Brown Financial Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$437K Buy
5,283
+98
+2% +$7.88K 0.15% 131
2026
Q1
$413K Buy
5,185
+57
+1% +$4.9K 0.16% 127
2025
Q4
$478K Sell
5,128
-113
-2% -$9.81K 0.17% 114
2025
Q3
$439K Buy
+5,241
New +$425K 0.16% 117

Other funds holding WFC

Brown Financial Advisors's WFC Position: Q2 2026 in Review

Brown Financial Advisors increased its Wells Fargo (WFC) stake by 1.9% in Q2 2026, buying an estimated $7.88K and bringing the position to 5,283 shares worth $437K. The position accounts for 0.15% of the portfolio, ranked #131.

Brown Financial Advisors first reported a position in WFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $478K in Q4 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Brown Financial Advisors held 5,283 shares of Wells Fargo worth $437K as of Q2 2026.
  • Brown Financial Advisors bought 98 Wells Fargo shares in Q2 2026, an estimated $7.88K.
  • Wells Fargo made up 0.15% of Brown Financial Advisors's portfolio in Q2 2026, its #131 holding.
  • Brown Financial Advisors first reported a position in Wells Fargo in Q3 2025 and has held it in 4 quarters since.
  • Brown Financial Advisors's Wells Fargo position peaked at $478K in Q4 2025.
  • 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.