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Baldwin Wealth Partners’s Wells Fargo WFC Stock Holding History

Baldwin 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 		$454K Sell
5,499
-601
-10% -$48.3K 0.03% 151
2026
Q1 		$486K Hold
6,100
– – 0.04% 144
2025
Q4 		$569K Hold
6,100
– – 0.04% 149
2025
Q3 		$511K Hold
6,100
– – 0.03% 149
2025
Q2 		$489K Sell
6,100
-2,078
-25% -$150K 0.03% 143
2025
Q1 		$587K Buy
8,178
+41
+0.5% +$3.08K 0.04% 131
2024
Q4 		$572K Sell
8,137
-5
-0.1% -$341 0.04% 137
2024
Q3 		$460K Buy
8,142
+1,616
+25% +$91.4K 0.03% 208
2024
Q2 		$388K Sell
6,526
-174
-3% -$10.3K 0.03% 156
2024
Q1 		$388K Hold
6,700
– – 0.03% 166
2023
Q4 		$330K Sell
6,700
-1,000
-13% -$43.2K 0.03% 178
2023
Q3 		$315K Sell
7,700
-400
-5% -$17.3K 0.03% 190
2023
Q2 		$346K Sell
8,100
-9,425
-54% -$379K 0.03% 196
2023
Q1 		$655K Hold
17,525
– – 0.06% 133
2022
Q4 		$724K Buy
17,525
+3,100
+21% +$137K 0.07% 128
2022
Q3 		$581K Sell
14,425
-275
-2% -$11.8K 0.08% 87
2022
Q2 		$576K Hold
14,700
– – 0.07% 95
2022
Q1 		$712K Buy
14,700
+5,000
+52% +$268K 0.08% 92
2021
Q4 		$465K Hold
9,700
– – 0.05% 136
2021
Q3 		$450K Hold
9,700
– – 0.05% 127
2021
Q2 		$439K Hold
9,700
– – 0.05% 132
2021
Q1 		$379K Hold
9,700
– – 0.05% 130
2020
Q4 		$293K Sell
9,700
-2,800
-22% -$72.5K 0.04% 142
2020
Q3 		$294K Sell
12,500
-13,966
-53% -$344K 0.04% 135
2020
Q2 		$678K Sell
26,466
-400
-1% -$10.9K 0.1% 85
2020
Q1 		$771K Sell
26,866
-5,200
-16% -$221K 0.13% 77
2019
Q4 		$1.73M Buy
32,066
+500
+2% +$26.2K 0.24% 66
2019
Q3 		$1.59M Sell
31,566
-100
-0.3% -$4.71K 0.24% 64
2019
Q2 		$1.5M Sell
31,666
-57
-0.2% -$2.67K 0.22% 71
2019
Q1 		$1.53M Buy
31,723
+263
+0.8% +$12.9K 0.23% 69
2018
Q4 		$1.45M Sell
31,460
-506
-2% -$25.9K 0.24% 63
2018
Q3 		$1.68M Hold
31,966
– – 0.24% 68
2018
Q2 		$1.77M Hold
31,966
– – 0.28% 62
2018
Q1 		$1.68M Sell
31,966
-250
-0.8% -$14.9K 0.27% 62
2017
Q4 		$1.96M Hold
32,216
– – 0.3% 62
2017
Q3 		$1.78M Sell
32,216
-329
-1% -$17.5K 0.29% 59
2017
Q2 		$1.8M Hold
32,545
– – 0.29% 57
2017
Q1 		$1.81M Sell
32,545
-4,725
-13% -$268K 0.3% 57
2016
Q4 		$2.05M Sell
37,270
-1,200
-3% -$60.3K 0.37% 48
2016
Q3 		$1.7M Sell
38,470
-81,269
-68% -$3.89M 0.31% 53
2016
Q2 		$5.67M Sell
119,739
-40,251
-25% -$1.96M 1.17% 31
2016
Q1 		$7.74M Sell
159,990
-8,854
-5% -$434K 1.39% 24
2015
Q4 		$9.18M Sell
168,844
-9,882
-6% -$537K 1.49% 19
2015
Q3 		$9.18M Sell
178,726
-2,280
-1% -$125K 1.55% 22
2015
Q2 		$10.2M Buy
181,006
+318
+0.2% +$17.7K 1.51% 20
2015
Q1 		$9.83M Sell
180,688
-5,959
-3% -$322K 1.45% 23
2014
Q4 		$10.2M Sell
186,647
-1,519
-0.8% -$80.4K 1.48% 22
2014
Q3 		$9.76M Buy
188,166
+19,536
+12% +$1M 1.38% 24
2014
Q2 		$8.86M Buy
168,630
+2,672
+2% +$134K 1.32% 25
2014
Q1 		$8.26M Sell
165,958
-20,874
-11% -$972K 1.33% 28
2013
Q4 		$8.48M Buy
186,832
+3,277
+2% +$142K 1.36% 23
2013
Q3 		$7.58M Buy
183,555
+18,029
+11% +$770K 1.39% 20
2013
Q2 		$6.83M Buy
+165,526
New +$6.45M 1.35% 23

Other funds holding WFC

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Baldwin Wealth Partners reduced its Wells Fargo (WFC) stake by 9.9% in Q2 2026, selling an estimated $48.3K and leaving 5,499 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #151.

Baldwin Wealth Partners first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.2M in Q4 2014. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Baldwin Wealth Partners held 5,499 shares of Wells Fargo worth $454K as of Q2 2026.
  • Baldwin Wealth Partners sold 601 Wells Fargo shares in Q2 2026, an estimated $48.3K.
  • Wells Fargo made up 0.03% of Baldwin Wealth Partners's portfolio in Q2 2026, its #151 holding.
  • Baldwin Wealth Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Baldwin Wealth Partners's Wells Fargo position peaked at $10.2M in Q4 2014.
  • 989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.