Beacon Pointe Advisors’s Wells Fargo WFC Stock Holding History

Beacon Pointe 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	$40.6M	Buy	510,074 +127,285	+33%	+$10.9M	0.21%	105
2025 Q4	$35.7M	Buy	382,789 +7,770	+2%	+$675K	0.25%	91
2025 Q3	$31.4M	Sell	375,019 -29,712	-7%	-$2.41M	0.27%	83
2025 Q2	$32.4M	Buy	404,731 +5,598	+1%	+$404K	0.34%	58
2025 Q1	$28.7M	Sell	399,133 -10,091	-2%	-$758K	0.32%	69
2024 Q4	$28.7M	Sell	409,224 -1,351	-0.3%	-$92.2K	0.32%	64
2024 Q3	$23.2M	Sell	410,575 -3,723	-0.9%	-$211K	0.27%	85
2024 Q2	$24.6M	Sell	414,298 -8,740	-2%	-$516K	0.29%	75
2024 Q1	$24.5M	Buy	423,038 +6,334	+2%	+$331K	0.27%	82
2023 Q4	$20.5M	Sell	416,704 -22,266	-5%	-$961K	0.25%	99
2023 Q3	$17.9M	Buy	438,970 +290,734	+196%	+$12.6M	0.22%	109
2023 Q2	$6.33M	Sell	148,236 -14,261	-9%	-$574K	0.1%	181
2023 Q1	$6.07M	Buy	162,497 +8,436	+5%	+$368K	0.1%	183
2022 Q4	$6.36M	Buy	154,061 +28,064	+22%	+$1.24M	0.12%	166
2022 Q3	$5.06M	Sell	125,997 -8,935	-7%	-$384K	0.11%	173
2022 Q2	$5.29M	Sell	134,932 -54,992	-29%	-$2.41M	0.11%	174
2022 Q1	$9.2M	Buy	189,924 +106,571	+128%	+$5.7M	0.13%	164
2021 Q4	$4M	Sell	83,353 -10,786	-11%	-$531K	0.1%	166
2021 Q3	$4.37M	Buy	94,139 +25,675	+38%	+$1.19M	0.11%	184
2021 Q2	$3.1M	Buy	68,464 +49,121	+254%	+$2.19M	0.11%	168
2021 Q1	$755K	Sell	19,343 -11,848	-38%	-$419K	0.05%	240
2020 Q4	$940K	Sell	31,191 -4,658	-13%	-$121K	0.06%	206
2020 Q3	$843K	Buy	35,849 +651	+2%	+$16K	0.08%	185
2020 Q2	$904K	Buy	35,198 +15,181	+76%	+$415K	0.09%	173
2020 Q1	$571K	Buy	20,017 +7,567	+61%	+$322K	0.09%	165
2019 Q4	$668K	Buy	12,450 +5,073	+69%	+$266K	0.21%	100
2019 Q3	$372K	Sell	7,377 -4,956	-40%	-$233K	0.16%	120
2019 Q2	$584K	Sell	12,333 -3,413	-22%	-$160K	0.21%	111
2019 Q1	$761K	Buy	15,746 +14	+0.1%	+$689	0.29%	87
2018 Q4	$722K	Buy	+15,732	New	+$806K	0.44%	64

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Beacon Pointe Advisors increased its Wells Fargo (WFC) stake by 33% in Q1 2026, buying an estimated $10.9M and bringing the position to 510,074 shares worth $40.6M. The position accounts for 0.21% of the portfolio, ranked #105.

Beacon Pointe Advisors first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Beacon Pointe Advisors held 510,074 shares of Wells Fargo worth $40.6M as of Q1 2026.
Beacon Pointe Advisors bought 127,285 Wells Fargo shares in Q1 2026, an estimated $10.9M.
Wells Fargo made up 0.21% of Beacon Pointe Advisors's portfolio in Q1 2026, its #105 holding.
Beacon Pointe Advisors first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.