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Blueprint Investment Partners’s Wells Fargo WFC Stock Holding History

Blueprint Investment 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
Q1 		– Sell
-10,994
Closed -$1.02M – 148
2025
Q4 		$1.02M Buy
10,994
+811
+8% +$70.4K 0.11% 91
2025
Q3 		$854K Buy
+10,183
New +$826K 0.12% 92
2025
Q2 		– Sell
-11,482
Closed -$824K – 112
2025
Q1 		$824K Buy
11,482
+552
+5% +$41.4K 0.15% 74
2024
Q4 		$768K Buy
10,930
+5,978
+121% +$408K 0.12% 93
2024
Q3 		$280K Sell
4,952
-4,570
-48% -$258K 0.05% 141
2024
Q2 		$566K Buy
9,522
+1,832
+24% +$108K 0.12% 76
2024
Q1 		$446K Buy
7,690
+1,564
+26% +$81.8K 0.09% 88
2023
Q4 		$302K Buy
+6,126
New +$264K 0.08% 100
2023
Q2 		– Sell
-14,415
Closed -$539K – 249
2023
Q1 		$539K Buy
14,415
+205
+1% +$8.94K 0.12% 111
2022
Q4 		$587K Buy
14,210
+4,583
+48% +$203K 0.12% 115
2022
Q3 		$387K Buy
+9,627
New +$414K 0.11% 86
2022
Q2 		– Sell
-13,071
Closed -$633K – 227
2022
Q1 		$633K Buy
13,071
+1,747
+15% +$93.5K 0.16% 89
2021
Q4 		$543K Buy
11,324
+4,308
+61% +$212K 0.13% 117
2021
Q3 		$326K Buy
+7,016
New +$325K 0.16% 90

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blueprint Investment Partners's WFC Position: Q1 2026 in Review

Blueprint Investment Partners sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 10,994 shares — an estimated $1.02M sold.

Blueprint Investment Partners first reported a position in WFC in Q3 2021 and held it in 14 quarters. The position peaked at $1.02M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Blueprint Investment Partners reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Blueprint Investment Partners sold 10,994 Wells Fargo shares in Q1 2026, an estimated $1.02M.
  • Blueprint Investment Partners first reported a position in Wells Fargo in Q3 2021 and held it in 14 quarters.
  • Blueprint Investment Partners's Wells Fargo position peaked at $1.02M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.