Beirne Wealth Consulting Services’s Wells Fargo WFC Stock Holding History

Beirne Wealth Consulting Services’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
2025 Q4	–	Sell	-3,825	Closed	-$321K	–	225
2025 Q3	$321K	Buy	+3,825	New	+$310K	0.08%	148
2024 Q1	–	Sell	-15,168	Closed	-$747K	–	152
2023 Q4	$747K	Buy	+15,168	New	+$655K	0.37%	58
2021 Q1	–	Sell	-36,311	Closed	-$1.1M	–	173
2020 Q4	$1.1M	Sell	36,311 -51	-0.1%	-$1.32K	0.54%	39
2020 Q3	$855K	Buy	+36,362	New	+$896K	0.5%	40
2019 Q2	–	Sell	-20,928	Closed	-$1.01M	–	186
2019 Q1	$1.01M	Buy	20,928 +1,194	+6%	+$58.7K	0.79%	32
2018 Q4	$909K	Buy	+19,734	New	+$1.01M	0.77%	31

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Beirne Wealth Consulting Services's WFC Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 3,825 shares — an estimated $321K sold.

Beirne Wealth Consulting Services first reported a position in WFC in Q4 2018 and held it in 6 quarters. The position peaked at $1.1M in Q4 2020. 2,898 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Beirne Wealth Consulting Services reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Beirne Wealth Consulting Services sold 3,825 Wells Fargo shares in Q4 2025, an estimated $321K.
Beirne Wealth Consulting Services first reported a position in Wells Fargo in Q4 2018 and held it in 6 quarters.
Beirne Wealth Consulting Services's Wells Fargo position peaked at $1.1M in Q4 2020.
2,898 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.