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BWM Planning’s Wells Fargo WFC Stock Holding History

BWM Planning’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 		$4.88M Sell
61,291
-91
-0.1% -$7.82K 1.29% 19
2025
Q4 		$5.72M Buy
61,382
+46
+0.1% +$3.99K 1.53% 18
2025
Q3 		$5.14M Buy
61,336
+301
+0.5% +$24.4K 1.53% 18
2025
Q2 		$4.89M Buy
61,035
+1,020
+2% +$73.5K 1.68% 17
2025
Q1 		$4.31M Hold
60,015
– – 1.82% 18
2024
Q4 		$4.22M Hold
60,015
– – 1.83% 18
2024
Q3 		$3.39M Buy
+60,015
New +$3.39M 1.5% 20

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWM Planning's WFC Position: Q1 2026 in Review

BWM Planning reduced its Wells Fargo (WFC) stake by 0.15% in Q1 2026, selling an estimated $7.82K and leaving 61,291 shares worth $4.88M. The position accounts for 1.29% of the portfolio, ranked #19.

BWM Planning first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.72M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • BWM Planning held 61,291 shares of Wells Fargo worth $4.88M as of Q1 2026.
  • BWM Planning sold 91 Wells Fargo shares in Q1 2026, an estimated $7.82K.
  • Wells Fargo made up 1.29% of BWM Planning's portfolio in Q1 2026, its #19 holding.
  • BWM Planning first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
  • BWM Planning's Wells Fargo position peaked at $5.72M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.