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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
Q2 		$16.8K Sell
203
-38,222
-99% -$3.07M 0.05% 190
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 Sell
32,911
-179
-0.5% -$12.2K 0.44% 49
2024
Q3 		$1.87M Buy
33,090
+299
+0.9% +$16.9K 0.29% 76
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Equity Partners's WFC Position: Q2 2026 in Review

Golden State Equity Partners reduced its Wells Fargo (WFC) stake by 99% in Q2 2026, selling an estimated $3.07M and leaving 203 shares worth $16.8K. The position accounts for 0.05% of the portfolio, ranked #190.

Golden State Equity Partners first reported a position in WFC in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.26M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Golden State Equity Partners held 203 shares of Wells Fargo worth $16.8K as of Q2 2026.
  • Golden State Equity Partners sold 38,222 Wells Fargo shares in Q2 2026, an estimated $3.07M.
  • Wells Fargo made up 0.05% of Golden State Equity Partners's portfolio in Q2 2026, its #190 holding.
  • Golden State Equity Partners first reported a position in Wells Fargo in Q4 2020 and has held it in 18 quarters since.
  • Golden State Equity Partners's Wells Fargo position peaked at $3.26M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.