Intellectus Partners’s Wells Fargo WFC Stock Holding History

Intellectus 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	$491K	Hold	5,945	–	–	0.09%	203
2026 Q1	$473K	Buy	+5,945	New	+$511K	0.1%	206
2020 Q3	–	Sell	-8,165	Closed	-$209K	–	233
2020 Q2	$209K	Buy	8,165 +554	+7%	+$15.2K	0.08%	201
2020 Q1	$218K	Sell	7,611 -2,408	-24%	-$102K	0.1%	179
2019 Q4	$539K	Buy	+10,019	New	+$525K	0.22%	142
2019 Q2	–	Sell	-3,818	Closed	-$184K	–	406
2019 Q1	$184K	Hold	3,818	–	–	0.08%	192
2018 Q4	$176K	Buy	3,818 +1,814	+91%	+$92.9K	0.12%	120
2018 Q3	$105K	Hold	2,004	–	–	0.04%	287
2018 Q2	$111K	Sell	2,004 -250	-11%	-$13.4K	0.04%	271
2018 Q1	$118K	Sell	2,254 -760	-25%	-$45.1K	0.04%	267
2017 Q4	$183K	Sell	3,014 -457	-13%	-$25.8K	0.07%	228
2017 Q3	$191K	Hold	3,471	–	–	0.08%	235
2017 Q2	$192K	Buy	3,471 +760	+28%	+$40.7K	0.09%	211
2017 Q1	$151K	Hold	2,711	–	–	0.08%	198
2016 Q4	$149K	Buy	+2,711	New	+$136K	0.08%	190

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

Intellectus Partners's WFC Position: Q2 2026 in Review

Intellectus Partners held its Wells Fargo (WFC) position steady in Q2 2026 at 5,945 shares worth $491K. The position accounts for 0.09% of the portfolio, ranked #203.

Intellectus Partners first reported a position in WFC in Q4 2016 and has held it in 15 quarters since. The position peaked at $539K in Q4 2019. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Intellectus Partners held 5,945 shares of Wells Fargo worth $491K as of Q2 2026.
Intellectus Partners left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.09% of Intellectus Partners's portfolio in Q2 2026, its #203 holding.
Intellectus Partners first reported a position in Wells Fargo in Q4 2016 and has held it in 15 quarters since.
Intellectus Partners's Wells Fargo position peaked at $539K in Q4 2019.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.