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Bearing Point Capital’s Wells Fargo WFC Stock Holding History

Bearing Point Capital’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 		$209K Hold
2,623
– – 0.03% 164
2025
Q4 		$244K Buy
+2,623
New +$228K 0.04% 168

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

Bearing Point Capital's WFC Position: Q1 2026 in Review

Bearing Point Capital held its Wells Fargo (WFC) position steady in Q1 2026 at 2,623 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #164.

Bearing Point Capital first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $244K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Bearing Point Capital held 2,623 shares of Wells Fargo worth $209K as of Q1 2026.
  • Bearing Point Capital left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.03% of Bearing Point Capital's portfolio in Q1 2026, its #164 holding.
  • Bearing Point Capital first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • Bearing Point Capital's Wells Fargo position peaked at $244K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.