EIP
WFC icon

Essential Investment Partners’s Wells Fargo WFC Stock Holding History

Essential Investment 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 		$120K Hold
1,447
– – 0.1% 112
2026
Q1 		$115K Hold
1,447
– – 0.11% 106
2025
Q4 		$135K Buy
+1,447
New +$126K 0.13% 95

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

Essential Investment Partners's WFC Position: Q2 2026 in Review

Essential Investment Partners held its Wells Fargo (WFC) position steady in Q2 2026 at 1,447 shares worth $120K. The position accounts for 0.1% of the portfolio, ranked #112.

Essential Investment Partners first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $135K in Q4 2025. 728 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Essential Investment Partners held 1,447 shares of Wells Fargo worth $120K as of Q2 2026.
  • Essential Investment Partners left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.1% of Essential Investment Partners's portfolio in Q2 2026, its #112 holding.
  • Essential Investment Partners first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Wells Fargo position peaked at $135K in Q4 2025.
  • 728 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.