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 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 $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

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

Catalyst Financial Partners increased its Wells Fargo (WFC) stake by 4.4% in Q1 2026, buying an estimated $48.6K and bringing the position to 13,559 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #103.

Catalyst Financial Partners first reported a position in WFC in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.21M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Catalyst Financial Partners held 13,559 shares of Wells Fargo worth $1.08M as of Q1 2026.
Catalyst Financial Partners bought 566 Wells Fargo shares in Q1 2026, an estimated $48.6K.
Wells Fargo made up 0.13% of Catalyst Financial Partners's portfolio in Q1 2026, its #103 holding.
Catalyst Financial Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 13 quarters since.
Catalyst Financial Partners's Wells Fargo position peaked at $1.21M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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