Family Wealth Partners’s Wells Fargo WFC Stock Holding History

Family Wealth 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	$227K	Buy	+2,747	New	+$221K	0.07%	92

Other funds holding WFC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Family Wealth Partners's WFC Position: Q2 2026 in Review

Family Wealth Partners opened a new position in Wells Fargo (WFC) in Q2 2026: 2,747 shares worth $227K. The stake represents 0.07% of the portfolio and ranks #92 among its holdings.

1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Family Wealth Partners held 2,747 shares of Wells Fargo worth $227K as of Q2 2026.
Wells Fargo was a new Family Wealth Partners position in Q2 2026.
Wells Fargo made up 0.07% of Family Wealth Partners's portfolio in Q2 2026, its #92 holding.
1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.