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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
Q2 		$1.19M Buy
14,397
+585
+4% +$47K 0.06% 201
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 $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 $3.38T AUM 44.17% 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

Berger Financial Group's WFC Position: Q2 2026 in Review

Berger Financial Group increased its Wells Fargo (WFC) stake by 4.2% in Q2 2026, buying an estimated $47K and bringing the position to 14,397 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #201.

Berger Financial Group first reported a position in WFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.19M in Q2 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Berger Financial Group held 14,397 shares of Wells Fargo worth $1.19M as of Q2 2026.
  • Berger Financial Group bought 585 Wells Fargo shares in Q2 2026, an estimated $47K.
  • Wells Fargo made up 0.06% of Berger Financial Group's portfolio in Q2 2026, its #201 holding.
  • Berger Financial Group first reported a position in Wells Fargo in Q1 2021 and has held it in 22 quarters since.
  • Berger Financial Group's Wells Fargo position peaked at $1.19M in Q2 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.