Brewster Financial Planning’s Wells Fargo WFC Stock Holding History

Brewster Financial Planning’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	$408K	Buy	4,941 +24	+0.5%	+$1.93K	0.22%	22
2026 Q1	$391K	Buy	4,917 +24	+0.5%	+$2.06K	0.24%	21
2025 Q4	$456K	Buy	4,893 +22	+0.5%	+$1.91K	0.28%	18
2025 Q3	$408K	Buy	4,871 +23	+0.5%	+$1.86K	0.26%	18
2025 Q2	$388K	Buy	4,848 +22	+0.5%	+$1.59K	0.26%	18
2025 Q1	$346K	Buy	4,826 +22	+0.5%	+$1.65K	0.26%	18
2024 Q4	$337K	Buy	+4,804	New	+$328K	0.26%	16

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brewster Financial Planning's WFC Position: Q2 2026 in Review

Brewster Financial Planning increased its Wells Fargo (WFC) stake by 0.49% in Q2 2026, buying an estimated $1.93K and bringing the position to 4,941 shares worth $408K. The position accounts for 0.22% of the portfolio, ranked #22.

Brewster Financial Planning first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $456K in Q4 2025. 2,851 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Brewster Financial Planning held 4,941 shares of Wells Fargo worth $408K as of Q2 2026.
Brewster Financial Planning bought 24 Wells Fargo shares in Q2 2026, an estimated $1.93K.
Wells Fargo made up 0.22% of Brewster Financial Planning's portfolio in Q2 2026, its #22 holding.
Brewster Financial Planning first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Brewster Financial Planning's Wells Fargo position peaked at $456K in Q4 2025.
2,851 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.