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BridgePort Financial Solutions’s Wells Fargo WFC Stock Holding History

BridgePort Financial Solutions’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 		$468K Buy
5,663
+285
+5% +$22.9K 0.12% 142
2026
Q1 		$428K Buy
5,378
+89
+2% +$7.64K 0.12% 138
2025
Q4 		$493K Buy
5,289
+780
+17% +$67.7K 0.13% 129
2025
Q3 		$378K Buy
+4,509
New +$366K 0.1% 154

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

BridgePort Financial Solutions's WFC Position: Q2 2026 in Review

BridgePort Financial Solutions increased its Wells Fargo (WFC) stake by 5.3% in Q2 2026, buying an estimated $22.9K and bringing the position to 5,663 shares worth $468K. The position accounts for 0.12% of the portfolio, ranked #142.

BridgePort Financial Solutions first reported a position in WFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $493K in Q4 2025. 1,029 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • BridgePort Financial Solutions held 5,663 shares of Wells Fargo worth $468K as of Q2 2026.
  • BridgePort Financial Solutions bought 285 Wells Fargo shares in Q2 2026, an estimated $22.9K.
  • Wells Fargo made up 0.12% of BridgePort Financial Solutions's portfolio in Q2 2026, its #142 holding.
  • BridgePort Financial Solutions first reported a position in Wells Fargo in Q3 2025 and has held it in 4 quarters since.
  • BridgePort Financial Solutions's Wells Fargo position peaked at $493K in Q4 2025.
  • 1,029 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.