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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
Q2 		$5.07M Buy
61,340
+49
+0.1% +$3.94K 1.18% 20
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWM Planning's WFC Position: Q2 2026 in Review

BWM Planning increased its Wells Fargo (WFC) stake by 0.08% in Q2 2026, buying an estimated $3.94K and bringing the position to 61,340 shares worth $5.07M. The position accounts for 1.18% of the portfolio, ranked #20.

BWM Planning first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.72M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • BWM Planning held 61,340 shares of Wells Fargo worth $5.07M as of Q2 2026.
  • BWM Planning bought 49 Wells Fargo shares in Q2 2026, an estimated $3.94K.
  • Wells Fargo made up 1.18% of BWM Planning's portfolio in Q2 2026, its #20 holding.
  • BWM Planning first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
  • BWM Planning's Wells Fargo position peaked at $5.72M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.