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Beto Financial Group’s Wells Fargo WFC Stock Holding History

Beto Financial 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
Q2 		$249K Buy
2,879
+102
+4% +$8.2K 0.13% 140
2026
Q1 		$220K Buy
2,777
+3
+0.1% +$258 0.13% 139
2025
Q4 		$256K Buy
+2,774
New +$241K 0.17% 110

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 $3.38T AUM 44.17% 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

Beto Financial Group's WFC Position: Q2 2026 in Review

Beto Financial Group increased its Wells Fargo (WFC) stake by 3.7% in Q2 2026, buying an estimated $8.2K and bringing the position to 2,879 shares worth $249K. The position accounts for 0.13% of the portfolio, ranked #140.

Beto Financial Group first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Beto Financial Group held 2,879 shares of Wells Fargo worth $249K as of Q2 2026.
  • Beto Financial Group bought 102 Wells Fargo shares in Q2 2026, an estimated $8.2K.
  • Wells Fargo made up 0.13% of Beto Financial Group's portfolio in Q2 2026, its #140 holding.
  • Beto Financial Group first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Beto Financial Group's Wells Fargo position peaked at $256K in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.