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 Q3	$3.68M	Sell	46,008 -875	-2%	-$75.7K	0.33%	64
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Guardian Partners's WFC Position: Q3 2026 in Review

Guardian Partners reduced its Wells Fargo (WFC) stake by 1.9% in Q3 2026, selling an estimated $75.7K and leaving 46,008 shares worth $3.68M. The position accounts for 0.33% of the portfolio, ranked #64.

Guardian Partners first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.39M in Q4 2025. 1,156 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Guardian Partners held 46,008 shares of Wells Fargo worth $3.68M as of Q3 2026.
Guardian Partners sold 875 Wells Fargo shares in Q3 2026, an estimated $75.7K.
Wells Fargo made up 0.33% of Guardian Partners's portfolio in Q3 2026, its #64 holding.
Guardian Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Wells Fargo position peaked at $5.39M in Q4 2025.
1,156 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.