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Bell Investment Advisors’s Wells Fargo WFC Stock Holding History

Bell Investment 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 		$220K Sell
2,758
-56
-2% -$4.81K 0.03% 114
2025
Q4 		$262K Sell
2,814
-1,081
-28% -$93.8K 0.04% 108
2025
Q3 		$326K Sell
3,895
-49
-1% -$3.97K 0.05% 95
2025
Q2 		$316K Buy
3,944
+1,159
+42% +$83.6K 0.05% 97
2025
Q1 		$200K Sell
2,785
-292
-9% -$21.9K 0.04% 110
2024
Q4 		$216K Sell
3,077
-51
-2% -$3.48K 0.04% 107
2024
Q3 		$177K Hold
3,128
– – 0.03% 111
2024
Q2 		$186K Sell
3,128
-545
-15% -$32.2K 0.04% 105
2024
Q1 		$213K Sell
3,673
-20
-0.5% -$1.05K 0.04% 100
2023
Q4 		$182K Sell
3,693
-273
-7% -$11.8K 0.04% 97
2023
Q3 		$162K Sell
3,966
-29
-0.7% -$1.25K 0.04% 99
2023
Q2 		$171K Buy
3,995
+2,866
+254% +$115K 0.04% 88
2023
Q1 		$42.2K Buy
1,129
+123
+12% +$5.36K 0.01% 186
2022
Q4 		$41.5K Sell
1,006
-92
-8% -$4.07K 0.01% 188
2022
Q3 		$44K Buy
1,098
+639
+139% +$27.5K 0.01% 148
2022
Q2 		$18K Buy
+459
New +$20.1K 0.01% 291
2021
Q4 		$51K Buy
1,065
+278
+35% +$13.7K 0.01% 156
2021
Q3 		$37K Buy
+787
New +$36.4K 0.01% 181

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 Investment Advisors's WFC Position: Q1 2026 in Review

Bell Investment Advisors reduced its Wells Fargo (WFC) stake by 2% in Q1 2026, selling an estimated $4.81K and leaving 2,758 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #114.

Bell Investment Advisors first reported a position in WFC in Q3 2021 and has held it in 18 quarters since. The position peaked at $326K in Q3 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Bell Investment Advisors held 2,758 shares of Wells Fargo worth $220K as of Q1 2026.
  • Bell Investment Advisors sold 56 Wells Fargo shares in Q1 2026, an estimated $4.81K.
  • Wells Fargo made up 0.03% of Bell Investment Advisors's portfolio in Q1 2026, its #114 holding.
  • Bell Investment Advisors first reported a position in Wells Fargo in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Wells Fargo position peaked at $326K in Q3 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.