Gateway Wealth Partners’s Wells Fargo WFC Stock Holding History

Gateway Wealth 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	$413K	Sell	4,997 -9,158	-65%	-$736K	0.02%	521
2026 Q1	$1.13M	Buy	14,155 +11,703	+477%	+$1.01M	0.04%	355
2025 Q4	$229K	Buy	+2,452	New	+$213K	0.03%	424
2023 Q4	–	Sell	-8,467	Closed	-$346K	–	289
2023 Q3	$346K	Buy	8,467 +73	+0.9%	+$3.15K	0.06%	173
2023 Q2	$358K	Sell	8,394 -40	-0.5%	-$1.61K	0.06%	160
2023 Q1	$315K	Buy	8,434 +435	+5%	+$19K	0.05%	158
2022 Q4	$330K	Buy	+7,999	New	+$354K	0.06%	138

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

Gateway Wealth Partners's WFC Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Wells Fargo (WFC) stake by 65% in Q2 2026, selling an estimated $736K and leaving 4,997 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #521.

Gateway Wealth Partners first reported a position in WFC in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.13M in Q1 2026. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Gateway Wealth Partners held 4,997 shares of Wells Fargo worth $413K as of Q2 2026.
Gateway Wealth Partners sold 9,158 Wells Fargo shares in Q2 2026, an estimated $736K.
Wells Fargo made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #521 holding.
Gateway Wealth Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 7 quarters since.
Gateway Wealth Partners's Wells Fargo position peaked at $1.13M in Q1 2026.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.