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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brio Consultants's WFC Position: Q1 2026 in Review

Brio Consultants increased its Wells Fargo (WFC) stake by 110% in Q1 2026, buying an estimated $390K and bringing the position to 8,663 shares worth $692K. The position accounts for 0.08% of the portfolio, ranked #91.

Brio Consultants first reported a position in WFC in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.9M in Q4 2019. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Brio Consultants held 8,663 shares of Wells Fargo worth $692K as of Q1 2026.
Brio Consultants bought 4,540 Wells Fargo shares in Q1 2026, an estimated $390K.
Wells Fargo made up 0.08% of Brio Consultants's portfolio in Q1 2026, its #91 holding.
Brio Consultants first reported a position in Wells Fargo in Q4 2018 and has held it in 21 quarters since.
Brio Consultants's Wells Fargo position peaked at $2.9M in Q4 2019.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.