BSI
WFC icon

Bennett Selby Investments’s Wells Fargo WFC Stock Holding History

Bennett Selby Investments’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 		$2.75M Buy
33,284
+98
+0.3% +$7.88K 0.88% 23
2026
Q1 		$2.64M Buy
33,186
+6
+0% +$515 0.93% 20
2025
Q4 		$3.09M Buy
33,180
+5
+0% +$434 1% 18
2025
Q3 		$2.78M Buy
33,175
+7
+0% +$568 0.92% 24
2025
Q2 		$2.66M Buy
33,168
+408
+1% +$29.4K 0.95% 22
2025
Q1 		$2.35M Buy
32,760
+184
+0.6% +$13.8K 0.93% 22
2024
Q4 		$2.29M Buy
32,576
+3
+0% +$205 0.91% 22
2024
Q3 		$1.84M Sell
32,573
-199
-0.6% -$11.3K 0.77% 25
2024
Q2 		$1.95M Buy
32,772
+4
+0% +$236 0.87% 21
2024
Q1 		$1.9M Sell
32,768
-1,083
-3% -$56.7K 0.89% 23
2023
Q4 		$1.67M Sell
33,851
-309
-0.9% -$13.3K 0.85% 23
2023
Q3 		$1.4M Sell
34,160
-375
-1% -$16.2K 0.81% 24
2023
Q2 		$1.47M Sell
34,535
-75
-0.2% -$3.02K 0.85% 23
2023
Q1 		$1.29M Sell
34,610
-344
-1% -$15K 0.85% 24
2022
Q4 		$1.44M Sell
34,954
-787
-2% -$34.8K 1.08% 22
2022
Q3 		$1.44M Sell
35,741
-1,231
-3% -$52.9K 1.15% 19
2022
Q2 		$1.45M Sell
36,972
-335
-0.9% -$14.7K 1.12% 18
2022
Q1 		$1.81M Buy
37,307
+1,543
+4% +$82.6K 1.09% 20
2021
Q4 		$1.72M Hold
35,764
– – 0.99% 22
2021
Q3 		$1.66M Sell
35,764
-101
-0.3% -$4.67K 1.08% 20
2021
Q2 		$1.62M Hold
35,865
– – 1.1% 20
2021
Q1 		$1.4M Buy
35,865
+1,031
+3% +$36.5K 1.09% 22
2020
Q4 		$1.05M Buy
+34,834
New +$902K 0.89% 26

Other funds holding WFC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Bennett Selby Investments's WFC Position: Q2 2026 in Review

Bennett Selby Investments increased its Wells Fargo (WFC) stake by 0.3% in Q2 2026, buying an estimated $7.88K and bringing the position to 33,284 shares worth $2.75M. The position accounts for 0.88% of the portfolio, ranked #23.

Bennett Selby Investments first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.09M in Q4 2025. 1,472 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Bennett Selby Investments held 33,284 shares of Wells Fargo worth $2.75M as of Q2 2026.
  • Bennett Selby Investments bought 98 Wells Fargo shares in Q2 2026, an estimated $7.88K.
  • Wells Fargo made up 0.88% of Bennett Selby Investments's portfolio in Q2 2026, its #23 holding.
  • Bennett Selby Investments first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • Bennett Selby Investments's Wells Fargo position peaked at $3.09M in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.