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Bleakley Financial Group’s Wells Fargo WFC Stock Holding History

Bleakley Financial Group’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 		$10.6M Buy
128,028
+27,843
+28% +$2.24M 0.13% 120
2026
Q1 		$7.98M Buy
100,185
+5,250
+6% +$451K 0.12% 137
2025
Q4 		$8.85M Buy
94,935
+10,642
+13% +$924K 0.15% 108
2025
Q3 		$7.07M Buy
84,293
+1,911
+2% +$155K 0.16% 116
2025
Q2 		$6.6M Buy
82,382
+6,722
+9% +$485K 0.17% 119
2025
Q1 		$5.43M Buy
75,660
+2,767
+4% +$208K 0.17% 116
2024
Q4 		$5.12M Buy
72,893
+4,482
+7% +$306K 0.15% 113
2024
Q3 		$3.86M Buy
68,411
+6,367
+10% +$360K 0.12% 149
2024
Q2 		$3.68M Buy
62,044
+1,367
+2% +$80.7K 0.11% 180
2024
Q1 		$3.52M Sell
60,677
-3,092
-5% -$162K 0.1% 192
2023
Q4 		$3.14M Sell
63,769
-3,446
-5% -$149K 0.1% 189
2023
Q3 		$2.75M Sell
67,215
-952
-1% -$41.1K 0.1% 191
2023
Q2 		$2.91M Buy
68,167
+8,915
+15% +$359K 0.09% 198
2023
Q1 		$2.21M Sell
59,252
-1,922
-3% -$83.8K 0.07% 233
2022
Q4 		$2.53M Buy
+61,174
New +$2.71M 0.09% 207

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

Bleakley Financial Group's WFC Position: Q2 2026 in Review

Bleakley Financial Group increased its Wells Fargo (WFC) stake by 28% in Q2 2026, buying an estimated $2.24M and bringing the position to 128,028 shares worth $10.6M. The position accounts for 0.13% of the portfolio, ranked #120.

Bleakley Financial Group first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Bleakley Financial Group held 128,028 shares of Wells Fargo worth $10.6M as of Q2 2026.
  • Bleakley Financial Group bought 27,843 Wells Fargo shares in Q2 2026, an estimated $2.24M.
  • Wells Fargo made up 0.13% of Bleakley Financial Group's portfolio in Q2 2026, its #120 holding.
  • Bleakley Financial Group first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • 2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.