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BSW Wealth Partners’s Wells Fargo WFC Stock Holding History

BSW Wealth Partners’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 		$284K Sell
3,438
-85
-2% -$6.83K 0.03% 262
2026
Q1 		$280K Buy
3,523
+62
+2% +$5.33K 0.03% 257
2025
Q4 		$323K Sell
3,461
-23
-0.7% -$2K 0.04% 232
2025
Q3 		$292K Buy
3,484
+398
+13% +$32.3K 0.04% 255
2025
Q2 		$247K Buy
3,086
+4
+0.1% +$288 0.03% 274
2025
Q1 		$221K Sell
3,082
-186
-6% -$14K 0.03% 276
2024
Q4 		$230K Buy
+3,268
New +$223K 0.03% 278
2020
Q1 		– Sell
-5,605
Closed -$302K – 138
2019
Q4 		$302K Buy
5,605
+408
+8% +$21.4K 0.1% 98
2019
Q3 		$262K Buy
5,197
+540
+12% +$25.4K 0.1% 83
2019
Q2 		$220K Sell
4,657
-207
-4% -$9.68K 0.08% 94
2019
Q1 		$235K Buy
4,864
+171
+4% +$8.41K 0.09% 83
2018
Q4 		$216K Sell
4,693
-15
-0.3% -$768 0.08% 81
2018
Q3 		$247K Sell
4,708
-105
-2% -$6K 0.09% 108
2018
Q2 		$267K Buy
4,813
+401
+9% +$21.5K 0.12% 70
2018
Q1 		$231K Buy
4,412
+214
+5% +$12.7K 0.1% 72
2017
Q4 		$255K Buy
+4,198
New +$237K 0.11% 73

Other funds holding WFC

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

BSW Wealth Partners's WFC Position: Q2 2026 in Review

BSW Wealth Partners reduced its Wells Fargo (WFC) stake by 2.4% in Q2 2026, selling an estimated $6.83K and leaving 3,438 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #262.

BSW Wealth Partners first reported a position in WFC in Q4 2017 and has held it in 16 quarters since. The position peaked at $323K in Q4 2025. 969 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • BSW Wealth Partners held 3,438 shares of Wells Fargo worth $284K as of Q2 2026.
  • BSW Wealth Partners sold 85 Wells Fargo shares in Q2 2026, an estimated $6.83K.
  • Wells Fargo made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #262 holding.
  • BSW Wealth Partners first reported a position in Wells Fargo in Q4 2017 and has held it in 16 quarters since.
  • BSW Wealth Partners's Wells Fargo position peaked at $323K in Q4 2025.
  • 969 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.