Brio Consultants’s Wells Fargo WFC Stock Holding History

Brio Consultants’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	$576K	Sell	6,974 -1,689	-19%	-$136K	0.07%	102
2026 Q1	$692K	Buy	8,663 +4,540	+110%	+$390K	0.08%	91
2025 Q4	$384K	Buy	4,123 +327	+9%	+$28.4K	0.05%	106
2025 Q3	$318K	Hold	3,796	–	–	0.04%	107
2025 Q2	$304K	Hold	3,796	–	–	0.04%	107
2025 Q1	$273K	Buy	3,796 +27	+0.7%	+$2.03K	0.04%	99
2024 Q4	$265K	Hold	3,769	–	–	0.04%	99
2024 Q3	$213K	Hold	3,769	–	–	0.03%	102
2024 Q2	$224K	Hold	3,769	–	–	0.04%	94
2024 Q1	$218K	Buy	+3,769	New	+$197K	0.04%	92
2021 Q4	–	Sell	-47,079	Closed	-$2.19M	–	79
2021 Q3	$2.19M	Sell	47,079 -4,535	-9%	-$210K	0.53%	29
2021 Q2	$2.34M	Sell	51,614 -1,512	-3%	-$67.5K	0.6%	29
2021 Q1	$2.08M	Hold	53,126	–	–	0.61%	28
2020 Q4	$1.6M	Sell	53,126 -111	-0.2%	-$2.87K	0.52%	29
2020 Q3	$1.25M	Hold	53,237	–	–	0.38%	33
2020 Q2	$1.36M	Sell	53,237 -648	-1%	-$17.7K	0.46%	31
2020 Q1	$1.55M	Buy	53,885 +2	+0%	+$85	0.62%	25
2019 Q4	$2.9M	Buy	53,883 +7	+0%	+$367	0.98%	23
2019 Q3	$2.72M	Buy	53,876 +5,680	+12%	+$268K	1.02%	24
2019 Q2	$2.28M	Buy	48,196 +32,521	+207%	+$1.52M	0.92%	25
2019 Q1	$757K	Buy	15,675 +46	+0.3%	+$2.26K	0.34%	35
2018 Q4	$720K	Buy	+15,629	New	+$801K	0.37%	32

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

Brio Consultants's WFC Position: Q2 2026 in Review

Brio Consultants reduced its Wells Fargo (WFC) stake by 19% in Q2 2026, selling an estimated $136K and leaving 6,974 shares worth $576K. The position accounts for 0.07% of the portfolio, ranked #102.

Brio Consultants first reported a position in WFC in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.9M in Q4 2019. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Brio Consultants held 6,974 shares of Wells Fargo worth $576K as of Q2 2026.
Brio Consultants sold 1,689 Wells Fargo shares in Q2 2026, an estimated $136K.
Wells Fargo made up 0.07% of Brio Consultants's portfolio in Q2 2026, its #102 holding.
Brio Consultants first reported a position in Wells Fargo in Q4 2018 and has held it in 22 quarters since.
Brio Consultants's Wells Fargo position peaked at $2.9M in Q4 2019.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.