CWP
WFC icon

Curated Wealth Partners’s Wells Fargo WFC Stock Holding History

Curated 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 		$458K Buy
5,542
+2,775
+100% +$223K 0.05% 116
2026
Q1 		$220K Sell
2,767
-3,161
-53% -$272K 0.03% 199
2025
Q4 		$552K Buy
+5,928
New +$515K 0.06% 110
2023
Q2 		– Sell
-5,378
Closed -$201K – 143
2023
Q1 		$201K Buy
5,378
+312
+6% +$13.6K 0.05% 126
2022
Q4 		$209K Buy
+5,066
New +$224K 0.05% 120
2022
Q2 		– Sell
-5,640
Closed -$272K – 165
2022
Q1 		$272K Hold
5,640
– – 0.09% 117
2021
Q4 		$272K Buy
5,640
+200
+4% +$9.85K 0.09% 121
2021
Q3 		$252K Buy
5,440
+33
+0.6% +$1.53K 0.14% 121
2021
Q2 		$245K Buy
+5,407
New +$241K 0.13% 128

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Curated Wealth Partners increased its Wells Fargo (WFC) stake by 100% in Q2 2026, buying an estimated $223K and bringing the position to 5,542 shares worth $458K. The position accounts for 0.05% of the portfolio, ranked #116.

Curated Wealth Partners first reported a position in WFC in Q2 2021 and has held it in 9 quarters since. The position peaked at $552K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Curated Wealth Partners held 5,542 shares of Wells Fargo worth $458K as of Q2 2026.
  • Curated Wealth Partners bought 2,775 Wells Fargo shares in Q2 2026, an estimated $223K.
  • Wells Fargo made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #116 holding.
  • Curated Wealth Partners first reported a position in Wells Fargo in Q2 2021 and has held it in 9 quarters since.
  • Curated Wealth Partners's Wells Fargo position peaked at $552K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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