Core Wealth Partners’s Wells Fargo WFC Stock Holding History

Core 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	$279K	Buy	3,373 +51	+2%	+$4.1K	0.12%	144
2026 Q1	$264K	Sell	3,322 -17	-0.5%	-$1.46K	0.12%	136
2025 Q4	$311K	Buy	+3,339	New	+$290K	0.14%	123
2025 Q1	–	Sell	-4,237	Closed	-$298K	–	181
2024 Q4	$298K	Buy	+4,237	New	+$289K	0.17%	124
2023 Q1	–	Sell	-28,914	Closed	-$320K	–	140
2022 Q4	$320K	Buy	+28,914	New	+$1.28M	0.36%	67

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Core Wealth Partners increased its Wells Fargo (WFC) stake by 1.5% in Q2 2026, buying an estimated $4.1K and bringing the position to 3,373 shares worth $279K. The position accounts for 0.12% of the portfolio, ranked #144.

Core Wealth Partners first reported a position in WFC in Q4 2022 and has held it in 5 quarters since. The position peaked at $320K in Q4 2022. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Core Wealth Partners held 3,373 shares of Wells Fargo worth $279K as of Q2 2026.
Core Wealth Partners bought 51 Wells Fargo shares in Q2 2026, an estimated $4.1K.
Wells Fargo made up 0.12% of Core Wealth Partners's portfolio in Q2 2026, its #144 holding.
Core Wealth Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 5 quarters since.
Core Wealth Partners's Wells Fargo position peaked at $320K in Q4 2022.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.