Cascade Financial Partners’s Wells Fargo WFC Stock Holding History

Cascade Financial 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	$451K	Hold	5,663	–	–	0.05%	172
2025 Q4	$528K	Sell	5,663 -188	-3%	-$16.3K	0.05%	164
2025 Q3	$490K	Buy	5,851 +100	+2%	+$8.11K	0.06%	167
2025 Q2	$461K	Sell	5,751 -400	-7%	-$28.8K	0.06%	168
2025 Q1	$442K	Buy	6,151 +400	+7%	+$30K	0.06%	164
2024 Q4	$404K	Buy	5,751 +88	+2%	+$6.01K	0.05%	159
2024 Q3	$367K	Hold	5,663	–	–	0.05%	170
2024 Q2	$336K	Sell	5,663 -1,000	-15%	-$59K	0.04%	168
2024 Q1	$376K	Buy	+6,663	New	+$349K	0.05%	156

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cascade Financial Partners's WFC Position: Q1 2026 in Review

Cascade Financial Partners held its Wells Fargo (WFC) position steady in Q1 2026 at 5,663 shares worth $451K. The position accounts for 0.05% of the portfolio, ranked #172.

Cascade Financial Partners first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $528K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Cascade Financial Partners held 5,663 shares of Wells Fargo worth $451K as of Q1 2026.
Cascade Financial Partners left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.05% of Cascade Financial Partners's portfolio in Q1 2026, its #172 holding.
Cascade Financial Partners first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Wells Fargo position peaked at $528K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.