Brooklyn Investment Group’s Wells Fargo WFC Stock Holding History

Brooklyn Investment 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 Q1	$6.27M	Buy	78,765 +16,892	+27%	+$1.45M	0.2%	77
2025 Q4	$5.85M	Buy	61,873 +31,001	+100%	+$2.69M	0.27%	62
2025 Q3	$2.45M	Sell	30,872 -1,332	-4%	-$108K	0.33%	57
2025 Q2	$2.58M	Buy	32,204 +5,749	+22%	+$415K	0.34%	53
2025 Q1	$1.9M	Buy	26,455 +3,186	+14%	+$239K	0.41%	33
2024 Q4	$1.63M	Buy	23,269 +1,051	+5%	+$71.8K	0.49%	31
2024 Q3	$1.26M	Buy	22,218 +1,776	+9%	+$100K	0.41%	43
2024 Q2	$1.18M	Hold	20,442	–	–	0.51%	43
2024 Q1	$1.18M	Sell	20,442 -507	-2%	-$26.5K	0.51%	43
2023 Q4	$1.03M	Buy	+20,949	New	+$904K	0.49%	43

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

Brooklyn Investment Group's WFC Position: Q1 2026 in Review

Brooklyn Investment Group increased its Wells Fargo (WFC) stake by 27% in Q1 2026, buying an estimated $1.45M and bringing the position to 78,765 shares worth $6.27M. The position accounts for 0.2% of the portfolio, ranked #77.

Brooklyn Investment Group first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Brooklyn Investment Group held 78,765 shares of Wells Fargo worth $6.27M as of Q1 2026.
Brooklyn Investment Group bought 16,892 Wells Fargo shares in Q1 2026, an estimated $1.45M.
Wells Fargo made up 0.2% of Brooklyn Investment Group's portfolio in Q1 2026, its #77 holding.
Brooklyn Investment Group first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.