Bridgewealth Advisory Group’s Wells Fargo WFC Stock Holding History

Bridgewealth Advisory Group’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	$1.11M	Buy	13,393 +2	+0%	+$161	0.21%	53
2026 Q1	$1.07M	Buy	13,391 +14	+0.1%	+$1.2K	0.22%	52
2025 Q4	$1.25M	Sell	13,377 -3,172	-19%	-$275K	0.28%	52
2025 Q3	$1.39M	Buy	16,549 +1	+0%	+$81	0.32%	47
2025 Q2	$1.33M	Buy	+16,548	New	+$1.19M	0.34%	46
2025 Q1	–	Sell	-16,545	Closed	-$1.3M	–	115
2024 Q4	$1.3M	Buy	16,545 +8,729	+112%	+$596K	0.37%	42
2024 Q3	$442K	Buy	7,816 +2,422	+45%	+$137K	0.16%	54
2024 Q2	$320K	Buy	5,394 +1	+0%	+$59	0.14%	54
2024 Q1	$313K	Buy	5,393 +1	+0%	+$52	0.15%	53
2023 Q4	$265K	Sell	5,392 -398	-7%	-$17.2K	0.2%	58
2023 Q3	$237K	Sell	5,790 -66	-1%	-$2.85K	0.29%	53
2023 Q2	$250K	Buy	5,856 +1	+0%	+$40	0.41%	45
2023 Q1	$219K	Buy	5,855 +401	+7%	+$17.5K	0.4%	48
2022 Q4	$225K	Buy	+5,454	New	+$241K	0.44%	47

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Bridgewealth Advisory Group's WFC Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Wells Fargo (WFC) stake by 0.01% in Q2 2026, buying an estimated $161 and bringing the position to 13,393 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #53.

Bridgewealth Advisory Group first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.39M in Q3 2025. 1,000 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Bridgewealth Advisory Group held 13,393 shares of Wells Fargo worth $1.11M as of Q2 2026.
Bridgewealth Advisory Group bought 2 Wells Fargo shares in Q2 2026, an estimated $161.
Wells Fargo made up 0.21% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #53 holding.
Bridgewealth Advisory Group first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
Bridgewealth Advisory Group's Wells Fargo position peaked at $1.39M in Q3 2025.
1,000 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.