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Birchwood Financial Partners’s Wells Fargo WFC Stock Holding History

Birchwood Financial Partners’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 		$589K Hold
7,125
– – 0.48% 45
2026
Q1 		$567K Sell
7,125
-75
-1% -$6.44K 0.55% 44
2025
Q4 		$671K Buy
+7,200
New +$625K 0.67% 34

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

Birchwood Financial Partners's WFC Position: Q2 2026 in Review

Birchwood Financial Partners held its Wells Fargo (WFC) position steady in Q2 2026 at 7,125 shares worth $589K. The position accounts for 0.48% of the portfolio, ranked #45.

Birchwood Financial Partners first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $671K in Q4 2025. 2,859 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Birchwood Financial Partners held 7,125 shares of Wells Fargo worth $589K as of Q2 2026.
  • Birchwood Financial Partners left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.48% of Birchwood Financial Partners's portfolio in Q2 2026, its #45 holding.
  • Birchwood Financial Partners first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Wells Fargo position peaked at $671K in Q4 2025.
  • 2,859 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.