Brown Miller Wealth Management’s Wells Fargo WFC Stock Holding History

Brown Miller Wealth 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	$215K	Sell	2,600 -4,403	-63%	-$354K	0.05%	197
2026 Q1	$558K	Sell	7,003 -195	-3%	-$16.7K	0.16%	110
2025 Q4	$671K	Sell	7,198 -226	-3%	-$19.6K	0.19%	85
2025 Q3	$622K	Buy	7,424 +3,060	+70%	+$248K	0.18%	90
2025 Q2	$350K	Buy	+4,364	New	+$315K	0.11%	144
2024 Q1	–	Sell	-6,338	Closed	-$312K	–	126
2023 Q4	$312K	Sell	6,338 -995	-14%	-$42.9K	0.16%	101
2023 Q3	$300K	Buy	+7,333	New	+$317K	0.17%	101
2021 Q4	–	Sell	-4,574	Closed	-$212K	–	123
2021 Q3	$212K	Buy	+4,574	New	+$212K	0.13%	113

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Brown Miller Wealth Management's WFC Position: Q2 2026 in Review

Brown Miller Wealth Management reduced its Wells Fargo (WFC) stake by 63% in Q2 2026, selling an estimated $354K and leaving 2,600 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #197.

Brown Miller Wealth Management first reported a position in WFC in Q3 2021 and has held it in 8 quarters since. The position peaked at $671K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Brown Miller Wealth Management held 2,600 shares of Wells Fargo worth $215K as of Q2 2026.
Brown Miller Wealth Management sold 4,403 Wells Fargo shares in Q2 2026, an estimated $354K.
Wells Fargo made up 0.05% of Brown Miller Wealth Management's portfolio in Q2 2026, its #197 holding.
Brown Miller Wealth Management first reported a position in Wells Fargo in Q3 2021 and has held it in 8 quarters since.
Brown Miller Wealth Management's Wells Fargo position peaked at $671K in Q4 2025.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.