BlueStem Wealth Partners’s Wells Fargo WFC Stock Holding History

BlueStem 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	$619K	Buy	7,495 +71	+1%	+$5.71K	0.06%	76
2026 Q1	$591K	Sell	7,424 -138	-2%	-$11.9K	0.07%	77
2025 Q4	$705K	Buy	7,562 +230	+3%	+$20K	0.08%	68
2025 Q3	$615K	Sell	7,332 -1,349	-16%	-$109K	0.07%	63
2025 Q2	$696K	Buy	8,681 +158	+2%	+$11.4K	0.09%	56
2025 Q1	$612K	Buy	8,523 +50	+0.6%	+$3.75K	0.08%	55
2024 Q4	$595K	Buy	+8,473	New	+$578K	0.08%	57

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

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

BlueStem Wealth Partners increased its Wells Fargo (WFC) stake by 0.96% in Q2 2026, buying an estimated $5.71K and bringing the position to 7,495 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #76.

BlueStem Wealth Partners first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $705K in Q4 2025. 2,874 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

BlueStem Wealth Partners held 7,495 shares of Wells Fargo worth $619K as of Q2 2026.
BlueStem Wealth Partners bought 71 Wells Fargo shares in Q2 2026, an estimated $5.71K.
Wells Fargo made up 0.06% of BlueStem Wealth Partners's portfolio in Q2 2026, its #76 holding.
BlueStem Wealth Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
BlueStem Wealth Partners's Wells Fargo position peaked at $705K in Q4 2025.
2,874 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.