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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
Q2 		$914K Buy
11,054
+1,028
+10% +$82.6K 0.03% 274
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 $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

BIP Wealth's WFC Position: Q2 2026 in Review

BIP Wealth increased its Wells Fargo (WFC) stake by 10% in Q2 2026, buying an estimated $82.6K and bringing the position to 11,054 shares worth $914K. The position accounts for 0.03% of the portfolio, ranked #274.

BIP Wealth first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • BIP Wealth held 11,054 shares of Wells Fargo worth $914K as of Q2 2026.
  • BIP Wealth bought 1,028 Wells Fargo shares in Q2 2026, an estimated $82.6K.
  • Wells Fargo made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #274 holding.
  • BIP Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • BIP Wealth's Wells Fargo position peaked at $1.12M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.