Wells Fargo
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Wells Fargo’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Wells Fargo’s Portfolio BSVO Stock Details BSVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,589
Closed -$195K – 7136
2025
Q3 		$195K Hold
8,589
– – ﹤0.01% 4945
2025
Q2 		$175K Sell
8,589
-4,895
-36% -$93.5K ﹤0.01% 4845
2025
Q1 		$262K Buy
13,484
+8,445
+168% +$177K ﹤0.01% 4514
2024
Q4 		$109K Buy
+5,039
New +$113K ﹤0.01% 5157
2024
Q2 		– Sell
-1,375
Closed -$29.2K – 6955
2024
Q1 		$29.2K Buy
+1,375
New +$28K ﹤0.01% 5459

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $415M AUM 26.07% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $383M AUM 27.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Wells Fargo's BSVO Position: Q4 2025 in Review

Wells Fargo sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q4 2025, closing a stake of 8,589 shares — an estimated $195K sold.

Wells Fargo first reported a position in BSVO in Q1 2024 and held it in 5 quarters. The position peaked at $262K in Q1 2025. 119 funds tracked by Wall St. Rank hold BSVO as of Q4 2025.

  • Wells Fargo reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Wells Fargo sold 8,589 EA Bridgeway Omni Small-Cap Value ETF shares in Q4 2025, an estimated $195K.
  • Wells Fargo first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2024 and held it in 5 quarters.
  • Wells Fargo's EA Bridgeway Omni Small-Cap Value ETF position peaked at $262K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q4 2025.

Based on Wells Fargo's 13F filing for Q4 2025, filed 13 Feb 2026.