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Freestone Grove Partners’s Wells Fargo WFC Stock Holding History

Freestone Grove 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 		$2.12M Buy
+26,606
New +$2.29M 0.02% 369
2025
Q4 		– Sell
-536,612
Closed -$45M – 971
2025
Q3 		$45M Buy
+536,612
New +$43.5M 0.34% 101
2025
Q2 		– Sell
-232,518
Closed -$16.7M – 872
2025
Q1 		$16.7M Sell
232,518
-391,883
-63% -$29.4M 0.17% 178
2024
Q4 		$43.9M Buy
+624,401
New +$42.6M 0.54% 64

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

Freestone Grove Partners's WFC Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Wells Fargo (WFC) in Q1 2026: 26,606 shares worth $2.12M. The stake represents 0.02% of the portfolio and ranks #369 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in WFC as recently as Q3 2025.

Freestone Grove Partners first reported a position in WFC in Q4 2024 and has held it in 4 quarters since. The position peaked at $45M in Q3 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Freestone Grove Partners held 26,606 shares of Wells Fargo worth $2.12M as of Q1 2026.
  • Wells Fargo was a new Freestone Grove Partners position in Q1 2026.
  • Wells Fargo made up 0.02% of Freestone Grove Partners's portfolio in Q1 2026, its #369 holding.
  • Freestone Grove Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 4 quarters since.
  • Freestone Grove Partners's Wells Fargo position peaked at $45M in Q3 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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