Balboa Wealth Partners’s Wells Fargo WFC Stock Holding History

Balboa 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	–	Sell	-2,724	Closed	-$217K	–	504
2026 Q1	$217K	Sell	2,724 -87	-3%	-$7.47K	0.04%	386
2025 Q4	$262K	Sell	2,811 -1,214	-30%	-$105K	0.04%	319
2025 Q3	$337K	Buy	+4,025	New	+$326K	0.06%	254
2025 Q1	–	Sell	-4,290	Closed	-$301K	–	375
2024 Q4	$301K	Buy	+4,290	New	+$293K	0.07%	209

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Balboa Wealth Partners sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 2,724 shares — an estimated $217K sold.

Balboa Wealth Partners first reported a position in WFC in Q4 2024 and held it in 4 quarters. The position peaked at $337K in Q3 2025. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Balboa Wealth Partners reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Balboa Wealth Partners sold 2,724 Wells Fargo shares in Q2 2026, an estimated $217K.
Balboa Wealth Partners first reported a position in Wells Fargo in Q4 2024 and held it in 4 quarters.
Balboa Wealth Partners's Wells Fargo position peaked at $337K in Q3 2025.
2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.