BIA
WFC icon

BHK Investment Advisors’s Wells Fargo WFC Stock Holding History

BHK Investment Advisors’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 		$240K Sell
2,899
-2,821
-49% -$227K 0.07% 76
2026
Q1 		$455K Buy
5,720
+39
+0.7% +$3.35K 0.15% 57
2025
Q4 		$529K Buy
5,681
+3,085
+119% +$268K 0.17% 50
2025
Q3 		$218K Sell
2,596
-50
-2% -$4.05K 0.08% 67
2025
Q2 		$212K Buy
+2,646
New +$191K 0.08% 63
2020
Q3 		– Sell
-12,547
Closed -$321K – 61
2020
Q2 		$321K Buy
12,547
+1,028
+9% +$28.1K 0.19% 36
2020
Q1 		$331K Buy
11,519
+1,629
+16% +$69.3K 0.24% 36
2019
Q4 		$532K Buy
9,890
+201
+2% +$10.5K 0.3% 32
2019
Q3 		$489K Buy
9,689
+423
+5% +$19.9K 0.28% 46
2019
Q2 		$438K Buy
9,266
+685
+8% +$32K 0.25% 55
2019
Q1 		$415K Sell
8,581
-653
-7% -$32.1K 0.25% 56
2018
Q4 		$426K Sell
9,234
-427
-4% -$21.9K 0.32% 36
2018
Q3 		$508K Buy
9,661
+404
+4% +$23.1K 0.34% 35
2018
Q2 		$513K Buy
9,257
+829
+10% +$44.4K 0.36% 31
2018
Q1 		$442K Buy
8,428
+853
+11% +$50.7K 0.33% 36
2017
Q4 		$460K Buy
+7,575
New +$428K 0.39% 31

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

BHK Investment Advisors's WFC Position: Q2 2026 in Review

BHK Investment Advisors reduced its Wells Fargo (WFC) stake by 49% in Q2 2026, selling an estimated $227K and leaving 2,899 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #76.

BHK Investment Advisors first reported a position in WFC in Q4 2017 and has held it in 16 quarters since. The position peaked at $532K in Q4 2019. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • BHK Investment Advisors held 2,899 shares of Wells Fargo worth $240K as of Q2 2026.
  • BHK Investment Advisors sold 2,821 Wells Fargo shares in Q2 2026, an estimated $227K.
  • Wells Fargo made up 0.07% of BHK Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • BHK Investment Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 16 quarters since.
  • BHK Investment Advisors's Wells Fargo position peaked at $532K in Q4 2019.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.