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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Brandywine Oak Private Wealth's WFC Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Wells Fargo (WFC) stake by 0.62% in Q2 2026, selling an estimated $1.93K and leaving 3,829 shares worth $316K. 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 10 quarters since. The position peaked at $785K in Q1 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Brandywine Oak Private Wealth held 3,829 shares of Wells Fargo worth $316K as of Q2 2026.
Brandywine Oak Private Wealth sold 24 Wells Fargo shares in Q2 2026, an estimated $1.93K.
Wells Fargo made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #194 holding.
Brandywine Oak Private Wealth first reported a position in Wells Fargo in Q4 2018 and has held it in 10 quarters since.
Brandywine Oak Private Wealth's Wells Fargo position peaked at $785K in Q1 2025.
1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.