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Innova Wealth Partners’s Wells Fargo WFC Stock Holding History

Innova Wealth 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 		$217K Buy
2,631
+2
+0.1% +$161 0.09% 165
2026
Q1 		$209K Buy
2,629
+8
+0.3% +$687 0.1% 149
2025
Q4 		$244K Buy
+2,621
New +$228K 0.12% 124

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
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

Innova Wealth Partners's WFC Position: Q2 2026 in Review

Innova Wealth Partners increased its Wells Fargo (WFC) stake by 0.08% in Q2 2026, buying an estimated $161 and bringing the position to 2,631 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #165.

Innova Wealth Partners first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $244K in Q4 2025. 1,243 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Innova Wealth Partners held 2,631 shares of Wells Fargo worth $217K as of Q2 2026.
  • Innova Wealth Partners bought 2 Wells Fargo shares in Q2 2026, an estimated $161.
  • Wells Fargo made up 0.09% of Innova Wealth Partners's portfolio in Q2 2026, its #165 holding.
  • Innova Wealth Partners first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Innova Wealth Partners's Wells Fargo position peaked at $244K in Q4 2025.
  • 1,243 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.