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Flatrock Wealth Partners’s Wells Fargo WFC Stock Holding History

Flatrock 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 		$404K Buy
+4,891
New +$393K 0.16% 87
2026
Q1 		– Sell
-3,307
Closed -$308K – 187
2025
Q4 		$308K Buy
+3,307
New +$287K 0.15% 101

Other funds holding WFC

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Flatrock Wealth Partners opened a new position in Wells Fargo (WFC) in Q2 2026: 4,891 shares worth $404K. The stake represents 0.16% of the portfolio and ranks #87 among its holdings. This is a return to the name: Flatrock Wealth Partners previously reported a position in WFC as recently as Q4 2025.

Flatrock Wealth Partners first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Flatrock Wealth Partners held 4,891 shares of Wells Fargo worth $404K as of Q2 2026.
  • Wells Fargo was a new Flatrock Wealth Partners position in Q2 2026.
  • Wells Fargo made up 0.16% of Flatrock Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • Flatrock Wealth Partners first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.