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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
Q2 		$217K Hold
2,623
– – 0.03% 193
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 $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

Bearing Point Capital's WFC Position: Q2 2026 in Review

Bearing Point Capital held its Wells Fargo (WFC) position steady in Q2 2026 at 2,623 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #193.

Bearing Point Capital first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $244K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Bearing Point Capital held 2,623 shares of Wells Fargo worth $217K as of Q2 2026.
  • Bearing Point Capital left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.03% of Bearing Point Capital's portfolio in Q2 2026, its #193 holding.
  • Bearing Point Capital first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Bearing Point Capital's Wells Fargo position peaked at $244K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.