Aspect Partners
WFC icon

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
Q3 		$8.33K Sell
104
-65
-38% -$5.62K ﹤0.01% 303
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% +$2.86K 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 		$9.6K 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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Aspect Partners's WFC Position: Q3 2026 in Review

Aspect Partners reduced its Wells Fargo (WFC) stake by 38% in Q3 2026, selling an estimated $5.62K and leaving 104 shares worth $8.33K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Aspect Partners first reported a position in WFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $20.8K in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Aspect Partners held 104 shares of Wells Fargo worth $8.33K as of Q3 2026.
  • Aspect Partners sold 65 Wells Fargo shares in Q3 2026, an estimated $5.62K.
  • Wells Fargo made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #303 holding.
  • Aspect Partners first reported a position in Wells Fargo in Q4 2023 and has held it in 12 quarters since.
  • Aspect Partners's Wells Fargo position peaked at $20.8K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.