Bernicke Wealth Management’s Wells Fargo WFC Stock Holding History

Bernicke 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 Q2	$1.42M	Sell	17,208 -652	-4%	-$52.4K	0.17%	42
2026 Q1	$1.42M	Buy	17,860 +826	+5%	+$70.9K	0.18%	41
2025 Q4	$1.59M	Buy	+17,034	New	+$1.48M	0.2%	35
2017 Q3	–	Sell	-3,985	Closed	-$221K	–	56
2017 Q2	$221K	Sell	3,985 -4,526	-53%	-$242K	0.18%	54
2017 Q1	$474K	Sell	8,511 -7,902	-48%	-$448K	0.39%	28
2016 Q4	$905K	Sell	16,413 -649	-4%	-$32.6K	0.78%	21
2016 Q3	$756K	Sell	17,062 -42	-0.2%	-$2.01K	0.66%	26
2016 Q2	$810K	Buy	17,104 +126	+0.7%	+$6.14K	0.73%	26
2016 Q1	$821K	Buy	16,978 +896	+6%	+$43.9K	0.76%	26
2015 Q4	$874K	Buy	+16,082	New	+$873K	0.85%	21

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 $3.38T AUM 44.17% 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

Bernicke Wealth Management's WFC Position: Q2 2026 in Review

Bernicke Wealth Management reduced its Wells Fargo (WFC) stake by 3.7% in Q2 2026, selling an estimated $52.4K and leaving 17,208 shares worth $1.42M. The position accounts for 0.17% of the portfolio, ranked #42.

Bernicke Wealth Management first reported a position in WFC in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.59M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Bernicke Wealth Management held 17,208 shares of Wells Fargo worth $1.42M as of Q2 2026.
Bernicke Wealth Management sold 652 Wells Fargo shares in Q2 2026, an estimated $52.4K.
Wells Fargo made up 0.17% of Bernicke Wealth Management's portfolio in Q2 2026, its #42 holding.
Bernicke Wealth Management first reported a position in Wells Fargo in Q4 2015 and has held it in 10 quarters since.
Bernicke Wealth Management's Wells Fargo position peaked at $1.59M in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.