BIAS
WFC icon

Beacon Investment Advisory Services’s Wells Fargo WFC Stock Holding History

Beacon Investment Advisory Services’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 		$89.1K Buy
1,078
+250
+30% +$20.1K ﹤0.01% 351
2026
Q1 		$65.9K Buy
+828
New +$71.1K ﹤0.01% 388
2020
Q2 		– Sell
-13,450
Closed -$386K – 252
2020
Q1 		$386K Sell
13,450
-1,979
-13% -$84.1K 0.03% 176
2019
Q4 		$830K Buy
15,429
+3,758
+32% +$197K 0.04% 151
2019
Q3 		$589K Buy
11,671
+483
+4% +$22.8K 0.06% 142
2019
Q2 		$529K Sell
11,188
-436
-4% -$20.4K 0.06% 133
2019
Q1 		$562K Buy
11,624
+569
+5% +$28K 0.06% 132
2018
Q4 		$509K Sell
11,055
-4,327
-28% -$222K 0.06% 152
2018
Q3 		$808K Buy
15,382
+650
+4% +$37.1K 0.08% 128
2018
Q2 		$817K Buy
14,732
+550
+4% +$29.5K 0.08% 126
2018
Q1 		$743K Buy
14,182
+1,293
+10% +$76.8K 0.08% 131
2017
Q4 		$782K Sell
12,889
-6,813
-35% -$385K 0.08% 124
2017
Q3 		$1.09M Buy
19,702
+12,670
+180% +$673K 0.09% 125
2017
Q2 		$390K Sell
7,032
-500
-7% -$26.8K 0.07% 64
2017
Q1 		$419K Hold
7,532
– – 0.08% 48
2016
Q4 		$415K Sell
7,532
-1,020
-12% -$51.3K 0.08% 41
2016
Q3 		$379K Sell
8,552
-195
-2% -$9.33K 0.08% 47
2016
Q2 		$414K Buy
8,747
+170
+2% +$8.29K 0.09% 41
2016
Q1 		$415K Sell
8,577
-47
-0.5% -$2.3K 0.09% 38
2015
Q4 		$469K Hold
8,624
– – 0.09% 29
2015
Q3 		$443K Sell
8,624
-344
-4% -$18.9K 0.08% 27
2015
Q2 		$504K Buy
+8,968
New +$500K 0.08% 27

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Beacon Investment Advisory Services's WFC Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Wells Fargo (WFC) stake by 30% in Q2 2026, buying an estimated $20.1K and bringing the position to 1,078 shares worth $89.1K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Beacon Investment Advisory Services first reported a position in WFC in Q2 2015 and has held it in 22 quarters since. The position peaked at $1.09M in Q3 2017. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Beacon Investment Advisory Services held 1,078 shares of Wells Fargo worth $89.1K as of Q2 2026.
  • Beacon Investment Advisory Services bought 250 Wells Fargo shares in Q2 2026, an estimated $20.1K.
  • Wells Fargo made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #351 holding.
  • Beacon Investment Advisory Services first reported a position in Wells Fargo in Q2 2015 and has held it in 22 quarters since.
  • Beacon Investment Advisory Services's Wells Fargo position peaked at $1.09M in Q3 2017.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.