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BFSG LLC’s Wells Fargo WFC Stock Holding History

BFSG LLC’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 		$64.3K Buy
778
+1
+0.1% +$80 0.01% 411
2026
Q1 		$61.9K Buy
777
+1
+0.1% +$86 0.01% 407
2025
Q4 		$72.4K Sell
776
-42
-5% -$3.65K 0.01% 375
2025
Q3 		$68.6K Buy
818
+1
+0.1% +$81 0.01% 384
2025
Q2 		$65.5K Buy
817
+1
+0.1% +$72 0.01% 369
2025
Q1 		$58.6K Buy
816
+44
+6% +$3.3K 0.01% 362
2024
Q4 		$54.2K Buy
772
+1
+0.1% +$68 0.01% 370
2024
Q3 		$43.6K Buy
771
+1
+0.1% +$57 0.01% 391
2024
Q2 		$45.7K Buy
770
+1
+0.1% +$59 0.01% 371
2024
Q1 		$44.6K Buy
769
+85
+12% +$4.45K 0.01% 384
2023
Q4 		$33.7K Buy
+684
New +$29.5K ﹤0.01% 384

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BFSG LLC's WFC Position: Q2 2026 in Review

BFSG LLC increased its Wells Fargo (WFC) stake by 0.13% in Q2 2026, buying an estimated $80 and bringing the position to 778 shares worth $64.3K. The position accounts for 0.01% of the portfolio, ranked #411.

BFSG LLC first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $72.4K in Q4 2025. 645 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • BFSG LLC held 778 shares of Wells Fargo worth $64.3K as of Q2 2026.
  • BFSG LLC bought 1 Wells Fargo share in Q2 2026, an estimated $80.
  • Wells Fargo made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #411 holding.
  • BFSG LLC first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's Wells Fargo position peaked at $72.4K in Q4 2025.
  • 645 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.