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Benchmark Financial Wealth Advisors’s Wells Fargo WFC Stock Holding History

Benchmark Financial 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
Q2 		$665K Sell
8,043
-229
-3% -$18.4K 0.16% 69
2026
Q1 		$659K Sell
8,272
-498
-6% -$42.8K 0.18% 66
2025
Q4 		$817K Sell
8,770
-53
-0.6% -$4.6K 0.23% 56
2025
Q3 		$740K Sell
8,823
-8
-0.1% -$649 0.22% 54
2025
Q2 		$708K Buy
8,831
+1,319
+18% +$95.1K 0.23% 53
2025
Q1 		$539K Sell
7,512
-219
-3% -$16.4K 0.2% 56
2024
Q4 		$543K Buy
7,731
+40
+0.5% +$2.73K 0.17% 57
2024
Q3 		$434K Buy
7,691
+52
+0.7% +$2.94K 0.14% 62
2024
Q2 		$454K Buy
7,639
+144
+2% +$8.5K 0.17% 53
2024
Q1 		$434K Buy
7,495
+443
+6% +$23.2K 0.17% 52
2023
Q4 		$347K Buy
7,052
+56
+0.8% +$2.42K 0.15% 59
2023
Q3 		$286K Buy
6,996
+106
+2% +$4.58K 0.13% 54
2023
Q2 		$294K Sell
6,890
-386
-5% -$15.5K 0.14% 56
2023
Q1 		$272K Buy
7,276
+45
+0.6% +$1.96K 0.14% 56
2022
Q4 		$299K Buy
7,231
+309
+4% +$13.7K 0.16% 55
2022
Q3 		$278K Buy
6,922
+441
+7% +$18.9K 0.16% 54
2022
Q2 		$254K Sell
6,481
-1,270
-16% -$55.7K 0.13% 56
2022
Q1 		$376K Buy
7,751
+293
+4% +$15.7K 0.16% 48
2021
Q4 		$358K Buy
7,458
+648
+10% +$31.9K 0.15% 49
2021
Q3 		$316K Buy
6,810
+100
+1% +$4.63K 0.15% 47
2021
Q2 		$304K Sell
6,710
-165
-2% -$7.37K 0.15% 46
2021
Q1 		$269K Buy
+6,875
New +$243K 0.15% 47

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 $3.37T AUM 44.26% 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

Benchmark Financial Wealth Advisors's WFC Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Wells Fargo (WFC) stake by 2.8% in Q2 2026, selling an estimated $18.4K and leaving 8,043 shares worth $665K. The position accounts for 0.16% of the portfolio, ranked #69.

Benchmark Financial Wealth Advisors first reported a position in WFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $817K in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 8,043 shares of Wells Fargo worth $665K as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 229 Wells Fargo shares in Q2 2026, an estimated $18.4K.
  • Wells Fargo made up 0.16% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Wells Fargo in Q1 2021 and has held it in 22 quarters since.
  • Benchmark Financial Wealth Advisors's Wells Fargo position peaked at $817K in Q4 2025.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.