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Benson Wealth Management’s Wells Fargo WFC Stock Holding History

Benson Wealth 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 		$8.18K Hold
99
– – 0.01% 189
2026
Q1 		$7.88K Hold
99
– – 0.01% 173
2025
Q4 		$9.23K Buy
+99
New +$8.6K 0.01% 159

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

Benson Wealth Management's WFC Position: Q2 2026 in Review

Benson Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 99 shares worth $8.18K. The position accounts for 0.01% of the portfolio, ranked #189.

Benson Wealth Management first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.23K in Q4 2025. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Benson Wealth Management held 99 shares of Wells Fargo worth $8.18K as of Q2 2026.
  • Benson Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.01% of Benson Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Benson Wealth Management first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Benson Wealth Management's Wells Fargo position peaked at $9.23K in Q4 2025.
  • 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.