BHWM
WFC icon

Beaird Harris Wealth Management’s Wells Fargo WFC Stock Holding History

Beaird Harris Wealth Management’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 		$167K Hold
2,020
– – 0.01% 155
2026
Q1 		$161K Buy
2,020
+807
+67% +$69.3K 0.01% 144
2025
Q4 		$113K Sell
1,213
-294
-20% -$25.5K 0.01% 180
2025
Q3 		$126K Buy
1,507
+199
+15% +$16.1K 0.01% 163
2025
Q2 		$105K Buy
1,308
+109
+9% +$7.86K 0.01% 181
2025
Q1 		$86.1K Buy
1,199
+75
+7% +$5.63K 0.01% 178
2024
Q4 		$79K Buy
1,124
+327
+41% +$22.3K 0.01% 192
2024
Q3 		$45K Sell
797
-68
-8% -$3.85K ﹤0.01% 238
2024
Q2 		$51.3K Buy
865
+305
+54% +$18K ﹤0.01% 221
2024
Q1 		$32.5K Sell
560
-130
-19% -$6.8K ﹤0.01% 234
2023
Q4 		$34K Buy
+690
New +$29.8K ﹤0.01% 211
2023
Q1 		– Sell
-520
Closed -$21.5K – 749
2022
Q4 		$21.5K Buy
520
+291
+127% +$12.9K ﹤0.01% 249
2022
Q3 		$9K Hold
229
– – ﹤0.01% 297
2022
Q2 		$9K Sell
229
-446
-66% -$19.6K ﹤0.01% 258
2022
Q1 		$33K Sell
675
-1,816
-73% -$97.2K 0.01% 215
2021
Q4 		$120K Buy
+2,491
New +$123K 0.04% 148

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Beaird Harris Wealth Management's WFC Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 2,020 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #155.

Beaird Harris Wealth Management first reported a position in WFC in Q4 2021 and has held it in 16 quarters since. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Beaird Harris Wealth Management held 2,020 shares of Wells Fargo worth $167K as of Q2 2026.
  • Beaird Harris Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Beaird Harris Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 16 quarters since.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.