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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
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
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

FourThought Financial Partners's WFC Position: Q1 2026 in Review

FourThought Financial Partners reduced its Wells Fargo (WFC) stake by 7.4% in Q1 2026, selling an estimated $54.1K and leaving 7,895 shares worth $629K. The position accounts for 0.05% of the portfolio, ranked #166.

FourThought Financial Partners first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $795K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • FourThought Financial Partners held 7,895 shares of Wells Fargo worth $629K as of Q1 2026.
  • FourThought Financial Partners sold 630 Wells Fargo shares in Q1 2026, an estimated $54.1K.
  • Wells Fargo made up 0.05% of FourThought Financial Partners's portfolio in Q1 2026, its #166 holding.
  • FourThought Financial Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • FourThought Financial Partners's Wells Fargo position peaked at $795K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.