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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
Q2 		$265K Buy
3,204
+446
+16% +$35.8K 0.04% 116
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 $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 $3.38T AUM 44.17% 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

Bell Investment Advisors's WFC Position: Q2 2026 in Review

Bell Investment Advisors increased its Wells Fargo (WFC) stake by 16% in Q2 2026, buying an estimated $35.8K and bringing the position to 3,204 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #116.

Bell Investment Advisors first reported a position in WFC in Q3 2021 and has held it in 19 quarters since. The position peaked at $326K in Q3 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Bell Investment Advisors held 3,204 shares of Wells Fargo worth $265K as of Q2 2026.
  • Bell Investment Advisors bought 446 Wells Fargo shares in Q2 2026, an estimated $35.8K.
  • Wells Fargo made up 0.04% of Bell Investment Advisors's portfolio in Q2 2026, its #116 holding.
  • Bell Investment Advisors first reported a position in Wells Fargo in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Wells Fargo position peaked at $326K in Q3 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.