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Ballentine Partners’s Wells Fargo WFC Stock Holding History

Ballentine 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
2018
Q1 		– Sell
-1,000
Closed -$61K – 386
2017
Q4 		$61K Hold
1,000
– – ﹤0.01% 365
2017
Q3 		$55K Buy
+1,000
New +$53.2K ﹤0.01% 407

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

Ballentine Partners's WFC Position: Q2 2026 in Review

Ballentine Partners reduced its Wells Fargo (WFC) stake by 3.3% in Q2 2026, selling an estimated $144K and leaving 52,966 shares worth $4.38M. The position accounts for 0.05% of the portfolio, ranked #121.

Ballentine Partners first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. 947 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Ballentine Partners held 52,966 shares of Wells Fargo worth $4.38M as of Q2 2026.
  • Ballentine Partners sold 1,795 Wells Fargo shares in Q2 2026, an estimated $144K.
  • Wells Fargo made up 0.05% of Ballentine Partners's portfolio in Q2 2026, its #121 holding.
  • Ballentine Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • 947 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.