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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Accretive Wealth Partners's WFC Position: Q2 2026 in Review

Accretive Wealth Partners increased its Wells Fargo (WFC) stake by 2.7% in Q2 2026, buying an estimated $44.2K and bringing the position to 20,668 shares worth $1.71M. The position accounts for 0.41% of the portfolio, ranked #65.

Accretive Wealth Partners first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.86M in Q4 2025. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Accretive Wealth Partners held 20,668 shares of Wells Fargo worth $1.71M as of Q2 2026.
  • Accretive Wealth Partners bought 550 Wells Fargo shares in Q2 2026, an estimated $44.2K.
  • Wells Fargo made up 0.41% of Accretive Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • Accretive Wealth Partners first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Accretive Wealth Partners's Wells Fargo position peaked at $1.86M in Q4 2025.
  • 2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.