BWP
WFC icon

Bernardo Wealth Planning’s Wells Fargo WFC Stock Holding History

Bernardo Wealth Planning’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 		$389K Buy
4,706
+196
+4% +$15.8K 0.07% 92
2026
Q1 		$359K Buy
4,510
+19
+0.4% +$1.63K 0.07% 87
2025
Q4 		$419K Buy
4,491
+291
+7% +$25.3K 0.08% 83
2025
Q3 		$352K Buy
4,200
+44
+1% +$3.57K 0.07% 88
2025
Q2 		$333K Buy
4,156
+54
+1% +$3.89K 0.07% 88
2025
Q1 		$294K Buy
4,102
+220
+6% +$16.5K 0.07% 92
2024
Q4 		$272K Buy
3,882
+46
+1% +$3.14K 0.07% 93
2024
Q3 		$247K Buy
3,836
+10
+0.3% +$566 0.06% 99
2024
Q2 		$227K Hold
3,826
– – 0.06% 93
2024
Q1 		$222K Buy
+3,826
New +$200K 0.06% 94
2023
Q3 		– Sell
-6,027
Closed -$257K – 93
2023
Q2 		$257K Hold
6,027
– – 0.1% 71
2023
Q1 		$225K Hold
6,027
– – 0.1% 78
2022
Q4 		$249K Hold
6,027
– – 0.12% 74
2022
Q3 		$270K Hold
6,027
– – 0.15% 67
2022
Q2 		$236K Hold
6,027
– – 0.13% 73
2022
Q1 		$292K Buy
+6,027
New +$323K 0.15% 67
2021
Q4 		– Sell
-4,375
Closed -$203K – 89
2021
Q3 		$203K Buy
+4,375
New +$202K 0.12% 74
2021
Q1 		– Sell
-8,868
Closed -$267K – 158
2020
Q4 		$267K Buy
+8,868
New +$230K 0.1% 145
2020
Q2 		– Sell
-7,199
Closed -$206K – 152
2020
Q1 		$206K Buy
7,199
+712
+11% +$30.3K 0.14% 125
2019
Q4 		$349K Sell
6,487
-643
-9% -$33.7K 0.21% 113
2019
Q3 		$359K Sell
7,130
-245
-3% -$11.5K 0.26% 105
2019
Q2 		$349K Sell
7,375
-1,910
-21% -$89.3K 0.27% 104
2019
Q1 		$449K Sell
9,285
-704
-7% -$34.6K 0.36% 75
2018
Q4 		$460K Buy
+9,989
New +$512K 0.41% 58

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 $3.37T AUM 44.26% 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

Bernardo Wealth Planning's WFC Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Wells Fargo (WFC) stake by 4.3% in Q2 2026, buying an estimated $15.8K and bringing the position to 4,706 shares worth $389K. The position accounts for 0.07% of the portfolio, ranked #92.

Bernardo Wealth Planning first reported a position in WFC in Q4 2018 and has held it in 24 quarters since. The position peaked at $460K in Q4 2018. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Bernardo Wealth Planning held 4,706 shares of Wells Fargo worth $389K as of Q2 2026.
  • Bernardo Wealth Planning bought 196 Wells Fargo shares in Q2 2026, an estimated $15.8K.
  • Wells Fargo made up 0.07% of Bernardo Wealth Planning's portfolio in Q2 2026, its #92 holding.
  • Bernardo Wealth Planning first reported a position in Wells Fargo in Q4 2018 and has held it in 24 quarters since.
  • Bernardo Wealth Planning's Wells Fargo position peaked at $460K in Q4 2018.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.