Berbice Capital Management’s Wells Fargo WFC Stock Holding History

Berbice Capital 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	–	Sell	-300	Closed	-$23.9K	–	159
2026 Q1	$23.9K	Hold	300	–	–	0.02%	104
2025 Q4	$28K	Hold	300	–	–	0.02%	100
2025 Q3	$25.1K	Hold	300	–	–	0.02%	124
2025 Q2	$24K	Hold	300	–	–	0.02%	120
2025 Q1	$21.5K	Hold	300	–	–	0.02%	113
2024 Q4	$21.1K	Buy	+300	New	+$20.5K	0.02%	103

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

Berbice Capital Management's WFC Position: Q2 2026 in Review

Berbice Capital Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 300 shares — an estimated $23.9K sold.

Berbice Capital Management first reported a position in WFC in Q4 2024 and held it in 6 quarters. The position peaked at $28K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Berbice Capital Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Berbice Capital Management sold 300 Wells Fargo shares in Q2 2026, an estimated $23.9K.
Berbice Capital Management first reported a position in Wells Fargo in Q4 2024 and held it in 6 quarters.
Berbice Capital Management's Wells Fargo position peaked at $28K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.