Buckley Wealth Management’s Wells Fargo WFC Stock Holding History

Buckley 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	$207K	Buy	+2,500	New	+$201K	0.05%	102
2026 Q1	–	Sell	-2,500	Closed	-$233K	–	109
2025 Q4	$233K	Hold	2,500	–	–	0.06%	99
2025 Q3	$210K	Hold	2,500	–	–	0.06%	102
2025 Q2	$200K	Sell	2,500 -500	-17%	-$36.1K	0.06%	107
2025 Q1	$215K	Hold	3,000	–	–	0.07%	96
2024 Q4	$211K	Buy	+3,000	New	+$205K	0.06%	100
2023 Q1	–	Sell	-5,169	Closed	-$213K	–	109
2022 Q4	$213K	Sell	5,169 -79	-2%	-$3.5K	0.08%	103
2022 Q3	$211K	Sell	5,248 -156	-3%	-$6.7K	0.08%	108
2022 Q2	$212K	Sell	5,404 -20	-0.4%	-$878	0.07%	135
2022 Q1	$263K	Buy	5,424 +596	+12%	+$31.9K	0.07%	129
2021 Q4	$232K	Buy	+4,828	New	+$238K	0.07%	119
2020 Q2	–	Sell	-7,306	Closed	-$210K	–	128
2020 Q1	$210K	Buy	7,306 +174	+2%	+$7.4K	0.11%	112
2019 Q4	$384K	Hold	7,132	–	–	0.17%	97
2019 Q3	$360K	Sell	7,132 -8,531	-54%	-$402K	0.18%	99
2019 Q2	$741K	Sell	15,663 -1,758	-10%	-$82.2K	0.35%	55
2019 Q1	$842K	Sell	17,421 -837	-5%	-$41.2K	0.4%	45
2018 Q4	$841K	Sell	18,258 -6,992	-28%	-$358K	0.43%	41
2018 Q3	$1.33M	Buy	25,250 +99	+0.4%	+$5.65K	0.58%	37
2018 Q2	$1.39M	Buy	25,151 +2,372	+10%	+$127K	0.66%	36
2018 Q1	$1.19M	Buy	22,779 +152	+0.7%	+$9.03K	0.59%	39
2017 Q4	$1.37M	Buy	+22,627	New	+$1.28M	0.69%	37

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 $3.37T AUM 44.26% 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

Buckley Wealth Management's WFC Position: Q2 2026 in Review

Buckley Wealth Management opened a new position in Wells Fargo (WFC) in Q2 2026: 2,500 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #102 among its holdings. This is a return to the name: Buckley Wealth Management previously reported a position in WFC as recently as Q4 2025.

Buckley Wealth Management first reported a position in WFC in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.39M in Q2 2018. 2,851 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Buckley Wealth Management held 2,500 shares of Wells Fargo worth $207K as of Q2 2026.
Wells Fargo was a new Buckley Wealth Management position in Q2 2026.
Wells Fargo made up 0.05% of Buckley Wealth Management's portfolio in Q2 2026, its #102 holding.
Buckley Wealth Management first reported a position in Wells Fargo in Q4 2017 and has held it in 21 quarters since.
Buckley Wealth Management's Wells Fargo position peaked at $1.39M in Q2 2018.
2,851 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.