Holistic Financial Partners’s Wells Fargo WFC Stock Holding History

Holistic Financial 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	$428K	Buy	5,372 +240	+5%	+$20.6K	0.16%	67
2025 Q4	$478K	Buy	5,132 +397	+8%	+$34.5K	0.17%	61
2025 Q3	$397K	Buy	4,735 +1,875	+66%	+$152K	0.16%	71
2025 Q2	$229K	Buy	+2,860	New	+$206K	0.1%	110
2024 Q2	–	Sell	-3,947	Closed	-$229K	–	137
2024 Q1	$229K	Buy	+3,947	New	+$207K	0.12%	110
2020 Q1	–	Sell	-6,967	Closed	-$375K	–	113
2019 Q4	$375K	Buy	6,967 +1,454	+26%	+$76.2K	0.22%	57
2019 Q3	$278K	Sell	5,513 -1,265	-19%	-$59.6K	0.25%	56
2019 Q2	$321K	Sell	6,778 -6	-0.1%	-$281	0.32%	42
2019 Q1	$328K	Buy	6,784 +761	+13%	+$37.4K	0.14%	78
2018 Q4	$278K	Buy	6,023 +4	+0.1%	+$205	0.29%	43
2018 Q3	$316K	Buy	+6,019	New	+$344K	0.29%	41
2018 Q2	–	Sell	-5,567	Closed	-$292K	–	364
2018 Q1	$292K	Sell	5,567 -22	-0.4%	-$1.31K	0.24%	43
2017 Q4	$339K	Buy	+5,589	New	+$316K	0.28%	39

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Holistic Financial Partners's WFC Position: Q1 2026 in Review

Holistic Financial Partners increased its Wells Fargo (WFC) stake by 4.7% in Q1 2026, buying an estimated $20.6K and bringing the position to 5,372 shares worth $428K. The position accounts for 0.16% of the portfolio, ranked #67.

Holistic Financial Partners first reported a position in WFC in Q4 2017 and has held it in 13 quarters since. The position peaked at $478K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Holistic Financial Partners held 5,372 shares of Wells Fargo worth $428K as of Q1 2026.
Holistic Financial Partners bought 240 Wells Fargo shares in Q1 2026, an estimated $20.6K.
Wells Fargo made up 0.16% of Holistic Financial Partners's portfolio in Q1 2026, its #67 holding.
Holistic Financial Partners first reported a position in Wells Fargo in Q4 2017 and has held it in 13 quarters since.
Holistic Financial Partners's Wells Fargo position peaked at $478K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.