Bull Oak Capital’s Wells Fargo WFC Stock Holding History

Bull Oak Capital’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 Q1	$590K	Buy	+7,409	New	+$636K	0.23%	23

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bull Oak Capital's WFC Position: Q1 2026 in Review

Bull Oak Capital opened a new position in Wells Fargo (WFC) in Q1 2026: 7,409 shares worth $590K. The stake represents 0.23% of the portfolio and ranks #23 among its holdings.

2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Bull Oak Capital held 7,409 shares of Wells Fargo worth $590K as of Q1 2026.
Wells Fargo was a new Bull Oak Capital position in Q1 2026.
Wells Fargo made up 0.23% of Bull Oak Capital's portfolio in Q1 2026, its #23 holding.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.