Bedell Frazier Investment Counselling’s Wells Fargo WFC Stock Holding History

Bedell Frazier Investment Counselling’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	$449K	Buy	5,637 +6	+0.1%	+$515	0.09%	90
2025 Q4	$525K	Buy	5,631 +127	+2%	+$11K	0.1%	91
2025 Q3	$461K	Hold	5,504	–	–	0.09%	91
2025 Q2	$441K	Hold	5,504	–	–	0.11%	79
2025 Q1	$395K	Sell	5,504 -60	-1%	-$4.5K	0.1%	79
2024 Q4	$391K	Sell	5,564 -50	-0.9%	-$3.41K	0.1%	86
2024 Q3	$317K	Hold	5,614	–	–	0.08%	88
2024 Q2	$333K	Sell	5,614 -275	-5%	-$16.2K	0.08%	87
2024 Q1	$341K	Buy	5,889 +710	+14%	+$37.1K	0.09%	85
2023 Q4	$255K	Sell	5,179 -25	-0.5%	-$1.08K	0.07%	81
2023 Q3	$213K	Hold	5,204	–	–	0.06%	86
2023 Q2	$222K	Sell	5,204 -1,759	-25%	-$70.8K	0.07%	85
2023 Q1	$260K	Sell	6,963 -800	-10%	-$34.9K	0.08%	85
2022 Q4	$321K	Hold	7,763	–	–	0.08%	88
2022 Q3	$312K	Hold	7,763	–	–	0.09%	80
2022 Q2	$304K	Hold	7,763	–	–	0.09%	67
2022 Q1	$376K	Hold	7,763	–	–	0.1%	75
2021 Q4	$372K	Hold	7,763	–	–	0.09%	80
2021 Q3	$360K	Sell	7,763 -486	-6%	-$22.5K	0.1%	74
2021 Q2	$374K	Buy	8,249 +527	+7%	+$23.5K	0.09%	76
2021 Q1	$302K	Sell	7,722 -357	-4%	-$12.6K	0.09%	73
2020 Q4	$244K	Buy	+8,079	New	+$209K	0.07%	77
2020 Q3	–	Sell	-8,054	Closed	-$206K	–	77
2020 Q2	$206K	Buy	+8,054	New	+$220K	0.08%	62
2020 Q1	–	Sell	-6,823	Closed	-$344K	–	60
2019 Q4	$344K	Hold	6,823	–	–	0.14%	44
2019 Q3	$344K	Sell	6,823 -1,621	-19%	-$76.4K	0.13%	46
2019 Q2	$400K	Buy	8,444 +5	+0.1%	+$234	0.15%	42
2019 Q1	$408K	Sell	8,439 -2,453	-23%	-$121K	0.16%	44
2018 Q4	$502K	Sell	10,892 -455	-4%	-$23.3K	0.21%	38
2018 Q3	$596K	Sell	11,347 -147	-1%	-$8.39K	0.17%	46
2018 Q2	$637K	Buy	11,494 +3,157	+38%	+$169K	0.19%	43
2018 Q1	$437K	Sell	8,337 -497	-6%	-$29.5K	0.15%	42
2017 Q4	$536K	Buy	8,834 +163	+2%	+$9.21K	0.2%	36
2017 Q3	$478K	Sell	8,671 -877	-9%	-$46.6K	0.22%	33
2017 Q2	$529K	Sell	9,548 -706	-7%	-$37.8K	0.19%	38
2017 Q1	$571K	Sell	10,254 -3,118	-23%	-$177K	0.22%	36
2016 Q4	$737K	Sell	13,372 -4,697	-26%	-$236K	0.29%	40
2016 Q3	$800K	Sell	18,069 -93,606	-84%	-$4.48M	0.33%	37
2016 Q2	$5.22M	Sell	111,675 -527	-0.5%	-$25.7K	2.58%	18
2016 Q1	$5.43M	Buy	112,202 +99,212	+764%	+$4.86M	2.8%	17
2015 Q4	$706K	Buy	12,990 +386	+3%	+$21K	0.35%	37
2015 Q3	$647K	Sell	12,604 -1,562	-11%	-$85.9K	0.37%	35
2015 Q2	$797K	Buy	14,166 +3,950	+39%	+$220K	0.32%	49
2015 Q1	$556K	Buy	10,216 +303	+3%	+$16.4K	0.23%	55
2014 Q4	$543K	Sell	9,913 -400	-4%	-$21.2K	0.27%	43
2014 Q3	$535K	Buy	10,313 +150	+1%	+$7.72K	0.25%	44
2014 Q2	$534K	Buy	10,163 +3,159	+45%	+$159K	0.27%	38
2014 Q1	$348K	Sell	7,004 -98,236	-93%	-$4.58M	0.2%	44
2013 Q4	$4.78M	Sell	105,240 -19,863	-16%	-$858K	2.24%	16
2013 Q3	$5.17M	Buy	125,103 +575	+0.5%	+$24.5K	2.48%	13
2013 Q2	$5.38M	Buy	+124,528	New	+$4.85M	2.67%	12

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bedell Frazier Investment Counselling's WFC Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its Wells Fargo (WFC) stake by 0.11% in Q1 2026, buying an estimated $515 and bringing the position to 5,637 shares worth $449K. The position accounts for 0.09% of the portfolio, ranked #90.

Bedell Frazier Investment Counselling first reported a position in WFC in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.43M in Q1 2016. 2,807 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Bedell Frazier Investment Counselling held 5,637 shares of Wells Fargo worth $449K as of Q1 2026.
Bedell Frazier Investment Counselling bought 6 Wells Fargo shares in Q1 2026, an estimated $515.
Wells Fargo made up 0.09% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #90 holding.
Bedell Frazier Investment Counselling first reported a position in Wells Fargo in Q2 2013 and has held it in 50 quarters since.
Bedell Frazier Investment Counselling's Wells Fargo position peaked at $5.43M in Q1 2016.
2,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.