Berkeley Capital Partners’s Wells Fargo WFC Stock Holding History

Berkeley Capital Partners’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	–	Sell	-2,355	Closed	-$219K	–	196
2025 Q4	$219K	Buy	+2,355	New	+$204K	0.05%	181
2020 Q1	–	Sell	-12,543	Closed	-$675K	–	137
2019 Q4	$675K	Buy	+12,543	New	+$657K	0.35%	65
2019 Q1	–	Sell	-8,994	Closed	-$414K	–	131
2018 Q4	$414K	Sell	8,994 -795	-8%	-$40.7K	0.23%	82
2018 Q3	$515K	Buy	+9,789	New	+$559K	0.29%	74
2018 Q1	–	Sell	-8,876	Closed	-$539K	–	123
2017 Q4	$539K	Sell	8,876 -3,443	-28%	-$194K	0.35%	72
2017 Q3	$679K	Buy	12,319 +1,041	+9%	+$55.3K	0.45%	61
2017 Q2	$625K	Sell	11,278 -1,473	-12%	-$78.9K	0.43%	58
2017 Q1	$710K	Sell	12,751 -936	-7%	-$53.1K	0.48%	54
2016 Q4	$754K	Sell	13,687 -498	-4%	-$25K	0.54%	45
2016 Q3	$628K	Buy	14,185 +2,292	+19%	+$110K	0.45%	51
2016 Q2	$563K	Buy	11,893 +1,605	+16%	+$78.3K	0.4%	61
2016 Q1	$498K	Buy	10,288 +1,890	+23%	+$92.5K	0.36%	61
2015 Q4	$456K	Buy	+8,398	New	+$456K	0.37%	56

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berkeley Capital Partners's WFC Position: Q1 2026 in Review

Berkeley Capital Partners sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,355 shares — an estimated $219K sold.

Berkeley Capital Partners first reported a position in WFC in Q4 2015 and held it in 13 quarters. The position peaked at $754K in Q4 2016. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Berkeley Capital Partners reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Berkeley Capital Partners sold 2,355 Wells Fargo shares in Q1 2026, an estimated $219K.
Berkeley Capital Partners first reported a position in Wells Fargo in Q4 2015 and held it in 13 quarters.
Berkeley Capital Partners's Wells Fargo position peaked at $754K in Q4 2016.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.