Bingham Private Wealth’s Wells Fargo WFC Stock Holding History

Bingham Private Wealth’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	$686K	Sell	8,296 -213	-3%	-$17.1K	0.47%	67
2026 Q1	$677K	Buy	8,509 +1,388	+19%	+$119K	0.54%	55
2025 Q4	$664K	Buy	+7,121	New	+$618K	0.57%	46
2025 Q2	$593K	Buy	7,406 +521	+8%	+$37.6K	0.57%	51
2025 Q1	$494K	Buy	6,885 +418	+6%	+$31.4K	0.51%	64
2024 Q4	$454K	Buy	+6,467	New	+$442K	0.48%	67

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bingham Private Wealth's WFC Position: Q2 2026 in Review

Bingham Private Wealth reduced its Wells Fargo (WFC) stake by 2.5% in Q2 2026, selling an estimated $17.1K and leaving 8,296 shares worth $686K. The position accounts for 0.47% of the portfolio, ranked #67.

Bingham Private Wealth first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Bingham Private Wealth held 8,296 shares of Wells Fargo worth $686K as of Q2 2026.
Bingham Private Wealth sold 213 Wells Fargo shares in Q2 2026, an estimated $17.1K.
Wells Fargo made up 0.47% of Bingham Private Wealth's portfolio in Q2 2026, its #67 holding.
Bingham Private Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.