Burton Enright Welch’s Wells Fargo WFC Stock Holding History

Burton Enright Welch’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	$628K	Buy	7,601 +604	+9%	+$48.5K	0.07%	84
2026 Q1	$557K	Sell	6,997 -186	-3%	-$16K	0.08%	87
2025 Q4	$669K	Buy	7,183 +125	+2%	+$10.9K	0.09%	75
2025 Q3	$592K	Sell	7,058 -2,070	-23%	-$168K	0.09%	78
2025 Q2	$731K	Buy	9,128 +2,357	+35%	+$170K	0.13%	65
2025 Q1	$486K	Buy	6,771 +713	+12%	+$53.5K	0.1%	69
2024 Q4	$426K	Buy	6,058 +62	+1%	+$4.23K	0.09%	72
2024 Q3	$339K	Hold	5,996	–	–	0.07%	73
2024 Q2	$356K	Sell	5,996 -155	-3%	-$9.15K	0.08%	73
2024 Q1	$357K	Buy	+6,151	New	+$322K	0.09%	70
2022 Q2	–	Sell	-4,344	Closed	-$211K	–	65
2022 Q1	$211K	Sell	4,344 -174	-4%	-$9.31K	0.12%	60
2021 Q4	$217K	Buy	+4,518	New	+$222K	0.15%	55

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

Burton Enright Welch's WFC Position: Q2 2026 in Review

Burton Enright Welch increased its Wells Fargo (WFC) stake by 8.6% in Q2 2026, buying an estimated $48.5K and bringing the position to 7,601 shares worth $628K. The position accounts for 0.07% of the portfolio, ranked #84.

Burton Enright Welch first reported a position in WFC in Q4 2021 and has held it in 12 quarters since. The position peaked at $731K in Q2 2025. 2,865 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Burton Enright Welch held 7,601 shares of Wells Fargo worth $628K as of Q2 2026.
Burton Enright Welch bought 604 Wells Fargo shares in Q2 2026, an estimated $48.5K.
Wells Fargo made up 0.07% of Burton Enright Welch's portfolio in Q2 2026, its #84 holding.
Burton Enright Welch first reported a position in Wells Fargo in Q4 2021 and has held it in 12 quarters since.
Burton Enright Welch's Wells Fargo position peaked at $731K in Q2 2025.
2,865 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.