Impact Partnership Wealth’s Wells Fargo WFC Stock Holding History

Impact Partnership Wealth’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	$218K	Buy	+2,639	New	+$212K	0.02%	405
2026 Q1	–	Sell	-2,453	Closed	-$229K	–	452
2025 Q4	$229K	Buy	+2,453	New	+$213K	0.03%	323
2025 Q1	–	Sell	-14,538	Closed	-$1.02M	–	348
2024 Q4	$1.02M	Sell	14,538 -2,886	-17%	-$197K	0.21%	57
2024 Q3	$984K	Buy	+17,424	New	+$985K	0.22%	55
2024 Q2	–	Sell	-800	Closed	-$46.4K	–	692
2024 Q1	$46.4K	Hold	800	–	–	0.02%	333
2023 Q4	$39.4K	Sell	800 -25	-3%	-$1.08K	0.01%	359
2023 Q3	$33.7K	Buy	+825	New	+$35.6K	0.01%	442

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

Impact Partnership Wealth's WFC Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Wells Fargo (WFC) in Q2 2026: 2,639 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #405 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in WFC as recently as Q4 2025.

Impact Partnership Wealth first reported a position in WFC in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2024. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Impact Partnership Wealth held 2,639 shares of Wells Fargo worth $218K as of Q2 2026.
Wells Fargo was a new Impact Partnership Wealth position in Q2 2026.
Wells Fargo made up 0.02% of Impact Partnership Wealth's portfolio in Q2 2026, its #405 holding.
Impact Partnership Wealth first reported a position in Wells Fargo in Q3 2023 and has held it in 7 quarters since.
Impact Partnership Wealth's Wells Fargo position peaked at $1.02M in Q4 2024.
2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.