Brandywine Oak Private Wealth’s Wells Fargo WFC Stock Holding History

Brandywine Oak Private Wealth’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 Q3	$307K	Hold	3,829	–	–	0.02%	194
2026 Q2	$316K	Sell	3,829 -24	-0.6%	-$1.93K	0.02%	194
2026 Q1	$307K	Hold	3,853	–	–	0.03%	186
2025 Q4	$359K	Hold	3,853	–	–	0.03%	176
2025 Q3	$323K	Hold	3,853	–	–	0.03%	184
2025 Q2	$309K	Sell	3,853 -7,084	-65%	-$511K	0.03%	183
2025 Q1	$785K	Buy	+10,937	New	+$821K	0.08%	116
2023 Q3	–	Sell	-9,551	Closed	-$408K	–	241
2023 Q2	$408K	Buy	+9,551	New	+$384K	0.05%	172
2022 Q2	–	Sell	-12,315	Closed	-$596K	–	351
2022 Q1	$596K	Buy	+12,315	New	+$659K	0.07%	180
2020 Q1	–	Sell	-3,772	Closed	-$202K	–	262
2019 Q4	$202K	Buy	+3,772	New	+$198K	0.04%	233
2019 Q1	–	Sell	-5,732	Closed	-$264K	–	632
2018 Q4	$264K	Buy	+5,732	New	+$294K	0.06%	161

Other funds holding WFC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Brandywine Oak Private Wealth's WFC Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its Wells Fargo (WFC) position steady in Q3 2026 at 3,829 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #194.

Brandywine Oak Private Wealth first reported a position in WFC in Q4 2018 and has held it in 11 quarters since. The position peaked at $785K in Q1 2025. 1,602 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Brandywine Oak Private Wealth held 3,829 shares of Wells Fargo worth $307K as of Q3 2026.
Brandywine Oak Private Wealth left its Wells Fargo share count unchanged in Q3 2026.
Wells Fargo made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #194 holding.
Brandywine Oak Private Wealth first reported a position in Wells Fargo in Q4 2018 and has held it in 11 quarters since.
Brandywine Oak Private Wealth's Wells Fargo position peaked at $785K in Q1 2025.
1,602 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.