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FAS Wealth Partners’s Wells Fargo WFC Stock Holding History

FAS 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
Q1 		$741K Buy
9,303
+220
+2% +$18.9K 0.05% 197
2025
Q4 		$847K Buy
9,083
+64
+0.7% +$5.56K 0.05% 175
2025
Q3 		$756K Buy
9,019
+58
+0.6% +$4.7K 0.05% 188
2025
Q2 		$718K Buy
8,961
+88
+1% +$6.34K 0.05% 184
2025
Q1 		$637K Buy
8,873
+24
+0.3% +$1.8K 0.05% 183
2024
Q4 		$622K Buy
8,849
+42
+0.5% +$2.87K 0.05% 187
2024
Q3 		$497K Buy
8,807
+52
+0.6% +$2.94K 0.04% 212
2024
Q2 		$520K Buy
8,755
+28
+0.3% +$1.65K 0.04% 203
2024
Q1 		$506K Sell
8,727
-657
-7% -$34.4K 0.04% 203
2023
Q4 		$462K Buy
9,384
+967
+11% +$41.7K 0.04% 205
2023
Q3 		$344K Buy
8,417
+8
+0.1% +$345 0.04% 218
2023
Q2 		$359K Buy
8,409
+59
+0.7% +$2.38K 0.05% 201
2023
Q1 		$312K Sell
8,350
-2,945
-26% -$128K 0.03% 232
2022
Q4 		$466K Buy
11,295
+129
+1% +$5.71K 0.05% 201
2022
Q3 		$449K Buy
11,166
+73
+0.7% +$3.14K 0.05% 189
2022
Q2 		$435K Buy
11,093
+628
+6% +$27.6K 0.05% 194
2022
Q1 		$507K Sell
10,465
-344
-3% -$18.4K 0.05% 190
2021
Q4 		$519K Buy
10,809
+30
+0.3% +$1.48K 0.05% 194
2021
Q3 		$500K Buy
10,779
+58
+0.5% +$2.68K 0.05% 182
2021
Q2 		$486K Sell
10,721
-89
-0.8% -$3.97K 0.05% 184
2021
Q1 		$422K Buy
10,810
+27
+0.3% +$956 0.04% 188
2020
Q4 		$325K Sell
10,783
-1,272
-11% -$32.9K 0.04% 201
2020
Q3 		$283K Buy
12,055
+113
+0.9% +$2.79K 0.04% 204
2020
Q2 		$306K Buy
11,942
+1,731
+17% +$47.4K 0.05% 192
2020
Q1 		$293K Buy
10,211
+951
+10% +$40.4K 0.05% 171
2019
Q4 		$498K Buy
9,260
+64
+0.7% +$3.35K 0.08% 137
2019
Q3 		$464K Sell
9,196
-441
-5% -$20.8K 0.08% 135
2019
Q2 		$456K Sell
9,637
-249
-3% -$11.6K 0.08% 134
2019
Q1 		$478K Buy
9,886
+1,139
+13% +$56K 0.09% 131
2018
Q4 		$403K Buy
8,747
+55
+0.6% +$2.82K 0.09% 136
2018
Q3 		$457K Buy
8,692
+33
+0.4% +$1.88K 0.1% 126
2018
Q2 		$480K Buy
8,659
+2,937
+51% +$157K 0.13% 111
2018
Q1 		$300K Sell
5,722
-1,185
-17% -$70.4K 0.09% 140
2017
Q4 		$419K Buy
6,907
+26
+0.4% +$1.47K 0.11% 123
2017
Q3 		$380K Sell
6,881
-186
-3% -$9.89K 0.11% 124
2017
Q2 		$392K Buy
7,067
+42
+0.6% +$2.25K 0.12% 113
2017
Q1 		$391K Buy
7,025
+437
+7% +$24.8K 0.12% 113
2016
Q4 		$363K Buy
6,588
+53
+0.8% +$2.67K 0.11% 107
2016
Q3 		$289K Buy
6,535
+575
+10% +$27.5K 0.09% 118
2016
Q2 		$282K Sell
5,960
-278
-4% -$13.6K 0.1% 119
2016
Q1 		$302K Buy
6,238
+182
+3% +$8.91K 0.16% 91
2015
Q4 		$329K Buy
6,056
+340
+6% +$18.5K 0.16% 85
2015
Q3 		$294K Buy
5,716
+35
+0.6% +$1.93K 0.17% 77
2015
Q2 		$319K Buy
+5,681
New +$317K 0.16% 79

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

FAS Wealth Partners's WFC Position: Q1 2026 in Review

FAS Wealth Partners increased its Wells Fargo (WFC) stake by 2.4% in Q1 2026, buying an estimated $18.9K and bringing the position to 9,303 shares worth $741K. The position accounts for 0.05% of the portfolio, ranked #197.

FAS Wealth Partners first reported a position in WFC in Q2 2015 and has held it in 44 quarters since. The position peaked at $847K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • FAS Wealth Partners held 9,303 shares of Wells Fargo worth $741K as of Q1 2026.
  • FAS Wealth Partners bought 220 Wells Fargo shares in Q1 2026, an estimated $18.9K.
  • Wells Fargo made up 0.05% of FAS Wealth Partners's portfolio in Q1 2026, its #197 holding.
  • FAS Wealth Partners first reported a position in Wells Fargo in Q2 2015 and has held it in 44 quarters since.
  • FAS Wealth Partners's Wells Fargo position peaked at $847K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.