Guardian Partners’s Wells Fargo WFC Stock Holding History

Guardian 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	$3.87M	Sell	46,883 -9,330	-17%	-$750K	0.35%	57
2026 Q1	$4.49M	Sell	56,213 -1,849	-3%	-$159K	0.37%	61
2025 Q4	$5.39M	Sell	58,062 -150	-0.3%	-$13K	0.43%	59
2025 Q3	$4.71M	Sell	58,212 -635	-1%	-$51.5K	0.4%	64
2025 Q2	$4.81M	Buy	58,847 +1,500	+3%	+$108K	0.43%	62
2025 Q1	$3.9M	Sell	57,347 -1,926	-3%	-$145K	0.4%	70
2024 Q4	$4.24M	Buy	+59,273	New	+$4.05M	0.43%	65

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

Guardian Partners's WFC Position: Q2 2026 in Review

Guardian Partners reduced its Wells Fargo (WFC) stake by 17% in Q2 2026, selling an estimated $750K and leaving 46,883 shares worth $3.87M. The position accounts for 0.35% of the portfolio, ranked #57.

Guardian Partners first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.39M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Guardian Partners held 46,883 shares of Wells Fargo worth $3.87M as of Q2 2026.
Guardian Partners sold 9,330 Wells Fargo shares in Q2 2026, an estimated $750K.
Wells Fargo made up 0.35% of Guardian Partners's portfolio in Q2 2026, its #57 holding.
Guardian Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's Wells Fargo position peaked at $5.39M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.