Destiny Wealth Partners
WFC icon

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
Q3 		$444K Buy
+5,166
New +$447K 0.05% 147
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

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Deutsche Bank
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Amundi
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Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Destiny Wealth Partners's WFC Position: Q3 2026 in Review

Destiny Wealth Partners opened a new position in Wells Fargo (WFC) in Q3 2026: 5,166 shares worth $444K. The stake represents 0.05% of the portfolio and ranks #147 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in WFC as recently as Q1 2026.

Destiny Wealth Partners first reported a position in WFC in Q1 2022 and has held it in 6 quarters since. The position peaked at $485K in Q1 2026. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Destiny Wealth Partners held 5,166 shares of Wells Fargo worth $444K as of Q3 2026.
  • Wells Fargo was a new Destiny Wealth Partners position in Q3 2026.
  • Wells Fargo made up 0.05% of Destiny Wealth Partners's portfolio in Q3 2026, its #147 holding.
  • Destiny Wealth Partners first reported a position in Wells Fargo in Q1 2022 and has held it in 6 quarters since.
  • Destiny Wealth Partners's Wells Fargo position peaked at $485K in Q1 2026.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Destiny Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.