BWM
WFC icon

Bernard Wealth Management’s Wells Fargo WFC Stock Holding History

Bernard Wealth 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
Q1 		$79.3K Hold
996
– – 0.03% 109
2025
Q4 		$92.8K Hold
996
– – 0.04% 99
2025
Q3 		$83.5K Hold
996
– – 0.03% 106
2025
Q2 		$79.8K Sell
996
-42
-4% -$3.03K 0.04% 103
2025
Q1 		$74.5K Buy
1,038
+42
+4% +$3.15K 0.04% 100
2024
Q4 		$70K Buy
+996
New +$68K 0.03% 105

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

Bernard Wealth Management's WFC Position: Q1 2026 in Review

Bernard Wealth Management held its Wells Fargo (WFC) position steady in Q1 2026 at 996 shares worth $79.3K. The position accounts for 0.03% of the portfolio, ranked #109.

Bernard Wealth Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $92.8K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Bernard Wealth Management held 996 shares of Wells Fargo worth $79.3K as of Q1 2026.
  • Bernard Wealth Management left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.03% of Bernard Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Bernard Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Wells Fargo position peaked at $92.8K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.