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Aspect Partners’s Wells Fargo WFC Stock Holding History

Aspect 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 		$14K Hold
169
– – 0.01% 234
2026
Q1 		$13.5K Sell
169
-54
-24% -$4.64K 0.01% 226
2025
Q4 		$20.8K Buy
223
+33
+17% +$2.87K 0.01% 190
2025
Q3 		$15.9K Buy
190
+55
+41% +$4.46K 0.01% 247
2025
Q2 		$10.8K Buy
135
+1
+0.7% +$72 0.01% 272
2025
Q1 		$9.62K Buy
134
+64
+91% +$4.8K 0.01% 267
2024
Q4 		$4.92K Hold
70
– – ﹤0.01% 364
2024
Q3 		$3.95K Hold
70
– – ﹤0.01% 378
2024
Q2 		$4.16K Hold
70
– – ﹤0.01% 366
2024
Q1 		$4.06K Hold
70
– – ﹤0.01% 370
2023
Q4 		$3.44K Buy
+70
New +$3.02K ﹤0.01% 375

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aspect Partners's WFC Position: Q2 2026 in Review

Aspect Partners held its Wells Fargo (WFC) position steady in Q2 2026 at 169 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #234.

Aspect Partners first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.8K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Aspect Partners held 169 shares of Wells Fargo worth $14K as of Q2 2026.
  • Aspect Partners left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #234 holding.
  • Aspect Partners first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Wells Fargo position peaked at $20.8K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.