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BXM Wealth’s Wells Fargo WFC Stock Holding History

BXM Wealth’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 		$339K Buy
4,097
+773
+23% +$62.1K 0.18% 117
2026
Q1 		$265K Sell
3,324
-224
-6% -$19.2K 0.2% 106
2025
Q4 		$331K Sell
3,548
-569
-14% -$49.4K 0.26% 85
2025
Q3 		$345K Buy
4,117
+572
+16% +$46.4K 0.33% 87
2025
Q2 		$284K Buy
3,545
+269
+8% +$19.4K 0.34% 81
2025
Q1 		$235K Hold
3,276
– – 0.28% 92
2024
Q4 		$230K Buy
+3,276
New +$224K 0.32% 84

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

BXM Wealth's WFC Position: Q2 2026 in Review

BXM Wealth increased its Wells Fargo (WFC) stake by 23% in Q2 2026, buying an estimated $62.1K and bringing the position to 4,097 shares worth $339K. The position accounts for 0.18% of the portfolio, ranked #117.

BXM Wealth first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $345K in Q3 2025. 935 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • BXM Wealth held 4,097 shares of Wells Fargo worth $339K as of Q2 2026.
  • BXM Wealth bought 773 Wells Fargo shares in Q2 2026, an estimated $62.1K.
  • Wells Fargo made up 0.18% of BXM Wealth's portfolio in Q2 2026, its #117 holding.
  • BXM Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • BXM Wealth's Wells Fargo position peaked at $345K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.