BMA
WFC icon

Brooks Moore & Associates’s Wells Fargo WFC Stock Holding History

Brooks Moore & Associates’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 		$1.07M Hold
13,485
– – 0.54% 51
2025
Q4 		$1.26M Hold
13,485
– – 0.62% 52
2025
Q3 		$1.13M Buy
13,485
+200
+2% +$16.2K 0.57% 53
2025
Q2 		$1.07M Sell
13,285
-200
-1% -$14.4K 0.58% 51
2025
Q1 		$968K Hold
13,485
– – 0.55% 51
2024
Q4 		$947K Sell
13,485
-750
-5% -$51.2K 0.56% 49
2024
Q3 		$804K Buy
14,235
+135
+1% +$7.63K 0.47% 54
2024
Q2 		$837K Hold
14,100
– – 0.54% 49
2024
Q1 		$817K Hold
14,100
– – 0.52% 49
2023
Q4 		$694K Hold
14,100
– – 0.48% 50
2023
Q3 		$576K Sell
14,100
-108
-0.8% -$4.66K 0.43% 56
2023
Q2 		$606K Hold
14,208
– – 0.43% 58
2023
Q1 		$531K Sell
14,208
-125
-0.9% -$5.45K 0.38% 59
2022
Q4 		$592K Sell
14,333
-400
-3% -$17.7K 0.43% 52
2022
Q3 		$593K Hold
14,733
– – 0.48% 47
2022
Q2 		$577K Sell
14,733
-7,900
-35% -$347K 0.42% 55
2022
Q1 		$1.1M Sell
22,633
-15,812
-41% -$846K 0.67% 45
2021
Q4 		$1.84M Hold
38,445
– – 1.08% 36
2021
Q3 		$1.78M Sell
38,445
-477
-1% -$22.1K 1.17% 35
2021
Q2 		$1.76M Sell
38,922
-3,990
-9% -$178K 1.12% 37
2021
Q1 		$1.68M Buy
42,912
+5,360
+14% +$190K 1.14% 37
2020
Q4 		$1.13M Sell
37,552
-194
-0.5% -$5.02K 0.88% 41
2020
Q3 		$887K Buy
37,746
+8,809
+30% +$217K 0.76% 43
2020
Q2 		$741K Buy
28,937
+1,629
+6% +$44.6K 0.69% 47
2020
Q1 		$784K Buy
27,308
+6,180
+29% +$263K 0.83% 40
2019
Q4 		$1.14M Sell
21,128
-199
-0.9% -$10.4K 0.9% 38
2019
Q3 		$1.08M Buy
21,327
+524
+3% +$24.7K 0.91% 40
2019
Q2 		$984K Hold
20,803
– – 0.85% 48
2019
Q1 		$1M Hold
20,803
– – 0.92% 42
2018
Q4 		$959K Buy
+20,803
New +$1.07M 0.97% 40

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

Brooks Moore & Associates's WFC Position: Q1 2026 in Review

Brooks Moore & Associates held its Wells Fargo (WFC) position steady in Q1 2026 at 13,485 shares worth $1.07M. The position accounts for 0.54% of the portfolio, ranked #51.

Brooks Moore & Associates first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.84M in Q4 2021. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Brooks Moore & Associates held 13,485 shares of Wells Fargo worth $1.07M as of Q1 2026.
  • Brooks Moore & Associates left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.54% of Brooks Moore & Associates's portfolio in Q1 2026, its #51 holding.
  • Brooks Moore & Associates first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
  • Brooks Moore & Associates's Wells Fargo position peaked at $1.84M in Q4 2021.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.