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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

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