Beta Wealth Group’s Wells Fargo WFC Stock Holding History

Beta Wealth Group’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	$518K	Buy	6,505 +202	+3%	+$17.4K	0.21%	77
2025 Q4	$587K	Buy	6,303 +1	+0%	+$87	0.24%	70
2025 Q3	$528K	Buy	6,302 +1,500	+31%	+$122K	0.21%	82
2025 Q2	$385K	Buy	4,802 +102	+2%	+$7.35K	0.14%	84
2025 Q1	$337K	Buy	+4,700	New	+$353K	0.12%	86
2024 Q4	–	Sell	-8,422	Closed	-$476K	–	115
2024 Q3	$476K	Buy	8,422 +306	+4%	+$17.3K	0.21%	75
2024 Q2	$482K	Sell	8,116 -12	-0.1%	-$708	0.23%	69
2024 Q1	$471K	Sell	8,128 -1,183	-13%	-$61.9K	0.23%	70
2023 Q4	$458K	Buy	9,311 +106	+1%	+$4.57K	0.24%	67
2023 Q3	$376K	Buy	9,205 +1,405	+18%	+$60.7K	0.22%	76
2023 Q2	$333K	Buy	7,800 +1,000	+15%	+$40.3K	0.19%	77
2023 Q1	$254K	Buy	6,800 +900	+15%	+$39.2K	0.15%	89
2022 Q4	$244K	Buy	+5,900	New	+$261K	0.16%	86

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

Beta Wealth Group's WFC Position: Q1 2026 in Review

Beta Wealth Group increased its Wells Fargo (WFC) stake by 3.2% in Q1 2026, buying an estimated $17.4K and bringing the position to 6,505 shares worth $518K. The position accounts for 0.21% of the portfolio, ranked #77.

Beta Wealth Group first reported a position in WFC in Q4 2022 and has held it in 13 quarters since. The position peaked at $587K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Beta Wealth Group held 6,505 shares of Wells Fargo worth $518K as of Q1 2026.
Beta Wealth Group bought 202 Wells Fargo shares in Q1 2026, an estimated $17.4K.
Wells Fargo made up 0.21% of Beta Wealth Group's portfolio in Q1 2026, its #77 holding.
Beta Wealth Group first reported a position in Wells Fargo in Q4 2022 and has held it in 13 quarters since.
Beta Wealth Group's Wells Fargo position peaked at $587K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.