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Alvarez & Marsal Private Wealth Partners’s Wells Fargo WFC Stock Holding History

Alvarez & Marsal Private 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 		$217K Sell
2,631
-2,775
-51% -$223K 0.03% 98
2026
Q1 		$430K Buy
5,406
+1,180
+28% +$101K 0.06% 88
2025
Q4 		$394K Buy
+4,226
New +$367K 0.08% 60

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

Alvarez & Marsal Private Wealth Partners's WFC Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Wells Fargo (WFC) stake by 51% in Q2 2026, selling an estimated $223K and leaving 2,631 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #98.

Alvarez & Marsal Private Wealth Partners first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $430K in Q1 2026. 2,859 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 2,631 shares of Wells Fargo worth $217K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 2,775 Wells Fargo shares in Q2 2026, an estimated $223K.
  • Wells Fargo made up 0.03% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Wells Fargo position peaked at $430K in Q1 2026.
  • 2,859 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.