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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
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
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

BlueStem Wealth Partners's WFC Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its Wells Fargo (WFC) stake by 1.8% in Q1 2026, selling an estimated $11.9K and leaving 7,424 shares worth $591K. The position accounts for 0.07% of the portfolio, ranked #77.

BlueStem Wealth Partners first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $705K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • BlueStem Wealth Partners held 7,424 shares of Wells Fargo worth $591K as of Q1 2026.
  • BlueStem Wealth Partners sold 138 Wells Fargo shares in Q1 2026, an estimated $11.9K.
  • Wells Fargo made up 0.07% of BlueStem Wealth Partners's portfolio in Q1 2026, its #77 holding.
  • BlueStem Wealth Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • BlueStem Wealth Partners's Wells Fargo position peaked at $705K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.