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 Q2	$233K	Sell	2,814 -2,558	-48%	-$206K	0.14%	104
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Holistic Financial Partners's WFC Position: Q2 2026 in Review

Holistic Financial Partners reduced its Wells Fargo (WFC) stake by 48% in Q2 2026, selling an estimated $206K and leaving 2,814 shares worth $233K. The position accounts for 0.14% of the portfolio, ranked #104.

Holistic Financial Partners first reported a position in WFC in Q4 2017 and has held it in 14 quarters since. The position peaked at $478K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Holistic Financial Partners held 2,814 shares of Wells Fargo worth $233K as of Q2 2026.
Holistic Financial Partners sold 2,558 Wells Fargo shares in Q2 2026, an estimated $206K.
Wells Fargo made up 0.14% of Holistic Financial Partners's portfolio in Q2 2026, its #104 holding.
Holistic Financial Partners first reported a position in Wells Fargo in Q4 2017 and has held it in 14 quarters since.
Holistic Financial Partners's Wells Fargo position peaked at $478K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.