Essential Partners’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$205K Buy
2,477
+1,938
+360% +$156K 0.09% 225
2026
Q1
$42.9K Buy
539
+107
+25% +$9.19K 0.01% 640
2025
Q4
$40.3K Buy
432
+74
+21% +$6.42K 0.01% 666
2025
Q3
$30K Buy
358
+65
+22% +$5.27K 0.01% 753
2025
Q2
$23.5K Buy
+293
New +$21.1K 0.01% 628

Other funds holding WFC

Essential Partners's WFC Position: Q2 2026 in Review

Essential Partners increased its Wells Fargo (WFC) stake by 360% in Q2 2026, buying an estimated $156K and bringing the position to 2,477 shares worth $205K. The position accounts for 0.09% of the portfolio, ranked #225.

Essential Partners first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Essential Partners held 2,477 shares of Wells Fargo worth $205K as of Q2 2026.
  • Essential Partners bought 1,938 Wells Fargo shares in Q2 2026, an estimated $156K.
  • Wells Fargo made up 0.09% of Essential Partners's portfolio in Q2 2026, its #225 holding.
  • Essential Partners first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.