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Brookstone Capital Management’s Wells Fargo WFC Stock Holding History

Brookstone Capital Management’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 		$15M Buy
181,375
+128,022
+240% +$10.3M 0.15% 163
2026
Q1 		$4.25M Buy
53,353
+4,186
+9% +$360K 0.05% 351
2025
Q4 		$4.58M Buy
49,167
+2,564
+6% +$223K 0.05% 326
2025
Q3 		$3.91M Buy
46,603
+2,565
+6% +$208K 0.05% 345
2025
Q2 		$3.53M Buy
44,038
+3,408
+8% +$246K 0.05% 335
2025
Q1 		$2.92M Buy
40,630
+22,954
+130% +$1.72M 0.04% 343
2024
Q4 		$1.24M Buy
17,676
+1,726
+11% +$118K 0.02% 471
2024
Q3 		$901K Sell
15,950
-112
-0.7% -$6.33K 0.01% 545
2024
Q2 		$978K Sell
16,062
-3,414
-18% -$202K 0.02% 505
2024
Q1 		$1.13M Buy
19,476
+1,263
+7% +$66.1K 0.02% 463
2023
Q4 		$896K Sell
18,213
-97
-0.5% -$4.19K 0.02% 483
2023
Q3 		$754K Sell
18,310
-1,267
-6% -$54.7K 0.02% 489
2023
Q2 		$837K Buy
19,577
+1,290
+7% +$51.9K 0.02% 470
2023
Q1 		$755K Buy
18,287
+385
+2% +$16.8K 0.01% 505
2022
Q4 		$766K Buy
17,902
+981
+6% +$43.4K 0.02% 484
2022
Q3 		$685K Buy
16,921
+747
+5% +$32.1K 0.02% 495
2022
Q2 		$650K Sell
16,174
-10,207
-39% -$448K 0.01% 513
2022
Q1 		$1.3M Buy
26,381
+10,550
+67% +$565K 0.03% 353
2021
Q4 		$867K Sell
15,831
-14
-0.1% -$689 0.01% 422
2021
Q3 		$730K Buy
15,845
+648
+4% +$30K 0.01% 433
2021
Q2 		$657K Buy
15,197
+5,984
+65% +$267K 0.01% 436
2021
Q1 		$360K Sell
9,213
-444
-5% -$15.7K 0.01% 379
2020
Q4 		$291K Sell
9,657
-3,059
-24% -$79.2K 0.01% 386
2020
Q3 		$299K Sell
12,716
-75,803
-86% -$1.87M 0.01% 338
2020
Q2 		$2.27M Buy
88,519
+2,094
+2% +$57.3K 0.14% 107
2020
Q1 		$2.48M Buy
86,425
+63,342
+274% +$2.69M 0.14% 97
2019
Q4 		$1.24M Sell
23,083
-448
-2% -$23.5K 0.06% 153
2019
Q3 		$1.19M Buy
23,531
+13,294
+130% +$626K 0.06% 166
2019
Q2 		$484K Buy
10,237
+1,373
+15% +$64.2K 0.03% 272
2019
Q1 		$428K Sell
8,864
-315
-3% -$15.5K 0.03% 274
2018
Q4 		$423K Sell
9,179
-82,775
-90% -$4.24M 0.03% 192
2018
Q3 		$4.83M Sell
91,954
-7,978
-8% -$456K 0.37% 73
2018
Q2 		$5.54M Sell
99,932
-3,158
-3% -$169K 0.48% 52
2018
Q1 		$5.4M Buy
103,090
+2,710
+3% +$161K 0.49% 69
2017
Q4 		$6.09M Buy
100,380
+84,719
+541% +$4.78M 0.55% 47
2017
Q3 		$864K Sell
15,661
-506
-3% -$26.9K 0.08% 154
2017
Q2 		$896K Buy
16,167
+1,718
+12% +$92K 0.09% 150
2017
Q1 		$804K Sell
14,449
-1,248
-8% -$70.8K 0.08% 146
2016
Q4 		$865K Sell
15,697
-536
-3% -$27K 0.1% 141
2016
Q3 		$719K Buy
16,233
+2,578
+19% +$123K 0.08% 151
2016
Q2 		$646K Buy
13,655
+4,510
+49% +$220K 0.08% 151
2016
Q1 		$443K Sell
9,145
-4,039
-31% -$198K 0.07% 162
2015
Q4 		$717K Buy
13,184
+3,850
+41% +$209K 0.14% 60
2015
Q3 		$479K Sell
9,334
-4,560
-33% -$251K 0.09% 77
2015
Q2 		$781K Sell
13,894
-3,680
-21% -$205K 0.1% 107
2015
Q1 		$956K Buy
17,574
+4,833
+38% +$261K 0.14% 86
2014
Q4 		$698K Sell
12,741
-7,188
-36% -$381K 0.12% 92
2014
Q3 		$1.03M Buy
19,929
+11,813
+146% +$608K 0.19% 47
2014
Q2 		$427K Buy
8,116
+167
+2% +$8.39K 0.09% 67
2014
Q1 		$395K Buy
7,949
+1,266
+19% +$59K 0.1% 74
2013
Q4 		$303K Buy
+6,683
New +$289K 0.09% 82

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Brookstone Capital Management's WFC Position: Q2 2026 in Review

Brookstone Capital Management increased its Wells Fargo (WFC) stake by 240% in Q2 2026, buying an estimated $10.3M and bringing the position to 181,375 shares worth $15M. The position accounts for 0.15% of the portfolio, ranked #163.

Brookstone Capital Management first reported a position in WFC in Q4 2013 and has held it in 51 quarters since. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Brookstone Capital Management held 181,375 shares of Wells Fargo worth $15M as of Q2 2026.
  • Brookstone Capital Management bought 128,022 Wells Fargo shares in Q2 2026, an estimated $10.3M.
  • Wells Fargo made up 0.15% of Brookstone Capital Management's portfolio in Q2 2026, its #163 holding.
  • Brookstone Capital Management first reported a position in Wells Fargo in Q4 2013 and has held it in 51 quarters since.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.