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Berger Financial Group’s Wells Fargo WFC Stock Holding History

Berger Financial Group’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
Q1 		$1.1M Buy
13,812
+1,070
+8% +$91.9K 0.06% 199
2025
Q4 		$1.19M Sell
12,742
-1,377
-10% -$120K 0.07% 193
2025
Q3 		$1.18M Sell
14,119
-782
-5% -$63.4K 0.07% 190
2025
Q2 		$1.19M Buy
14,901
+2,502
+20% +$180K 0.08% 178
2025
Q1 		$890K Buy
12,399
+167
+1% +$12.5K 0.06% 198
2024
Q4 		$859K Buy
12,232
+3,154
+35% +$215K 0.06% 190
2024
Q3 		$513K Buy
9,078
+948
+12% +$53.6K 0.04% 233
2024
Q2 		$483K Buy
8,130
+716
+10% +$42.3K 0.04% 219
2024
Q1 		$430K Buy
7,414
+644
+10% +$33.7K 0.04% 225
2023
Q4 		$333K Sell
6,770
-415
-6% -$17.9K 0.03% 213
2023
Q3 		$294K Buy
7,185
+808
+13% +$34.9K 0.03% 212
2023
Q2 		$272K Buy
6,377
+500
+9% +$20.1K 0.03% 227
2023
Q1 		$220K Buy
5,877
+5
+0.1% +$218 0.03% 254
2022
Q4 		$242K Sell
5,872
-544
-8% -$24.1K 0.03% 230
2022
Q3 		$258K Sell
6,416
-285
-4% -$12.2K 0.04% 205
2022
Q2 		$262K Buy
6,701
+323
+5% +$14.2K 0.04% 200
2022
Q1 		$309K Buy
6,378
+13
+0.2% +$696 0.04% 204
2021
Q4 		$305K Buy
6,365
+335
+6% +$16.5K 0.04% 209
2021
Q3 		$280K Sell
6,030
-39
-0.6% -$1.8K 0.05% 170
2021
Q2 		$275K Buy
6,069
+11
+0.2% +$491 0.05% 167
2021
Q1 		$237K Buy
+6,058
New +$214K 0.05% 170

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berger Financial Group's WFC Position: Q1 2026 in Review

Berger Financial Group increased its Wells Fargo (WFC) stake by 8.4% in Q1 2026, buying an estimated $91.9K and bringing the position to 13,812 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #199.

Berger Financial Group first reported a position in WFC in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.19M in Q2 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Berger Financial Group held 13,812 shares of Wells Fargo worth $1.1M as of Q1 2026.
  • Berger Financial Group bought 1,070 Wells Fargo shares in Q1 2026, an estimated $91.9K.
  • Wells Fargo made up 0.06% of Berger Financial Group's portfolio in Q1 2026, its #199 holding.
  • Berger Financial Group first reported a position in Wells Fargo in Q1 2021 and has held it in 21 quarters since.
  • Berger Financial Group's Wells Fargo position peaked at $1.19M in Q2 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.