CWP
WFC icon

Cyndeo Wealth Partners’s Wells Fargo WFC Stock Holding History

Cyndeo 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 		$1.19M Buy
14,362
+183
+1% +$14.7K 0.06% 239
2026
Q1 		$1.13M Buy
14,179
+201
+1% +$17.3K 0.06% 224
2025
Q4 		$1.3M Sell
13,978
-301
-2% -$26.1K 0.07% 209
2025
Q3 		$1.2M Buy
14,279
+190
+1% +$15.4K 0.07% 211
2025
Q2 		$1.13M Buy
14,089
+322
+2% +$23.2K 0.07% 211
2025
Q1 		$988K Buy
13,767
+248
+2% +$18.6K 0.06% 213
2024
Q4 		$950K Sell
13,519
-106
-0.8% -$7.24K 0.06% 219
2024
Q3 		$770K Sell
13,625
-630
-4% -$35.6K 0.05% 248
2024
Q2 		$847K Buy
14,255
+6,199
+77% +$366K 0.07% 224
2024
Q1 		$467K Buy
8,056
+59
+0.7% +$3.09K 0.04% 268
2023
Q4 		$394K Buy
7,997
+110
+1% +$4.75K 0.04% 275
2023
Q3 		$322K Buy
7,887
+16
+0.2% +$691 0.03% 265
2023
Q2 		$336K Sell
7,871
-149
-2% -$6K 0.04% 253
2023
Q1 		$300K Buy
8,020
+505
+7% +$22K 0.03% 262
2022
Q4 		$310K Buy
+7,515
New +$333K 0.04% 257

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

Cyndeo Wealth Partners increased its Wells Fargo (WFC) stake by 1.3% in Q2 2026, buying an estimated $14.7K and bringing the position to 14,362 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #239.

Cyndeo Wealth Partners first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.3M in Q4 2025. 1,001 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cyndeo Wealth Partners held 14,362 shares of Wells Fargo worth $1.19M as of Q2 2026.
  • Cyndeo Wealth Partners bought 183 Wells Fargo shares in Q2 2026, an estimated $14.7K.
  • Wells Fargo made up 0.06% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #239 holding.
  • Cyndeo Wealth Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Wells Fargo position peaked at $1.3M in Q4 2025.
  • 1,001 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.