FourThought Financial Partners’s Wells Fargo WFC Stock Holding History

FourThought Financial 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 Q2	$672K	Buy	8,136 +241	+3%	+$19.4K	0.05%	179
2026 Q1	$629K	Sell	7,895 -630	-7%	-$54.1K	0.05%	166
2025 Q4	$795K	Buy	8,525 +831	+11%	+$72.1K	0.07%	162
2025 Q3	$645K	Buy	7,694 +392	+5%	+$31.8K	0.06%	168
2025 Q2	$585K	Buy	7,302 +2,228	+44%	+$161K	0.06%	172
2025 Q1	$364K	Sell	5,074 -258	-5%	-$19.4K	0.04%	221
2024 Q4	$375K	Buy	+5,332	New	+$364K	0.04%	223

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FourThought Financial Partners's WFC Position: Q2 2026 in Review

FourThought Financial Partners increased its Wells Fargo (WFC) stake by 3.1% in Q2 2026, buying an estimated $19.4K and bringing the position to 8,136 shares worth $672K. The position accounts for 0.05% of the portfolio, ranked #179.

FourThought Financial Partners first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $795K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

FourThought Financial Partners held 8,136 shares of Wells Fargo worth $672K as of Q2 2026.
FourThought Financial Partners bought 241 Wells Fargo shares in Q2 2026, an estimated $19.4K.
Wells Fargo made up 0.05% of FourThought Financial Partners's portfolio in Q2 2026, its #179 holding.
FourThought Financial Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
FourThought Financial Partners's Wells Fargo position peaked at $795K in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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