Highline Wealth Partners
WFC icon

Highline Wealth Partners’s Wells Fargo WFC Stock Holding History

Highline Wealth 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 		$101K Buy
1,262
+271
+27% +$23.4K 0.02% 183
2026
Q2 		$81.9K Buy
991
+50
+5% +$4.02K 0.02% 186
2026
Q1 		$74.9K Buy
941
+172
+22% +$14.8K 0.02% 134
2025
Q4 		$71.7K Sell
769
-12,994
-94% -$1.13M 0.02% 116
2025
Q3 		$1.15M Buy
13,763
+7
+0.1% +$568 0.31% 51
2025
Q2 		$1.1M Sell
13,756
-59
-0.4% -$4.25K 0.33% 52
2025
Q1 		$992K Buy
13,815
+156
+1% +$11.7K 0.33% 53
2024
Q4 		$959K Buy
13,659
+178
+1% +$12.2K 0.31% 55
2024
Q3 		$762K Buy
13,481
+31
+0.2% +$1.75K 0.25% 65
2024
Q2 		$799K Buy
13,450
+304
+2% +$17.9K 0.3% 59
2024
Q1 		$762K Buy
13,146
+1
+0% +$52 0.31% 61
2023
Q4 		$647K Hold
13,145
– – 0.31% 66
2023
Q3 		$537K Hold
13,145
– – 0.33% 65
2023
Q2 		$561K Sell
13,145
-150
-1% -$6.04K 0.35% 65
2023
Q1 		$497K Buy
13,295
+2,001
+18% +$87.2K 0.34% 68
2022
Q4 		$466K Hold
11,294
– – 0.34% 71
2022
Q3 		$454K Buy
+11,294
New +$485K 0.37% 60

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Highline Wealth Partners's WFC Position: Q3 2026 in Review

Highline Wealth Partners increased its Wells Fargo (WFC) stake by 27% in Q3 2026, buying an estimated $23.4K and bringing the position to 1,262 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #183.

Highline Wealth Partners first reported a position in WFC in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.15M in Q3 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Highline Wealth Partners held 1,262 shares of Wells Fargo worth $101K as of Q3 2026.
  • Highline Wealth Partners bought 271 Wells Fargo shares in Q3 2026, an estimated $23.4K.
  • Wells Fargo made up 0.02% of Highline Wealth Partners's portfolio in Q3 2026, its #183 holding.
  • Highline Wealth Partners first reported a position in Wells Fargo in Q3 2022 and has held it in 17 quarters since.
  • Highline Wealth Partners's Wells Fargo position peaked at $1.15M in Q3 2025.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.