North Berkeley Wealth Management’s Wells Fargo WFC Stock Holding History

North Berkeley Wealth Management’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	$378K	Buy	4,752 +185	+4%	+$15.9K	0.2%	55
2025 Q4	$426K	Buy	4,567 +365	+9%	+$31.7K	0.25%	51
2025 Q3	$352K	Sell	4,202 -309	-7%	-$25.1K	0.28%	50
2025 Q2	$361K	Sell	4,511 -2,186	-33%	-$158K	0.33%	46
2025 Q1	$481K	Sell	6,697 -595	-8%	-$44.7K	0.5%	35
2024 Q4	$512K	Buy	+7,292	New	+$498K	0.52%	34

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

North Berkeley Wealth Management's WFC Position: Q1 2026 in Review

North Berkeley Wealth Management increased its Wells Fargo (WFC) stake by 4.1% in Q1 2026, buying an estimated $15.9K and bringing the position to 4,752 shares worth $378K. The position accounts for 0.2% of the portfolio, ranked #55.

North Berkeley Wealth Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $512K in Q4 2024. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

North Berkeley Wealth Management held 4,752 shares of Wells Fargo worth $378K as of Q1 2026.
North Berkeley Wealth Management bought 185 Wells Fargo shares in Q1 2026, an estimated $15.9K.
Wells Fargo made up 0.2% of North Berkeley Wealth Management's portfolio in Q1 2026, its #55 holding.
North Berkeley Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
North Berkeley Wealth Management's Wells Fargo position peaked at $512K in Q4 2024.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.