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Golden State Equity Partners’s Wells Fargo WFC Stock Holding History

Golden State Equity 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 		$3.06M Buy
38,425
+3,482
+10% +$299K 0.23% 94
2025
Q4 		$3.26M Buy
34,943
+207
+0.6% +$18K 0.53% 30
2025
Q3 		$2.91M Buy
34,736
+461
+1% +$37.4K 0.49% 38
2025
Q2 		$2.75M Buy
34,275
+1,404
+4% +$101K 0.51% 38
2025
Q1 		$2.36M Sell
32,871
-40
-0.1% -$3K 0.47% 51
2024
Q4 		$2.31M Buy
32,911
+32,538
+8,723% +$2.22M 0.44% 49
2024
Q3 		$21.1K Sell
373
-32,418
-99% -$1.83M 0.01% 503
2024
Q2 		$1.95M Buy
+32,791
New +$1.94M 0.41% 53
2023
Q4 		$2.98M Sell
60,646
-352
-0.6% -$15.2K 0.72% 32
2023
Q3 		$2.49M Buy
60,998
+41,007
+205% +$1.77M 0.69% 35
2023
Q2 		$853K Sell
19,991
-4,813
-19% -$194K 0.24% 104
2023
Q1 		$927K Buy
+24,804
New +$1.08M 0.5% 61
2022
Q1 		$409K Buy
+8,432
New +$451K 0.21% 124
2021
Q4 		– Sell
-6,204
Closed -$288K – 263
2021
Q3 		$288K Sell
6,204
-11,611
-65% -$537K 0.12% 176
2021
Q2 		$807K Buy
17,815
+5,626
+46% +$251K 0.31% 83
2021
Q1 		$476K Sell
12,189
-2,524
-17% -$89.4K 0.27% 93
2020
Q4 		$444K Buy
+14,713
New +$381K 0.31% 89

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

Golden State Equity Partners's WFC Position: Q1 2026 in Review

Golden State Equity Partners increased its Wells Fargo (WFC) stake by 10% in Q1 2026, buying an estimated $299K and bringing the position to 38,425 shares worth $3.06M. The position accounts for 0.23% of the portfolio, ranked #94.

Golden State Equity Partners first reported a position in WFC in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.26M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Golden State Equity Partners held 38,425 shares of Wells Fargo worth $3.06M as of Q1 2026.
  • Golden State Equity Partners bought 3,482 Wells Fargo shares in Q1 2026, an estimated $299K.
  • Wells Fargo made up 0.23% of Golden State Equity Partners's portfolio in Q1 2026, its #94 holding.
  • Golden State Equity Partners first reported a position in Wells Fargo in Q4 2020 and has held it in 17 quarters since.
  • Golden State Equity Partners's Wells Fargo position peaked at $3.26M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.