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 Q2	$444K	Sell	5,375 -288	-5%	-$23.1K	0.04%	188
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 $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

Cascade Financial Partners's WFC Position: Q2 2026 in Review

Cascade Financial Partners reduced its Wells Fargo (WFC) stake by 5.1% in Q2 2026, selling an estimated $23.1K and leaving 5,375 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #188.

Cascade Financial Partners first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $528K in Q4 2025. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Cascade Financial Partners held 5,375 shares of Wells Fargo worth $444K as of Q2 2026.
Cascade Financial Partners sold 288 Wells Fargo shares in Q2 2026, an estimated $23.1K.
Wells Fargo made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #188 holding.
Cascade Financial Partners first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Wells Fargo position peaked at $528K in Q4 2025.
2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.