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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
Q2 		$5.71M Buy
69,083
+12,525
+22% +$1.01M 0.05% 171
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 $6.73T AUM 46.02% 1-Year Est. Return
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

Focus Partners Advisor Solutions's WFC Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Wells Fargo (WFC) stake by 22% in Q2 2026, buying an estimated $1.01M and bringing the position to 69,083 shares worth $5.71M. The position accounts for 0.05% of the portfolio, ranked #171.

Focus Partners Advisor Solutions first reported a position in WFC in Q1 2022 and has held it in 18 quarters since. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Focus Partners Advisor Solutions held 69,083 shares of Wells Fargo worth $5.71M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 12,525 Wells Fargo shares in Q2 2026, an estimated $1.01M.
  • Wells Fargo made up 0.05% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #171 holding.
  • Focus Partners Advisor Solutions first reported a position in Wells Fargo in Q1 2022 and has held it in 18 quarters since.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.