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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
Q1 		– Sell
-3,307
Closed -$308K – 187
2025
Q4 		$308K Buy
+3,307
New +$287K 0.15% 101

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

Flatrock Wealth Partners sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 3,307 shares — an estimated $308K sold.

Flatrock Wealth Partners first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $308K in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Flatrock Wealth Partners reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Flatrock Wealth Partners sold 3,307 Wells Fargo shares in Q1 2026, an estimated $308K.
  • Flatrock Wealth Partners first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
  • Flatrock Wealth Partners's Wells Fargo position peaked at $308K in Q4 2025.
  • 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Flatrock Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.