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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
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
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

Guardian Partners's WFC Position: Q1 2026 in Review

Guardian Partners reduced its Wells Fargo (WFC) stake by 3.2% in Q1 2026, selling an estimated $159K and leaving 56,213 shares worth $4.49M. The position accounts for 0.37% of the portfolio, ranked #61.

Guardian Partners first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.39M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Guardian Partners held 56,213 shares of Wells Fargo worth $4.49M as of Q1 2026.
  • Guardian Partners sold 1,849 Wells Fargo shares in Q1 2026, an estimated $159K.
  • Wells Fargo made up 0.37% of Guardian Partners's portfolio in Q1 2026, its #61 holding.
  • Guardian Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's Wells Fargo position peaked at $5.39M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.