Evelyn Partners
WFC icon

Evelyn Partners’s Wells Fargo WFC Stock Holding History

Evelyn 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 		$124K Sell
1,551
-285
-16% -$24.7K ﹤0.01% 354
2026
Q2 		$152K Buy
+1,836
New +$148K ﹤0.01% 285

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Evelyn Partners's WFC Position: Q3 2026 in Review

Evelyn Partners reduced its Wells Fargo (WFC) stake by 16% in Q3 2026, selling an estimated $24.7K and leaving 1,551 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Evelyn Partners first reported a position in WFC in Q2 2026 and has held it in 2 quarters since. The position peaked at $152K in Q2 2026. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Evelyn Partners held 1,551 shares of Wells Fargo worth $124K as of Q3 2026.
  • Evelyn Partners sold 285 Wells Fargo shares in Q3 2026, an estimated $24.7K.
  • Wells Fargo made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #354 holding.
  • Evelyn Partners first reported a position in Wells Fargo in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's Wells Fargo position peaked at $152K in Q2 2026.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.