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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Impact Partnership Wealth's WFC Position: Q1 2026 in Review

Impact Partnership Wealth sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,453 shares — an estimated $229K sold.

Impact Partnership Wealth first reported a position in WFC in Q3 2023 and held it in 6 quarters. The position peaked at $1.02M in Q4 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Impact Partnership Wealth reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,453 Wells Fargo shares in Q1 2026, an estimated $229K.
  • Impact Partnership Wealth first reported a position in Wells Fargo in Q3 2023 and held it in 6 quarters.
  • Impact Partnership Wealth's Wells Fargo position peaked at $1.02M in Q4 2024.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.