Cedar Point Capital Partners’s Wells Fargo WFC Stock Holding History

Cedar Point Capital 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	$225K	Sell	2,722 -585	-18%	-$47K	0.13%	70
2026 Q1	$263K	Hold	3,307	–	–	0.17%	64
2025 Q4	$308K	Sell	3,307 -20	-0.6%	-$1.74K	0.2%	58
2025 Q3	$279K	Sell	3,327 -25	-0.7%	-$2.03K	0.18%	58
2025 Q2	$269K	Buy	3,352 +20	+0.6%	+$1.44K	0.19%	55
2025 Q1	$239K	Hold	3,332	–	–	0.16%	58
2024 Q4	$234K	Buy	+3,332	New	+$227K	0.16%	57
2024 Q3	–	Sell	-3,510	Closed	-$208K	–	65
2024 Q2	$208K	Sell	3,510 -54	-2%	-$3.19K	0.16%	51
2024 Q1	$207K	Buy	+3,564	New	+$186K	0.16%	52

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

Cedar Point Capital Partners's WFC Position: Q2 2026 in Review

Cedar Point Capital Partners reduced its Wells Fargo (WFC) stake by 18% in Q2 2026, selling an estimated $47K and leaving 2,722 shares worth $225K. The position accounts for 0.13% of the portfolio, ranked #70.

Cedar Point Capital Partners first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $308K in Q4 2025. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Cedar Point Capital Partners held 2,722 shares of Wells Fargo worth $225K as of Q2 2026.
Cedar Point Capital Partners sold 585 Wells Fargo shares in Q2 2026, an estimated $47K.
Wells Fargo made up 0.13% of Cedar Point Capital Partners's portfolio in Q2 2026, its #70 holding.
Cedar Point Capital Partners first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Cedar Point Capital Partners's Wells Fargo position peaked at $308K in Q4 2025.
2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.