Blue Bell Private Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $422K | Hold |
5,108
| – | – | 0.05% | 209 |
|
|
2026
Q1 | $407K | Buy |
5,108
+980
| +24% | +$84.2K | 0.06% | 189 |
|
|
2025
Q4 | $385K | Hold |
4,128
| – | – | 0.06% | 188 |
|
|
2025
Q3 | $346K | Sell |
4,128
-32
| -0.8% | -$2.6K | 0.05% | 188 |
|
|
2025
Q2 | $333K | Buy |
4,160
+32
| +0.8% | +$2.31K | 0.06% | 178 |
|
|
2025
Q1 | $296K | Buy |
4,128
+20
| +0.5% | +$1.5K | 0.06% | 178 |
|
|
2024
Q4 | $289K | Sell |
4,108
-107
| -3% | -$7.3K | 0.06% | 178 |
|
|
2024
Q3 | $238K | Buy |
4,215
+157
| +4% | +$8.88K | 0.05% | 196 |
|
|
2024
Q2 | $241K | Sell |
4,058
-119
| -3% | -$7.03K | 0.05% | 179 |
|
|
2024
Q1 | $242K | Buy |
4,177
+66
| +2% | +$3.45K | 0.05% | 166 |
|
|
2023
Q4 | $202K | Sell |
4,111
-200
| -5% | -$8.63K | 0.05% | 165 |
|
|
2023
Q3 | $176K | Buy |
4,311
+376
| +10% | +$16.2K | 0.05% | 154 |
|
|
2023
Q2 | $168K | Hold |
3,935
| – | – | 0.04% | 149 |
|
|
2023
Q1 | $147K | Hold |
3,935
| – | – | 0.04% | 141 |
|
|
2022
Q4 | $162K | Hold |
3,935
| – | – | 0.05% | 128 |
|
|
2022
Q3 | $158K | Hold |
3,935
| – | – | 0.06% | 121 |
|
|
2022
Q2 | $154K | Hold |
3,935
| – | – | 0.05% | 124 |
|
|
2022
Q1 | $191K | Hold |
3,935
| – | – | 0.05% | 110 |
|
|
2021
Q4 | $189K | Buy |
+3,935
| New | +$194K | 0.05% | 106 |
|
|
2016
Q4 | – | Sell |
-6,992
| Closed | -$310K | – | 394 |
|
|
2016
Q3 | $310K | Sell |
6,992
-104
| -1% | -$4.98K | 0.18% | 69 |
|
|
2016
Q2 | $336K | Sell |
7,096
-2,999
| -30% | -$146K | 0.22% | 66 |
|
|
2016
Q1 | $488K | Buy |
10,095
+3,096
| +44% | +$152K | 0.33% | 58 |
|
|
2015
Q4 | $380K | Buy |
6,999
+1
| +0% | +$54 | 0.26% | 67 |
|
|
2015
Q3 | $359K | Buy |
6,998
+100
| +1% | +$5.5K | 0.25% | 64 |
|
|
2015
Q2 | $388K | Sell |
6,898
-79
| -1% | -$4.41K | 0.23% | 62 |
|
|
2015
Q1 | $379K | Sell |
6,977
-200
| -3% | -$10.8K | 0.23% | 58 |
|
|
2014
Q4 | $393K | Buy |
7,177
+900
| +14% | +$47.6K | 0.23% | 59 |
|
|
2014
Q3 | $326K | Hold |
6,277
| – | – | 0.2% | 71 |
|
|
2014
Q2 | $330K | Hold |
6,277
| – | – | 0.2% | 71 |
|
|
2014
Q1 | $312K | Sell |
6,277
-100
| -2% | -$4.66K | 0.21% | 63 |
|
|
2013
Q4 | $290K | Buy |
+6,377
| New | +$275K | 0.22% | 67 |
|
Other funds holding WFC
Blue Bell Private Wealth Management's WFC Position: Q2 2026 in Review
Blue Bell Private Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 5,108 shares worth $422K. The position accounts for 0.05% of the portfolio, ranked #209.
Blue Bell Private Wealth Management first reported a position in WFC in Q4 2013 and has held it in 31 quarters since. The position peaked at $488K in Q1 2016. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Blue Bell Private Wealth Management held 5,108 shares of Wells Fargo worth $422K as of Q2 2026.
- Blue Bell Private Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
- Wells Fargo made up 0.05% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #209 holding.
- Blue Bell Private Wealth Management first reported a position in Wells Fargo in Q4 2013 and has held it in 31 quarters since.
- Blue Bell Private Wealth Management's Wells Fargo position peaked at $488K in Q1 2016.
- 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.