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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
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

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VCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Destiny Wealth Partners's WFC Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in Wells Fargo (WFC) in Q1 2026: 6,091 shares worth $485K. The stake represents 0.05% of the portfolio and ranks #141 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in WFC as recently as Q4 2022.

Destiny Wealth Partners first reported a position in WFC in Q1 2022 and has held it in 5 quarters since. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Destiny Wealth Partners held 6,091 shares of Wells Fargo worth $485K as of Q1 2026.
  • Wells Fargo was a new Destiny Wealth Partners position in Q1 2026.
  • Wells Fargo made up 0.05% of Destiny Wealth Partners's portfolio in Q1 2026, its #141 holding.
  • Destiny Wealth Partners first reported a position in Wells Fargo in Q1 2022 and has held it in 5 quarters since.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.