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Brookwood Investment Group’s Wells Fargo WFC Stock Holding History

Brookwood 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 		– Sell
-7,973
Closed -$743K – 604
2025
Q4 		$743K Buy
+7,973
New +$692K 0.09% 213
2025
Q3 		– Sell
-7,758
Closed -$622K – 553
2025
Q2 		$622K Sell
7,758
-8,004
-51% -$577K 0.1% 201
2025
Q1 		$1.13M Buy
+15,762
New +$1.18M 0.19% 102

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

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

Brookwood Investment Group sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 7,973 shares — an estimated $743K sold.

Brookwood Investment Group first reported a position in WFC in Q1 2025 and held it in 3 quarters. The position peaked at $1.13M in Q1 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Brookwood Investment Group reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 7,973 Wells Fargo shares in Q1 2026, an estimated $743K.
  • Brookwood Investment Group first reported a position in Wells Fargo in Q1 2025 and held it in 3 quarters.
  • Brookwood Investment Group's Wells Fargo position peaked at $1.13M in Q1 2025.
  • 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.