Destiny Wealth Partners’s Wells Fargo WFC Stock Holding History

Destiny 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	–	Sell	-6,091	Closed	-$485K	–	1100
2026 Q1	$485K	Buy	+6,091	New	+$523K	0.05%	141
2023 Q1	–	Sell	-767	Closed	-$31.7K	–	652
2022 Q4	$31.7K	Hold	767	–	–	0.01%	348
2022 Q3	$31K	Hold	767	–	–	0.01%	315
2022 Q2	$30K	Buy	767 +673	+716%	+$29.5K	0.01%	324
2022 Q1	$5K	Buy	+94	New	+$5.03K	﹤0.01%	469

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

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

Destiny Wealth Partners sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 6,091 shares — an estimated $485K sold.

Destiny Wealth Partners first reported a position in WFC in Q1 2022 and held it in 5 quarters. The position peaked at $485K in Q1 2026. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Destiny Wealth Partners reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 6,091 Wells Fargo shares in Q2 2026, an estimated $485K.
Destiny Wealth Partners first reported a position in Wells Fargo in Q1 2022 and held it in 5 quarters.
Destiny Wealth Partners's Wells Fargo position peaked at $485K in Q1 2026.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.