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Concord Wealth Partners’s Wells Fargo WFC Stock Holding History

Concord Wealth 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 		$1.37M Sell
16,568
-290
-2% -$23.3K 0.16% 109
2026
Q1 		$1.34M Buy
16,858
+911
+6% +$78.2K 0.17% 111
2025
Q4 		$1.49M Buy
15,947
+27
+0.2% +$2.34K 0.19% 106
2025
Q3 		$1.33M Buy
15,920
+1,975
+14% +$160K 0.18% 107
2025
Q2 		$1.12M Buy
13,945
+1,126
+9% +$81.2K 0.16% 123
2025
Q1 		$920K Buy
12,819
+5,200
+68% +$390K 0.15% 120
2024
Q4 		$535K Sell
7,619
-786
-9% -$53.7K 0.09% 140
2024
Q3 		$475K Buy
8,405
+1,240
+17% +$70.1K 0.08% 142
2024
Q2 		$426K Sell
7,165
-2,609
-27% -$154K 0.08% 150
2024
Q1 		$566K Sell
9,774
-3,192
-25% -$167K 0.1% 134
2023
Q4 		$638K Sell
12,966
-3,695
-22% -$159K 0.13% 113
2023
Q3 		$681K Buy
16,661
+2,972
+22% +$128K 0.14% 99
2023
Q2 		$584K Buy
13,689
+6,556
+92% +$264K 0.13% 101
2023
Q1 		$267K Buy
7,133
+781
+12% +$34K 0.08% 129
2022
Q4 		$262K Sell
6,352
-187
-3% -$8.28K 0.08% 136
2022
Q3 		$263K Buy
6,539
+555
+9% +$23.8K 0.08% 130
2022
Q2 		$234K Sell
5,984
-349
-6% -$15.3K 0.06% 147
2022
Q1 		$307K Sell
6,333
-20
-0.3% -$1.07K 0.08% 134
2021
Q4 		$305K Buy
6,353
+1,200
+23% +$59.1K 0.07% 140
2021
Q3 		$239K Sell
5,153
-1,888
-27% -$87.4K 0.1% 77
2021
Q2 		$319K Sell
7,041
-1,657
-19% -$74K 0.09% 95
2021
Q1 		$340K Sell
8,698
-2,033
-19% -$72K 0.11% 89
2020
Q4 		$324K Buy
+10,731
New +$278K 0.25% 54

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Concord Wealth Partners's WFC Position: Q2 2026 in Review

Concord Wealth Partners reduced its Wells Fargo (WFC) stake by 1.7% in Q2 2026, selling an estimated $23.3K and leaving 16,568 shares worth $1.37M. The position accounts for 0.16% of the portfolio, ranked #109.

Concord Wealth Partners first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.49M in Q4 2025. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Concord Wealth Partners held 16,568 shares of Wells Fargo worth $1.37M as of Q2 2026.
  • Concord Wealth Partners sold 290 Wells Fargo shares in Q2 2026, an estimated $23.3K.
  • Wells Fargo made up 0.16% of Concord Wealth Partners's portfolio in Q2 2026, its #109 holding.
  • Concord Wealth Partners first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Wells Fargo position peaked at $1.49M in Q4 2025.
  • 989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.