Flatrock Wealth Partners
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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
Q3 		$458K Buy
5,717
+826
+17% +$71.5K 0.16% 85
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

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Geode Capital Management
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Nuveen
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Flatrock Wealth Partners's WFC Position: Q3 2026 in Review

Flatrock Wealth Partners increased its Wells Fargo (WFC) stake by 17% in Q3 2026, buying an estimated $71.5K and bringing the position to 5,717 shares worth $458K. The position accounts for 0.16% of the portfolio, ranked #85.

Flatrock Wealth Partners first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,083 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Flatrock Wealth Partners held 5,717 shares of Wells Fargo worth $458K as of Q3 2026.
  • Flatrock Wealth Partners bought 826 Wells Fargo shares in Q3 2026, an estimated $71.5K.
  • Wells Fargo made up 0.16% of Flatrock Wealth Partners's portfolio in Q3 2026, its #85 holding.
  • Flatrock Wealth Partners first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Flatrock Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.