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Evelyn Partners Investment Management (Europe)’s Wells Fargo WFC Stock Holding History

Evelyn Partners Investment Management (Europe)’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
Q1 		$135K Hold
1,696
– – 0.05% 99
2025
Q4 		$158K Sell
1,696
-92
-5% -$7.99K 0.05% 92
2025
Q3 		$150K Hold
1,788
– – 0.05% 91
2025
Q2 		$143K Hold
1,788
– – 0.05% 91
2025
Q1 		$128K Hold
1,788
– – 0.05% 91
2024
Q4 		$126K Buy
+1,788
New +$122K 0.05% 92

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s WFC Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its Wells Fargo (WFC) position steady in Q1 2026 at 1,696 shares worth $135K. The position accounts for 0.05% of the portfolio, ranked #99.

Evelyn Partners Investment Management (Europe) first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $158K in Q4 2025. 2,807 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 1,696 shares of Wells Fargo worth $135K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.05% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #99 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s Wells Fargo position peaked at $158K in Q4 2025.
  • 2,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.