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Bell & Brown Wealth Advisors’s Wells Fargo WFC Stock Holding History

Bell & Brown Wealth Advisors’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 		$4.95M Sell
62,169
-6,105
-9% -$524K 1.61% 25
2025
Q4 		$6.36M Sell
68,274
-22,640
-25% -$1.97M 2.05% 16
2025
Q3 		$7.62M Sell
90,914
-297
-0.3% -$24.1K 2.5% 14
2025
Q2 		$7.31M Sell
91,211
-565
-0.6% -$40.7K 2.61% 12
2025
Q1 		$6.59M Sell
91,776
-1,046
-1% -$78.5K 2.57% 11
2024
Q4 		$6.52M Sell
92,822
-23
-0% -$1.57K 2.43% 12
2024
Q3 		$5.24M Buy
92,845
+135
+0.1% +$7.63K 2.05% 18
2024
Q2 		$5.51M Buy
92,710
+20,944
+29% +$1.24M 2.11% 16
2024
Q1 		$4.16M Sell
71,766
-23,262
-24% -$1.22M 1.78% 21
2023
Q4 		$4.68M Buy
+95,028
New +$4.1M 2.17% 16
2023
Q2 		$4.08M Buy
95,564
+23,169
+32% +$933K 2.04% 19
2023
Q1 		$2.71M Sell
72,395
-25,443
-26% -$1.11M 1.44% 31
2022
Q4 		$4.04M Buy
97,838
+25,421
+35% +$1.13M 2.22% 18
2022
Q3 		$2.91M Sell
72,417
-25,517
-26% -$1.1M 1.8% 24
2022
Q2 		$3.84M Sell
97,934
-2,110
-2% -$92.6K 2.05% 17
2022
Q1 		$4.85M Buy
100,044
+24,176
+32% +$1.29M 2.2% 15
2021
Q4 		$4.46M Buy
75,868
+556
+0.7% +$27.4K 2.16% 17
2021
Q3 		$3.5M Buy
+75,312
New +$3.49M 1.88% 22
2020
Q3 		$1.82M Buy
79,846
+2,921
+4% +$72K 1.32% 30
2020
Q2 		$1.88M Buy
76,925
+43,372
+129% +$1.19M 1.47% 25
2020
Q1 		$828K Buy
33,553
+2,349
+8% +$99.9K 0.77% 44
2019
Q4 		$1.5M Sell
31,204
-19,920
-39% -$1.04M 1.12% 35
2019
Q3 		$2.52M Buy
51,124
+510
+1% +$24K 2.07% 15
2019
Q2 		$2.4M Buy
50,614
+176
+0.3% +$8.23K 2.11% 14
2019
Q1 		$2.44M Buy
50,438
+780
+2% +$38.4K 2.22% 12
2018
Q4 		$2.29M Buy
+49,658
New +$2.54M 2.45% 9
2018
Q3 		– Sell
-47,076
Closed -$2.61M – 91
2018
Q2 		$2.61M Buy
47,076
+20,396
+76% +$1.09M 2.58% 6
2018
Q1 		$1.38M Sell
26,680
-16,766
-39% -$996K 1.45% 27
2017
Q4 		$2.64M Buy
+43,446
New +$2.45M 2.73% 4

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

Bell & Brown Wealth Advisors's WFC Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its Wells Fargo (WFC) stake by 8.9% in Q1 2026, selling an estimated $524K and leaving 62,169 shares worth $4.95M. The position accounts for 1.61% of the portfolio, ranked #25.

Bell & Brown Wealth Advisors first reported a position in WFC in Q4 2017 and has held it in 29 quarters since. The position peaked at $7.62M in Q3 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Bell & Brown Wealth Advisors held 62,169 shares of Wells Fargo worth $4.95M as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 6,105 Wells Fargo shares in Q1 2026, an estimated $524K.
  • Wells Fargo made up 1.61% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #25 holding.
  • Bell & Brown Wealth Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 29 quarters since.
  • Bell & Brown Wealth Advisors's Wells Fargo position peaked at $7.62M in Q3 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.