EPIQ Partners’s Wells Fargo WFC Stock Holding History

EPIQ 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	$320K	Hold	4,000	–	–	0.14%	78
2026 Q2	$331K	Hold	4,000	–	–	0.14%	74
2026 Q1	$318K	Hold	4,000	–	–	0.15%	65
2025 Q4	$373K	Hold	4,000	–	–	0.17%	57
2025 Q3	$335K	Hold	4,000	–	–	0.16%	60
2025 Q2	$320K	Hold	4,000	–	–	0.16%	58
2025 Q1	$287K	Hold	4,000	–	–	0.15%	62
2024 Q4	$281K	Sell	4,000 -853	-18%	-$58.2K	0.15%	63
2024 Q3	$274K	Sell	4,853 -1,337	-22%	-$75.6K	0.15%	70
2024 Q2	$368K	Hold	6,190	–	–	0.25%	51
2024 Q1	$359K	Sell	6,190 -460	-7%	-$24.1K	0.24%	51
2023 Q4	$327K	Buy	+6,650	New	+$287K	0.23%	53

Other funds holding WFC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

EPIQ Partners's WFC Position: Q3 2026 in Review

EPIQ Partners held its Wells Fargo (WFC) position steady in Q3 2026 at 4,000 shares worth $320K. The position accounts for 0.14% of the portfolio, ranked #78.

EPIQ Partners first reported a position in WFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $373K in Q4 2025. 719 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

EPIQ Partners held 4,000 shares of Wells Fargo worth $320K as of Q3 2026.
EPIQ Partners left its Wells Fargo share count unchanged in Q3 2026.
Wells Fargo made up 0.14% of EPIQ Partners's portfolio in Q3 2026, its #78 holding.
EPIQ Partners first reported a position in Wells Fargo in Q4 2023 and has held it in 12 quarters since.
EPIQ Partners's Wells Fargo position peaked at $373K in Q4 2025.
719 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

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