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Focus Partners Advisor Solutions’s Wells Fargo WFC Stock Holding History

Focus Partners Advisor Solutions’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 		$4.5M Buy
56,558
+5,935
+12% +$510K 0.05% 185
2025
Q4 		$4.72M Sell
50,623
-8,373
-14% -$727K 0.06% 158
2025
Q3 		$5.05M Buy
58,996
+12,479
+27% +$1.01M 0.06% 169
2025
Q2 		$3.73M Sell
46,517
-4,345
-9% -$313K 0.05% 174
2025
Q1 		$3.65M Buy
50,862
+1,812
+4% +$136K 0.06% 162
2024
Q4 		$3.45M Buy
49,050
+4,377
+10% +$299K 0.06% 154
2024
Q3 		$2.52M Buy
44,673
+564
+1% +$31.9K 0.05% 171
2024
Q2 		$2.62M Buy
44,109
+4,202
+11% +$248K 0.07% 140
2024
Q1 		$2.31M Buy
39,907
+22,835
+134% +$1.19M 0.07% 145
2023
Q4 		$840K Sell
17,072
-654
-4% -$28.2K 0.04% 183
2023
Q3 		$724K Buy
17,726
+11,404
+180% +$492K 0.04% 202
2023
Q2 		$270K Buy
6,322
+761
+14% +$30.6K 0.02% 309
2023
Q1 		$208K Buy
5,561
+144
+3% +$6.28K 0.01% 329
2022
Q4 		$224K Sell
5,417
-14,840
-73% -$657K 0.02% 306
2022
Q3 		$815K Buy
20,257
+14,079
+228% +$605K 0.05% 174
2022
Q2 		$242K Sell
6,178
-82
-1% -$3.6K 0.02% 296
2022
Q1 		$305K Buy
+6,260
New +$335K 0.03% 239

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

Focus Partners Advisor Solutions's WFC Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Wells Fargo (WFC) stake by 12% in Q1 2026, buying an estimated $510K and bringing the position to 56,558 shares worth $4.5M. The position accounts for 0.05% of the portfolio, ranked #185.

Focus Partners Advisor Solutions first reported a position in WFC in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.05M in Q3 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Focus Partners Advisor Solutions held 56,558 shares of Wells Fargo worth $4.5M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 5,935 Wells Fargo shares in Q1 2026, an estimated $510K.
  • Wells Fargo made up 0.05% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #185 holding.
  • Focus Partners Advisor Solutions first reported a position in Wells Fargo in Q1 2022 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's Wells Fargo position peaked at $5.05M in Q3 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.