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Builder Investment Group’s Wells Fargo WFC Stock Holding History

Builder Investment Group’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 		$269K Hold
3,250
– – 0.05% 95
2026
Q1 		$259K Hold
3,250
– – 0.06% 93
2025
Q4 		$303K Hold
3,250
– – 0.07% 85
2025
Q3 		$272K Hold
3,250
– – 0.06% 91
2025
Q2 		$260K Hold
3,250
– – 0.06% 90
2025
Q1 		$233K Hold
3,250
– – 0.07% 91
2024
Q4 		$228K Sell
3,250
-1,000
-24% -$68.3K 0.06% 94
2024
Q3 		$240K Sell
4,250
-1
-0% -$57 0.06% 92
2024
Q2 		$252K Buy
4,251
+1
+0% +$59 0.07% 84
2024
Q1 		$246K Sell
4,250
-8
-0.2% -$419 0.07% 88
2023
Q4 		$210K Buy
+4,258
New +$184K 0.08% 97

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Builder Investment Group's WFC Position: Q2 2026 in Review

Builder Investment Group held its Wells Fargo (WFC) position steady in Q2 2026 at 3,250 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #95.

Builder Investment Group first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $303K in Q4 2025. 656 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Builder Investment Group held 3,250 shares of Wells Fargo worth $269K as of Q2 2026.
  • Builder Investment Group left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.05% of Builder Investment Group's portfolio in Q2 2026, its #95 holding.
  • Builder Investment Group first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Builder Investment Group's Wells Fargo position peaked at $303K in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.