GWP
WFC icon

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
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
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

Gateway Wealth Partners's WFC Position: Q1 2026 in Review

Gateway Wealth Partners increased its Wells Fargo (WFC) stake by 477% in Q1 2026, buying an estimated $1.01M and bringing the position to 14,155 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #355.

Gateway Wealth Partners first reported a position in WFC in Q4 2022 and has held it in 6 quarters since. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Gateway Wealth Partners held 14,155 shares of Wells Fargo worth $1.13M as of Q1 2026.
  • Gateway Wealth Partners bought 11,703 Wells Fargo shares in Q1 2026, an estimated $1.01M.
  • Wells Fargo made up 0.04% of Gateway Wealth Partners's portfolio in Q1 2026, its #355 holding.
  • Gateway Wealth Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 6 quarters since.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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