Wells Fargo share in Q2 2026, an estimated $80.
  • Wells Fargo made up 0.07% of Beacon Investment Advisors's portfolio in Q2 2026, its #170 holding.
  • Beacon Investment Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • Beacon Investment Advisors's Wells Fargo position peaked at $252K in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.