Accretive Wealth Partners
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Accretive Wealth Partners’s Wells Fargo WFC Stock Holding History

Accretive Wealth 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
Q3 		$1.7M Buy
21,225
+557
+3% +$48.2K 0.36% 61
2026
Q2 		$1.71M Buy
20,668
+550
+3% +$44.2K 0.41% 65
2026
Q1 		$1.6M Buy
20,118
+164
+0.8% +$14.1K 0.45% 64
2025
Q4 		$1.86M Buy
19,954
+686
+4% +$59.6K 0.55% 55
2025
Q3 		$1.62M Buy
19,268
+1,074
+6% +$87.1K 0.49% 61
2025
Q2 		$1.46M Buy
18,194
+12,764
+235% +$920K 0.48% 65
2025
Q1 		$399K Buy
+5,430
New +$408K 0.14% 115

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Accretive Wealth Partners's WFC Position: Q3 2026 in Review

Accretive Wealth Partners increased its Wells Fargo (WFC) stake by 2.7% in Q3 2026, buying an estimated $48.2K and bringing the position to 21,225 shares worth $1.7M. The position accounts for 0.36% of the portfolio, ranked #61.

Accretive Wealth Partners first reported a position in WFC in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.86M in Q4 2025. 1,824 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Accretive Wealth Partners held 21,225 shares of Wells Fargo worth $1.7M as of Q3 2026.
  • Accretive Wealth Partners bought 557 Wells Fargo shares in Q3 2026, an estimated $48.2K.
  • Wells Fargo made up 0.36% of Accretive Wealth Partners's portfolio in Q3 2026, its #61 holding.
  • Accretive Wealth Partners first reported a position in Wells Fargo in Q1 2025 and has held it in 7 quarters since.
  • Accretive Wealth Partners's Wells Fargo position peaked at $1.86M in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.