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Benjamin Edwards Inc’s Wells Fargo WFC Stock Holding History

Benjamin Edwards Inc’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 		$3.26M Sell
39,388
-15,899
-29% -$1.28M 0.03% 444
2026
Q1 		$4.4M Buy
55,287
+9,450
+21% +$812K 0.04% 369
2025
Q4 		$4.27M Buy
45,837
+3,680
+9% +$319K 0.05% 342
2025
Q3 		$3.53M Sell
42,157
-102
-0.2% -$8.27K 0.04% 375
2025
Q2 		$3.39M Buy
42,259
+5,238
+14% +$378K 0.04% 351
2025
Q1 		$2.66M Sell
37,021
-9,708
-21% -$729K 0.04% 358
2024
Q4 		$3.28M Sell
46,729
-10,730
-19% -$733K 0.05% 341
2024
Q3 		$3.25M Buy
57,459
+43,782
+320% +$2.48M 0.05% 341
2024
Q2 		$812K Buy
13,677
+572
+4% +$33.8K 0.16% 154
2024
Q1 		$760K Buy
13,105
+4,178
+47% +$219K 0.15% 160
2023
Q4 		$439K Buy
8,927
+8,804
+7,158% +$380K 0.1% 214
2023
Q3 		$5K Hold
123
– – ﹤0.01% 603
2023
Q2 		$5K Hold
123
– – ﹤0.01% 616
2023
Q1 		$5K Sell
123
-37
-23% -$1.61K ﹤0.01% 632
2022
Q4 		$7K Sell
160
-127
-44% -$5.62K ﹤0.01% 623
2022
Q3 		$12K Buy
287
+127
+79% +$5.46K ﹤0.01% 549
2022
Q2 		$6K Sell
160
-37
-19% -$1.62K ﹤0.01% 617
2022
Q1 		$10K Hold
197
– – ﹤0.01% 608
2021
Q4 		$9K Buy
197
+37
+23% +$1.82K ﹤0.01% 602
2021
Q3 		$7K Buy
+160
New +$7.41K ﹤0.01% 473
2019
Q3 		– Sell
-75
Closed -$4K – 323
2019
Q2 		$4K Sell
75
-600
-89% -$28.1K 0.01% 275
2019
Q1 		$33K Buy
+675
New +$33.2K 0.16% 135

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

Benjamin Edwards Inc's WFC Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Wells Fargo (WFC) stake by 29% in Q2 2026, selling an estimated $1.28M and leaving 39,388 shares worth $3.26M. The position accounts for 0.03% of the portfolio, ranked #444.

Benjamin Edwards Inc first reported a position in WFC in Q1 2019 and has held it in 22 quarters since. The position peaked at $4.4M in Q1 2026. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Benjamin Edwards Inc held 39,388 shares of Wells Fargo worth $3.26M as of Q2 2026.
  • Benjamin Edwards Inc sold 15,899 Wells Fargo shares in Q2 2026, an estimated $1.28M.
  • Wells Fargo made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #444 holding.
  • Benjamin Edwards Inc first reported a position in Wells Fargo in Q1 2019 and has held it in 22 quarters since.
  • Benjamin Edwards Inc's Wells Fargo position peaked at $4.4M in Q1 2026.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.