BFS
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Bradley Foster & Sargent’s Wells Fargo WFC Stock Holding History

Bradley Foster & Sargent’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 		$4.97M Sell
62,414
-1,757
-3% -$151K 0.08% 151
2025
Q4 		$5.98M Sell
64,171
-310
-0.5% -$26.9K 0.09% 143
2025
Q3 		$5.4M Sell
64,481
-1,990
-3% -$161K 0.08% 150
2025
Q2 		$5.33M Buy
66,471
+620
+0.9% +$44.7K 0.08% 151
2025
Q1 		$4.73M Sell
65,851
-969
-1% -$72.8K 0.08% 146
2024
Q4 		$4.69M Sell
66,820
-968
-1% -$66.1K 0.08% 153
2024
Q3 		$3.83M Sell
67,788
-2,751
-4% -$156K 0.06% 158
2024
Q2 		$4.19M Sell
70,539
-926
-1% -$54.7K 0.08% 154
2024
Q1 		$4.14M Sell
71,465
-630
-0.9% -$33K 0.07% 160
2023
Q4 		$3.55M Sell
72,095
-4,088
-5% -$176K 0.07% 166
2023
Q3 		$3.25M Hold
76,183
– – 0.07% 170
2023
Q2 		$3.25M Sell
76,183
-1,425
-2% -$57.4K 0.07% 170
2023
Q1 		$2.9M Buy
77,608
+880
+1% +$38.4K 0.07% 162
2022
Q4 		$3.17M Buy
76,728
+400
+0.5% +$17.7K 0.08% 151
2022
Q3 		$3.07M Sell
76,328
-1,525
-2% -$65.5K 0.08% 147
2022
Q2 		$3.05M Sell
77,853
-3,030
-4% -$133K 0.08% 157
2022
Q1 		$3.92M Buy
80,883
+2,595
+3% +$139K 0.08% 154
2021
Q4 		$3.76M Buy
78,288
+1,226
+2% +$60.4K 0.08% 151
2021
Q3 		$3.58M Sell
77,062
-194
-0.3% -$8.98K 0.08% 143
2021
Q2 		$3.5M Buy
77,256
+813
+1% +$36.3K 0.08% 145
2021
Q1 		$2.99M Buy
76,443
+20,555
+37% +$728K 0.08% 154
2020
Q4 		$1.69M Buy
55,888
+3,700
+7% +$95.8K 0.04% 184
2020
Q3 		$1.23M Buy
+52,188
New +$1.29M 0.04% 190
2020
Q1 		$3.16M Buy
110,149
+13,490
+14% +$573K 0.13% 115
2019
Q4 		$5.2M Sell
96,659
-1,841
-2% -$96.4K 0.16% 110
2019
Q3 		$4.97M Sell
98,500
-8,744
-8% -$412K 0.17% 107
2019
Q2 		$5.08M Sell
107,244
-12,357
-10% -$578K 0.17% 106
2019
Q1 		$5.78M Sell
119,601
-3,742
-3% -$184K 0.2% 96
2018
Q4 		$5.68M Sell
123,343
-76
-0.1% -$3.89K 0.23% 89
2018
Q3 		$6.49M Sell
123,419
-4,156
-3% -$237K 0.22% 97
2018
Q2 		$7.07M Sell
127,575
-16,877
-12% -$904K 0.25% 89
2018
Q1 		$7.57M Sell
144,452
-304,538
-68% -$18.1M 0.29% 79
2017
Q4 		$27.2M Buy
448,990
+319,660
+247% +$18.1M 0.99% 33
2017
Q3 		$7.13M Buy
129,330
+152
+0.1% +$8.08K 0.27% 89
2017
Q2 		$7.16M Sell
129,178
-6,329
-5% -$339K 0.29% 87
2017
Q1 		$7.54M Sell
135,507
-98,410
-42% -$5.58M 0.3% 85
2016
Q4 		$12.9M Sell
233,917
-145,125
-38% -$7.3M 0.55% 65
2016
Q3 		$16.8M Sell
379,042
-228,417
-38% -$10.9M 0.74% 48
2016
Q2 		$28.8M Sell
607,459
-7,771
-1% -$379K 1.29% 21
2016
Q1 		$29.8M Buy
615,230
+21,422
+4% +$1.05M 1.38% 21
2015
Q4 		$32.3M Buy
593,808
+2,937
+0.5% +$159K 1.48% 17
2015
Q3 		$30.3M Buy
590,871
+16,405
+3% +$902K 1.49% 17
2015
Q2 		$32.3M Buy
574,466
+10,320
+2% +$575K 1.47% 16
2015
Q1 		$30.7M Buy
564,146
+17,892
+3% +$967K 1.4% 18
2014
Q4 		$29.9M Buy
546,254
+5,803
+1% +$307K 1.41% 18
2014
Q3 		$28M Buy
540,451
+12,009
+2% +$618K 1.33% 19
2014
Q2 		$27.8M Buy
528,442
+4,440
+0.8% +$223K 1.35% 19
2014
Q1 		$26.1M Buy
524,002
+28,986
+6% +$1.35M 1.35% 18
2013
Q4 		$22.5M Buy
495,016
+42,785
+9% +$1.85M 1.19% 24
2013
Q3 		$18.7M Buy
452,231
+63,596
+16% +$2.71M 1.09% 28
2013
Q2 		$16M Buy
+388,635
New +$15.1M 0.99% 32

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

Bradley Foster & Sargent's WFC Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its Wells Fargo (WFC) stake by 2.7% in Q1 2026, selling an estimated $151K and leaving 62,414 shares worth $4.97M. The position accounts for 0.08% of the portfolio, ranked #151.

Bradley Foster & Sargent first reported a position in WFC in Q2 2013 and has held it in 51 quarters since. The position peaked at $32.3M in Q2 2015. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Bradley Foster & Sargent held 62,414 shares of Wells Fargo worth $4.97M as of Q1 2026.
  • Bradley Foster & Sargent sold 1,757 Wells Fargo shares in Q1 2026, an estimated $151K.
  • Wells Fargo made up 0.08% of Bradley Foster & Sargent's portfolio in Q1 2026, its #151 holding.
  • Bradley Foster & Sargent first reported a position in Wells Fargo in Q2 2013 and has held it in 51 quarters since.
  • Bradley Foster & Sargent's Wells Fargo position peaked at $32.3M in Q2 2015.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.