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Bright Financial Advisors’s Wells Fargo WFC Stock Holding History

Bright Financial Advisors’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
-2,411
Closed -$225K – 70
2025
Q4 		$225K Hold
2,411
– – 0.11% 58
2025
Q3 		$202K Buy
+2,411
New +$196K 0.1% 62

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bright Financial Advisors's WFC Position: Q1 2026 in Review

Bright Financial Advisors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,411 shares — an estimated $225K sold.

Bright Financial Advisors first reported a position in WFC in Q3 2025 and held it in 2 quarters. The position peaked at $225K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Bright Financial Advisors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Bright Financial Advisors sold 2,411 Wells Fargo shares in Q1 2026, an estimated $225K.
  • Bright Financial Advisors first reported a position in Wells Fargo in Q3 2025 and held it in 2 quarters.
  • Bright Financial Advisors's Wells Fargo position peaked at $225K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.