Catalyst Financial Partners’s Wells Fargo WFC Stock Holding History

Catalyst 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	$1.17M	Buy	14,111 +552	+4%	+$44.4K	0.12%	99
2026 Q1	$1.08M	Buy	13,559 +566	+4%	+$48.6K	0.13%	103
2025 Q4	$1.21M	Buy	12,993 +386	+3%	+$33.5K	0.14%	81
2025 Q3	$1.06M	Buy	12,607 +242	+2%	+$19.6K	0.13%	82
2025 Q2	$991K	Sell	12,365 -108	-0.9%	-$7.79K	0.11%	84
2025 Q1	$895K	Buy	12,473 +1,572	+14%	+$118K	0.16%	75
2024 Q4	$766K	Buy	10,901 +620	+6%	+$42.3K	0.14%	90
2024 Q3	$581K	Sell	10,281 -425	-4%	-$24K	0.11%	121
2024 Q2	$636K	Buy	10,706 +751	+8%	+$44.3K	0.14%	98
2024 Q1	$569K	Buy	9,955 +1,071	+12%	+$56K	0.15%	93
2023 Q4	$437K	Buy	8,884 +593	+7%	+$25.6K	0.12%	107
2023 Q3	$339K	Buy	8,291 +1,222	+17%	+$52.8K	0.11%	139
2023 Q2	$302K	Buy	+7,069	New	+$285K	0.11%	143
2023 Q1	–	Sell	-5,896	Closed	-$243K	–	191
2022 Q4	$243K	Buy	+5,896	New	+$261K	0.13%	136

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 $3.38T AUM 44.17% 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

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

Catalyst Financial Partners increased its Wells Fargo (WFC) stake by 4.1% in Q2 2026, buying an estimated $44.4K and bringing the position to 14,111 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #99.

Catalyst Financial Partners first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Catalyst Financial Partners held 14,111 shares of Wells Fargo worth $1.17M as of Q2 2026.
Catalyst Financial Partners bought 552 Wells Fargo shares in Q2 2026, an estimated $44.4K.
Wells Fargo made up 0.12% of Catalyst Financial Partners's portfolio in Q2 2026, its #99 holding.
Catalyst Financial Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
Catalyst Financial Partners's Wells Fargo position peaked at $1.21M in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.