Bradley & Co Private Wealth Management’s Wells Fargo WFC Stock Holding History

Bradley & Co 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	$41.5K	Hold	521	–	–	0.02%	99
2025 Q4	$48.6K	Hold	521	–	–	0.03%	93
2025 Q3	$43.7K	Hold	521	–	–	0.02%	84
2025 Q2	$41.7K	Hold	521	–	–	0.03%	80
2025 Q1	$37.4K	Sell	521 -13	-2%	-$976	0.03%	79
2024 Q4	$37.5K	Buy	+534	New	+$36.5K	0.02%	79
2024 Q2	$31.7K	Hold	534	–	–	0.02%	78
2024 Q1	$31K	Hold	534	–	–	0.03%	84
2023 Q4	$26.3K	Hold	534	–	–	0.02%	85
2023 Q3	$21.8K	Hold	534	–	–	0.02%	91
2023 Q2	$22.8K	Hold	534	–	–	0.02%	93
2023 Q1	$20K	Hold	534	–	–	0.02%	98
2022 Q4	$22K	Hold	534	–	–	0.03%	87
2022 Q3	$21K	Hold	534	–	–	0.03%	95
2022 Q2	$21K	Hold	534	–	–	0.02%	110
2022 Q1	$26K	Hold	534	–	–	0.02%	105
2021 Q4	$26K	Hold	534	–	–	0.02%	112
2021 Q3	$25K	Hold	534	–	–	0.02%	116
2021 Q2	$24K	Hold	534	–	–	0.02%	122
2021 Q1	$21K	Buy	+534	New	+$18.9K	0.02%	124

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

Bradley & Co Private Wealth Management's WFC Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Wells Fargo (WFC) position steady in Q1 2026 at 521 shares worth $41.5K. The position accounts for 0.02% of the portfolio, ranked #99.

Bradley & Co Private Wealth Management first reported a position in WFC in Q1 2021 and has held it in 20 quarters since. The position peaked at $48.6K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Bradley & Co Private Wealth Management held 521 shares of Wells Fargo worth $41.5K as of Q1 2026.
Bradley & Co Private Wealth Management left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.02% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #99 holding.
Bradley & Co Private Wealth Management first reported a position in Wells Fargo in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's Wells Fargo position peaked at $48.6K in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.