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 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Highline Wealth Partners's WFC Position: Q2 2026 in Review

Highline Wealth Partners increased its Wells Fargo (WFC) stake by 5.3% in Q2 2026, buying an estimated $4.02K and bringing the position to 991 shares worth $81.9K. The position accounts for 0.02% of the portfolio, ranked #186.

Highline Wealth Partners first reported a position in WFC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.15M in Q3 2025. 919 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Highline Wealth Partners held 991 shares of Wells Fargo worth $81.9K as of Q2 2026.
Highline Wealth Partners bought 50 Wells Fargo shares in Q2 2026, an estimated $4.02K.
Wells Fargo made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #186 holding.
Highline Wealth Partners first reported a position in Wells Fargo in Q3 2022 and has held it in 16 quarters since.
Highline Wealth Partners's Wells Fargo position peaked at $1.15M in Q3 2025.
919 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.