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Byrne Financial Freedom’s Wells Fargo WFC Stock Holding History

Byrne Financial Freedom’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 		$405K Sell
4,898
-44
-0.9% -$3.54K 0.16% 80
2026
Q1 		$393K Sell
4,942
-218
-4% -$18.7K 0.19% 70
2025
Q4 		$481K Hold
5,160
– – 0.22% 61
2025
Q3 		$433K Hold
5,160
– – 0.22% 59
2025
Q2 		$413K Hold
5,160
– – 0.21% 63
2025
Q1 		$370K Sell
5,160
-2
-0% -$150 0.21% 61
2024
Q4 		$363K Buy
+5,162
New +$352K 0.16% 67

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

Byrne Financial Freedom's WFC Position: Q2 2026 in Review

Byrne Financial Freedom reduced its Wells Fargo (WFC) stake by 0.89% in Q2 2026, selling an estimated $3.54K and leaving 4,898 shares worth $405K. The position accounts for 0.16% of the portfolio, ranked #80.

Byrne Financial Freedom first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $481K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Byrne Financial Freedom held 4,898 shares of Wells Fargo worth $405K as of Q2 2026.
  • Byrne Financial Freedom sold 44 Wells Fargo shares in Q2 2026, an estimated $3.54K.
  • Wells Fargo made up 0.16% of Byrne Financial Freedom's portfolio in Q2 2026, its #80 holding.
  • Byrne Financial Freedom first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Byrne Financial Freedom's Wells Fargo position peaked at $481K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Byrne Financial Freedom's 13F filing for Q2 2026, filed 30 Jul 2026.