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 Q2	$391K	Sell	4,727 -25	-0.5%	-$2.01K	0.16%	59
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

North Berkeley Wealth Management's WFC Position: Q2 2026 in Review

North Berkeley Wealth Management reduced its Wells Fargo (WFC) stake by 0.53% in Q2 2026, selling an estimated $2.01K and leaving 4,727 shares worth $391K. The position accounts for 0.16% of the portfolio, ranked #59.

North Berkeley Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $512K in Q4 2024. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

North Berkeley Wealth Management held 4,727 shares of Wells Fargo worth $391K as of Q2 2026.
North Berkeley Wealth Management sold 25 Wells Fargo shares in Q2 2026, an estimated $2.01K.
Wells Fargo made up 0.16% of North Berkeley Wealth Management's portfolio in Q2 2026, its #59 holding.
North Berkeley Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
North Berkeley Wealth Management's Wells Fargo position peaked at $512K in Q4 2024.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.