Bellevue Asset Management’s Wells Fargo WFC Stock Holding History

Bellevue Asset Management’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	$36.5K	Buy	442 +3	+0.7%	+$241	0.02%	205
2026 Q1	$35K	Buy	439 +2	+0.5%	+$172	0.02%	199
2025 Q4	$40.7K	Buy	437 +3	+0.7%	+$260	0.01%	174
2025 Q3	$36.5K	Buy	434 +2	+0.5%	+$162	0.02%	187
2025 Q2	$34.7K	Buy	432 +2	+0.5%	+$144	0.02%	189
2025 Q1	$30.9K	Hold	430	–	–	0.02%	196
2024 Q4	$30.2K	Hold	430	–	–	0.02%	203
2024 Q3	$24.3K	Buy	430 +3	+0.7%	+$170	0.01%	218
2024 Q2	$25.4K	Buy	427 +2	+0.5%	+$118	0.01%	205
2024 Q1	$24.6K	Buy	425 +3	+0.7%	+$157	0.01%	211
2023 Q4	$20.8K	Sell	422 -61	-13%	-$2.63K	0.02%	223
2023 Q3	$19.8K	Buy	483 +3	+0.6%	+$130	0.01%	220
2023 Q2	$20.5K	Sell	480 -847	-64%	-$34.1K	0.01%	225
2023 Q1	$49.6K	Buy	1,327 +3	+0.2%	+$131	0.03%	149
2022 Q4	$54.5K	Buy	1,324 +2	+0.2%	+$89	0.04%	141
2022 Q3	$55K	Buy	1,322 +3	+0.2%	+$129	0.04%	141
2022 Q2	$52K	Buy	1,319 +2	+0.2%	+$88	0.04%	154
2022 Q1	$64K	Sell	1,317 -331	-20%	-$17.7K	0.04%	148
2021 Q4	$79K	Hold	1,648	–	–	0.05%	134
2021 Q3	$77K	Hold	1,648	–	–	0.05%	140
2021 Q2	$75K	Hold	1,648	–	–	0.05%	146
2021 Q1	$65K	Hold	1,648	–	–	0.04%	156
2020 Q4	$52K	Sell	1,648 -99	-6%	-$2.56K	0.03%	165
2020 Q3	$41K	Buy	1,747 +214	+14%	+$5.27K	0.03%	181
2020 Q2	$39K	Hold	1,533	–	–	0.04%	187
2020 Q1	$43K	Buy	1,533 +518	+51%	+$22K	0.04%	179
2019 Q4	$55K	Buy	+1,015	New	+$53.2K	0.04%	146

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bellevue Asset Management's WFC Position: Q2 2026 in Review

Bellevue Asset Management increased its Wells Fargo (WFC) stake by 0.68% in Q2 2026, buying an estimated $241 and bringing the position to 442 shares worth $36.5K. The position accounts for 0.02% of the portfolio, ranked #205.

Bellevue Asset Management first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $79K in Q4 2021. 2,853 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Bellevue Asset Management held 442 shares of Wells Fargo worth $36.5K as of Q2 2026.
Bellevue Asset Management bought 3 Wells Fargo shares in Q2 2026, an estimated $241.
Wells Fargo made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #205 holding.
Bellevue Asset Management first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Wells Fargo position peaked at $79K in Q4 2021.
2,853 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.