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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

EPIQ Partners's WFC Position: Q2 2026 in Review

EPIQ Partners held its Wells Fargo (WFC) position steady in Q2 2026 at 4,000 shares worth $331K. The position accounts for 0.14% of the portfolio, ranked #74.

EPIQ Partners first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $373K in Q4 2025. 589 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • EPIQ Partners held 4,000 shares of Wells Fargo worth $331K as of Q2 2026.
  • EPIQ Partners left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.14% of EPIQ Partners's portfolio in Q2 2026, its #74 holding.
  • EPIQ Partners first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • EPIQ Partners's Wells Fargo position peaked at $373K in Q4 2025.
  • 589 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.