Blue Bell Private Wealth Management’s Wells Fargo WFC Stock Holding History

Blue Bell Private Wealth Management’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	$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

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

Blue Bell Private Wealth Management's WFC Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Wells Fargo (WFC) stake by 24% in Q1 2026, buying an estimated $84.2K and bringing the position to 5,108 shares worth $407K. The position accounts for 0.06% of the portfolio, ranked #189.

Blue Bell Private Wealth Management first reported a position in WFC in Q4 2013 and has held it in 30 quarters since. The position peaked at $488K in Q1 2016. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Blue Bell Private Wealth Management held 5,108 shares of Wells Fargo worth $407K as of Q1 2026.
Blue Bell Private Wealth Management bought 980 Wells Fargo shares in Q1 2026, an estimated $84.2K.
Wells Fargo made up 0.06% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #189 holding.
Blue Bell Private Wealth Management first reported a position in Wells Fargo in Q4 2013 and has held it in 30 quarters since.
Blue Bell Private Wealth Management's Wells Fargo position peaked at $488K in Q1 2016.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.