Birchbrook’s Wells Fargo WFC Stock Holding History

Birchbrook’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	–	Sell	-120	Closed	-$11.2K	–	312
2025 Q4	$11.2K	Buy	+120	New	+$10.4K	0.01%	198
2024 Q1	–	Sell	-181	Closed	-$8.91K	–	311
2023 Q4	$8.91K	Buy	+181	New	+$7.81K	0.01%	219

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Birchbrook's WFC Position: Q1 2026 in Review

Birchbrook sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 120 shares — an estimated $11.2K sold.

Birchbrook first reported a position in WFC in Q4 2023 and held it in 2 quarters. The position peaked at $11.2K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Birchbrook reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Birchbrook sold 120 Wells Fargo shares in Q1 2026, an estimated $11.2K.
Birchbrook first reported a position in Wells Fargo in Q4 2023 and held it in 2 quarters.
Birchbrook's Wells Fargo position peaked at $11.2K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Birchbrook's 13F filing for Q1 2026, filed 8 Apr 2026.