Bruce G. Allen Investments’s Wells Fargo WFC Stock Holding History

Bruce G. Allen Investments’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	$392K	Sell	4,745 -92	-2%	-$7.39K	0.25%	46
2026 Q1	$385K	Buy	4,837 +171	+4%	+$14.7K	0.25%	46
2025 Q4	$435K	Sell	4,666 -332	-7%	-$28.8K	0.29%	41
2025 Q3	$419K	Buy	4,998 +358	+8%	+$29K	0.3%	41
2025 Q2	$372K	Buy	4,640 +53	+1%	+$3.82K	0.28%	43
2025 Q1	$329K	Sell	4,587 -583	-11%	-$43.8K	0.26%	46
2024 Q4	$363K	Sell	5,170 -219	-4%	-$15K	0.29%	45
2024 Q3	$304K	Sell	5,389 -12	-0.2%	-$679	0.24%	54
2024 Q2	$321K	Buy	5,401 +296	+6%	+$17.5K	0.27%	48
2024 Q1	$296K	Sell	5,105 -696	-12%	-$36.4K	0.24%	54
2023 Q4	$286K	Buy	+5,801	New	+$250K	0.26%	50

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bruce G. Allen Investments's WFC Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Wells Fargo (WFC) stake by 1.9% in Q2 2026, selling an estimated $7.39K and leaving 4,745 shares worth $392K. The position accounts for 0.25% of the portfolio, ranked #46.

Bruce G. Allen Investments first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $435K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Bruce G. Allen Investments held 4,745 shares of Wells Fargo worth $392K as of Q2 2026.
Bruce G. Allen Investments sold 92 Wells Fargo shares in Q2 2026, an estimated $7.39K.
Wells Fargo made up 0.25% of Bruce G. Allen Investments's portfolio in Q2 2026, its #46 holding.
Bruce G. Allen Investments first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Wells Fargo position peaked at $435K in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.