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 Q2	$204K	Buy	+2,470	New	+$198K	0.04%	197
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 $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

Berkeley Capital Partners's WFC Position: Q2 2026 in Review

Berkeley Capital Partners opened a new position in Wells Fargo (WFC) in Q2 2026: 2,470 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #197 among its holdings. This is a return to the name: Berkeley Capital Partners previously reported a position in WFC as recently as Q4 2025.

Berkeley Capital Partners first reported a position in WFC in Q4 2015 and has held it in 14 quarters since. The position peaked at $754K in Q4 2016. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Berkeley Capital Partners held 2,470 shares of Wells Fargo worth $204K as of Q2 2026.
Wells Fargo was a new Berkeley Capital Partners position in Q2 2026.
Wells Fargo made up 0.04% of Berkeley Capital Partners's portfolio in Q2 2026, its #197 holding.
Berkeley Capital Partners first reported a position in Wells Fargo in Q4 2015 and has held it in 14 quarters since.
Berkeley Capital Partners's Wells Fargo position peaked at $754K in Q4 2016.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.