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BIP Wealth’s Wells Fargo WFC Stock Holding History

BIP 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
Q1 		$798K Sell
10,026
-2,024
-17% -$174K 0.03% 232
2025
Q4 		$1.12M Buy
12,050
+29
+0.2% +$2.52K 0.04% 197
2025
Q3 		$1.01M Buy
12,021
+8,451
+237% +$685K 0.05% 126
2025
Q2 		$286K Sell
3,570
-1,996
-36% -$144K 0.02% 216
2025
Q1 		$400K Buy
5,566
+116
+2% +$8.71K 0.03% 173
2024
Q4 		$383K Buy
+5,450
New +$372K 0.03% 179

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

BIP Wealth's WFC Position: Q1 2026 in Review

BIP Wealth reduced its Wells Fargo (WFC) stake by 17% in Q1 2026, selling an estimated $174K and leaving 10,026 shares worth $798K. The position accounts for 0.03% of the portfolio, ranked #232.

BIP Wealth first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.12M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • BIP Wealth held 10,026 shares of Wells Fargo worth $798K as of Q1 2026.
  • BIP Wealth sold 2,024 Wells Fargo shares in Q1 2026, an estimated $174K.
  • Wells Fargo made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #232 holding.
  • BIP Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • BIP Wealth's Wells Fargo position peaked at $1.12M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.