BWM
WFC icon

BNC Wealth Management’s Wells Fargo WFC Stock Holding History

BNC 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 		$256K Hold
3,216
– – 0.07% 92
2025
Q4 		$300K Hold
3,216
– – 0.08% 81
2025
Q3 		$270K Buy
3,216
+250
+8% +$20.3K 0.07% 83
2025
Q2 		$238K Hold
2,966
– – 0.07% 82
2025
Q1 		$213K Hold
2,966
– – 0.08% 89
2024
Q4 		$208K Sell
2,966
-3,428
-54% -$234K 0.07% 90
2024
Q3 		$361K Sell
6,394
-164
-3% -$9.28K 0.13% 70
2024
Q2 		$389K Buy
6,558
+1
+0% +$59 0.14% 71
2024
Q1 		$380K Sell
6,557
-49
-0.7% -$2.56K 0.16% 77
2023
Q4 		$325K Buy
6,606
+36
+0.5% +$1.55K 0.15% 77
2023
Q3 		$268K Buy
6,570
+1
+0% +$43 0.14% 83
2023
Q2 		$280K Sell
6,569
-419
-6% -$16.9K 0.15% 84
2023
Q1 		$261K Buy
6,988
+1
+0% +$44 0.15% 95
2022
Q4 		$288K Buy
6,987
+2
+0% +$89 0.17% 87
2022
Q3 		$281K Buy
6,985
+1
+0% +$43 0.17% 84
2022
Q2 		$274K Sell
6,984
-149
-2% -$6.54K 0.14% 96
2022
Q1 		$346K Sell
7,133
-923
-11% -$49.4K 0.17% 83
2021
Q4 		$387K Buy
8,056
+1,844
+30% +$90.8K 0.18% 78
2021
Q3 		$288K Buy
6,212
+2
+0% +$93 0.17% 75
2021
Q2 		$281K Hold
6,210
– – 0.17% 74
2021
Q1 		$243K Buy
+6,210
New +$220K 0.17% 73
2020
Q4 		– Sell
-2,630
Closed -$62K – 465
2020
Q3 		$62K Buy
+2,630
New +$64.8K 0.04% 152

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
VPM
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

BNC Wealth Management's WFC Position: Q1 2026 in Review

BNC Wealth Management held its Wells Fargo (WFC) position steady in Q1 2026 at 3,216 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #92.

BNC Wealth Management first reported a position in WFC in Q3 2020 and has held it in 22 quarters since. The position peaked at $389K in Q2 2024. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • BNC Wealth Management held 3,216 shares of Wells Fargo worth $256K as of Q1 2026.
  • BNC Wealth Management left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.07% of BNC Wealth Management's portfolio in Q1 2026, its #92 holding.
  • BNC Wealth Management first reported a position in Wells Fargo in Q3 2020 and has held it in 22 quarters since.
  • BNC Wealth Management's Wells Fargo position peaked at $389K in Q2 2024.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on BNC Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.