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Bridge Generations Wealth Management’s Wells Fargo WFC Stock Holding History

Bridge Generations 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 		– Sell
-962
Closed -$89.7K – 118
2025
Q4 		$89.7K Buy
962
+682
+244% +$59.2K 0.06% 39
2025
Q3 		$23.5K Hold
280
– – 0.02% 52
2025
Q2 		$22.5K Hold
280
– – 0.01% 47
2025
Q1 		$20.1K Hold
280
– – 0.01% 53
2024
Q4 		$19.7K Buy
+280
New +$19.1K 0.01% 39

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bridge Generations Wealth Management's WFC Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 962 shares — an estimated $89.7K sold.

Bridge Generations Wealth Management first reported a position in WFC in Q4 2024 and held it in 5 quarters. The position peaked at $89.7K in Q4 2025. 2,814 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Bridge Generations Wealth Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 962 Wells Fargo shares in Q1 2026, an estimated $89.7K.
  • Bridge Generations Wealth Management first reported a position in Wells Fargo in Q4 2024 and held it in 5 quarters.
  • Bridge Generations Wealth Management's Wells Fargo position peaked at $89.7K in Q4 2025.
  • 2,814 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.