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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BHK Investment Advisors's WFC Position: Q1 2026 in Review

BHK Investment Advisors increased its Wells Fargo (WFC) stake by 0.69% in Q1 2026, buying an estimated $3.35K and bringing the position to 5,720 shares worth $455K. The position accounts for 0.15% of the portfolio, ranked #57.

BHK Investment Advisors first reported a position in WFC in Q4 2017 and has held it in 15 quarters since. The position peaked at $532K in Q4 2019. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • BHK Investment Advisors held 5,720 shares of Wells Fargo worth $455K as of Q1 2026.
  • BHK Investment Advisors bought 39 Wells Fargo shares in Q1 2026, an estimated $3.35K.
  • Wells Fargo made up 0.15% of BHK Investment Advisors's portfolio in Q1 2026, its #57 holding.
  • BHK Investment Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 15 quarters since.
  • BHK Investment Advisors's Wells Fargo position peaked at $532K in Q4 2019.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.