Burk Holdings’s Wells Fargo WFC Stock Holding History

Burk Holdings’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	$13.3K	Sell	161 -65	-29%	-$5.22K	﹤0.01%	241
2026 Q1	$18K	Buy	+226	New	+$19.4K	0.01%	209

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

Burk Holdings's WFC Position: Q2 2026 in Review

Burk Holdings reduced its Wells Fargo (WFC) stake by 29% in Q2 2026, selling an estimated $5.22K and leaving 161 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Burk Holdings first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. The position peaked at $18K in Q1 2026. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Burk Holdings held 161 shares of Wells Fargo worth $13.3K as of Q2 2026.
Burk Holdings sold 65 Wells Fargo shares in Q2 2026, an estimated $5.22K.
Wells Fargo made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #241 holding.
Burk Holdings first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's Wells Fargo position peaked at $18K in Q1 2026.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.