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 Q2	–	Sell	-26,606	Closed	-$2.12M	–	1350
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 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 $3.37T AUM 44.26% 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

Freestone Grove Partners's WFC Position: Q2 2026 in Review

Freestone Grove Partners sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 26,606 shares — an estimated $2.12M sold.

Freestone Grove Partners first reported a position in WFC in Q4 2024 and held it in 4 quarters. The position peaked at $45M in Q3 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Freestone Grove Partners reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Freestone Grove Partners sold 26,606 Wells Fargo shares in Q2 2026, an estimated $2.12M.
Freestone Grove Partners first reported a position in Wells Fargo in Q4 2024 and held it in 4 quarters.
Freestone Grove Partners's Wells Fargo position peaked at $45M in Q3 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.