EWP
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Elevation Wealth Partners’s Wells Fargo WFC Stock Holding History

Elevation 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 		$36.7K Buy
444
+75
+20% +$6.03K 0.01% 387
2026
Q1 		$29.4K Buy
369
+78
+27% +$6.7K 0.01% 312
2025
Q4 		$27.1K Buy
291
+56
+24% +$4.86K 0.01% 315
2025
Q3 		$19.7K Buy
235
+175
+292% +$14.2K 0.01% 330
2025
Q2 		$4.81K Hold
60
– – ﹤0.01% 407
2025
Q1 		$4.31K Hold
60
– – ﹤0.01% 416
2024
Q4 		$4.21K Hold
60
– – ﹤0.01% 421
2024
Q3 		$3.39K Hold
60
– – ﹤0.01% 407
2024
Q2 		$3.56K Hold
60
– – ﹤0.01% 408
2024
Q1 		$3.48K Hold
60
– – ﹤0.01% 403
2023
Q4 		$2.45K Hold
60
– – ﹤0.01% 391
2023
Q3 		$2.45K Hold
60
– – ﹤0.01% 291
2023
Q2 		$2.56K Hold
60
– – ﹤0.01% 298
2023
Q1 		$2.24K Buy
+60
New +$2.62K ﹤0.01% 302

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

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

Elevation Wealth Partners increased its Wells Fargo (WFC) stake by 20% in Q2 2026, buying an estimated $6.03K and bringing the position to 444 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #387.

Elevation Wealth Partners first reported a position in WFC in Q1 2023 and has held it in 14 quarters since. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Elevation Wealth Partners held 444 shares of Wells Fargo worth $36.7K as of Q2 2026.
  • Elevation Wealth Partners bought 75 Wells Fargo shares in Q2 2026, an estimated $6.03K.
  • Wells Fargo made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #387 holding.
  • Elevation Wealth Partners first reported a position in Wells Fargo in Q1 2023 and has held it in 14 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.