3Chopt Investment Partners’s Wells Fargo WFC Stock Holding History

3Chopt Investment Partners’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	$4.19M	Buy	+50,751	New	+$4.08M	0.79%	27
2026 Q1	–	Sell	-50,523	Closed	-$4.71M	–	257
2025 Q4	$4.71M	Sell	50,523 -2,286	-4%	-$198K	1.06%	17
2025 Q3	$4.43M	Sell	52,809 -338	-0.6%	-$27.4K	1.01%	18
2025 Q2	$4.26M	Buy	53,147 +1,857	+4%	+$134K	1.02%	20
2025 Q1	$3.68M	Buy	51,290 +3,568	+7%	+$268K	0.96%	21
2024 Q4	$3.35M	Buy	47,722 +348	+0.7%	+$23.8K	1.15%	26
2024 Q3	$2.68M	Buy	47,374 +1,383	+3%	+$78.2K	0.96%	34
2024 Q2	$2.73M	Buy	45,991 +1,065	+2%	+$62.9K	0.83%	31
2024 Q1	$2.6M	Buy	44,926 +3,717	+9%	+$194K	1.07%	30
2023 Q4	$2.03M	Buy	41,209 +3,119	+8%	+$135K	0.75%	41
2023 Q3	$1.56M	Buy	38,090 +420	+1%	+$18.1K	0.92%	38
2023 Q2	$1.61M	Sell	37,670 -4,162	-10%	-$168K	0.8%	38
2023 Q1	$1.56M	Sell	41,832 -2,360	-5%	-$103K	0.83%	39
2022 Q4	$1.82M	Buy	+44,192	New	+$1.96M	1%	37

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

3Chopt Investment Partners's WFC Position: Q2 2026 in Review

3Chopt Investment Partners opened a new position in Wells Fargo (WFC) in Q2 2026: 50,751 shares worth $4.19M. The stake represents 0.79% of the portfolio and ranks #27 among its holdings. This is a return to the name: 3Chopt Investment Partners previously reported a position in WFC as recently as Q4 2025.

3Chopt Investment Partners first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.71M in Q4 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

3Chopt Investment Partners held 50,751 shares of Wells Fargo worth $4.19M as of Q2 2026.
Wells Fargo was a new 3Chopt Investment Partners position in Q2 2026.
Wells Fargo made up 0.79% of 3Chopt Investment Partners's portfolio in Q2 2026, its #27 holding.
3Chopt Investment Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
3Chopt Investment Partners's Wells Fargo position peaked at $4.71M in Q4 2025.
2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.