Focus Partners Wealth
WFC icon

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
Q2 		$68.9M Buy
833,739
+108,111
+15% +$8.69M 0.07% 256
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 $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 Wealth's WFC Position: Q2 2026 in Review

Focus Partners Wealth increased its Wells Fargo (WFC) stake by 15% in Q2 2026, buying an estimated $8.69M and bringing the position to 833,739 shares worth $68.9M. The position accounts for 0.07% of the portfolio, ranked #256.

Focus Partners Wealth first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $69.5M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Focus Partners Wealth held 833,739 shares of Wells Fargo worth $68.9M as of Q2 2026.
  • Focus Partners Wealth bought 108,111 Wells Fargo shares in Q2 2026, an estimated $8.69M.
  • Wells Fargo made up 0.07% of Focus Partners Wealth's portfolio in Q2 2026, its #256 holding.
  • Focus Partners Wealth first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Wells Fargo position peaked at $69.5M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.