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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
2018
Q2 		– Sell
-3,000
Closed -$4K – 620
2018
Q1 		$4K Buy
+3,000
New +$178K ﹤0.01% 549

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
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.