Focus Partners Wealth
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Focus Partners Wealth’s Wells Fargo WFC Stock Holding History

Focus Partners Wealth’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 		$57.8M Sell
725,628
-44,771
-6% -$3.85M 0.06% 264
2025
Q4 		$69.5M Buy
770,399
+283,672
+58% +$24.6M 0.08% 225
2025
Q3 		$40.8M Buy
486,727
+237,072
+95% +$19.2M 0.07% 247
2025
Q2 		$20M Buy
249,655
+50,718
+25% +$3.66M 0.04% 360
2025
Q1 		$14.3M Sell
198,937
-4,119
-2% -$309K 0.04% 400
2024
Q4 		$14.3M Sell
203,056
-596
-0.3% -$40.7K 0.04% 385
2024
Q3 		$11.5M Sell
203,652
-56,394
-22% -$3.19M 0.04% 381
2024
Q2 		$15.4M Buy
260,046
+177,133
+214% +$10.5M 0.05% 285
2024
Q1 		$4.81M Buy
82,913
+64,759
+357% +$3.39M 0.04% 329
2023
Q4 		$894K Buy
+18,154
New +$783K 0.01% 471

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 Wealth's WFC Position: Q1 2026 in Review

Focus Partners Wealth reduced its Wells Fargo (WFC) stake by 5.8% in Q1 2026, selling an estimated $3.85M and leaving 725,628 shares worth $57.8M. The position accounts for 0.06% of the portfolio, ranked #264.

Focus Partners Wealth first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $69.5M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Focus Partners Wealth held 725,628 shares of Wells Fargo worth $57.8M as of Q1 2026.
  • Focus Partners Wealth sold 44,771 Wells Fargo shares in Q1 2026, an estimated $3.85M.
  • Wells Fargo made up 0.06% of Focus Partners Wealth's portfolio in Q1 2026, its #264 holding.
  • Focus Partners Wealth first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Wells Fargo position peaked at $69.5M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.