ICP
WFC icon

Impact Capital Partners’s Wells Fargo WFC Stock Holding History

Impact Capital 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 		$359K Sell
4,343
-2
-0% -$161 0.1% 189
2026
Q1 		$346K Buy
4,345
+6
+0.1% +$515 0.1% 193
2025
Q4 		$404K Sell
4,339
-8
-0.2% -$695 0.12% 172
2025
Q3 		$364K Buy
4,347
+49
+1% +$3.97K 0.11% 180
2025
Q2 		$344K Buy
4,298
+330
+8% +$23.8K 0.11% 192
2025
Q1 		$285K Buy
3,968
+252
+7% +$18.9K 0.1% 211
2024
Q4 		$261K Buy
+3,716
New +$254K 0.09% 221

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Impact Capital Partners's WFC Position: Q2 2026 in Review

Impact Capital Partners reduced its Wells Fargo (WFC) stake by 0.05% in Q2 2026, selling an estimated $161 and leaving 4,343 shares worth $359K. The position accounts for 0.1% of the portfolio, ranked #189.

Impact Capital Partners first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $404K in Q4 2025. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Impact Capital Partners held 4,343 shares of Wells Fargo worth $359K as of Q2 2026.
  • Impact Capital Partners sold 2 Wells Fargo shares in Q2 2026, an estimated $161.
  • Wells Fargo made up 0.1% of Impact Capital Partners's portfolio in Q2 2026, its #189 holding.
  • Impact Capital Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Impact Capital Partners's Wells Fargo position peaked at $404K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.