Elevation Wealth Partners
WFC icon

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
Q3 		$48.8K Buy
610
+166
+37% +$14.4K 0.01% 398
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 		$4.22K 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Elevation Wealth Partners increased its Wells Fargo (WFC) stake by 37% in Q3 2026, buying an estimated $14.4K and bringing the position to 610 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #398.

Elevation Wealth Partners first reported a position in WFC in Q1 2023 and has held it in 15 quarters since. 1,602 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Elevation Wealth Partners held 610 shares of Wells Fargo worth $48.8K as of Q3 2026.
  • Elevation Wealth Partners bought 166 Wells Fargo shares in Q3 2026, an estimated $14.4K.
  • Wells Fargo made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #398 holding.
  • Elevation Wealth Partners first reported a position in Wells Fargo in Q1 2023 and has held it in 15 quarters since.
  • 1,602 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.