Interchange Capital Partners’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-300
Closed -$579 483
2026
Q1
$579 Buy
+300
New +$25.8K ﹤0.01% 303
2025
Q2
Sell
-300
Closed -$579 319
2025
Q1
$579 Buy
+300
New +$22.5K ﹤0.01% 294

Other funds holding WFC

Interchange Capital Partners's WFC Position: Q2 2026 in Review

Interchange Capital Partners increased its Wells Fargo (WFC) stake by 25% in Q2 2026, buying an estimated $149K and bringing the position to 9,334 shares worth $771K. The position accounts for 0.15% of the portfolio, ranked #142.

Interchange Capital Partners first reported a position in WFC in Q4 2020 and has held it in 14 quarters since. The position peaked at $978K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Interchange Capital Partners held 9,334 shares of Wells Fargo worth $771K as of Q2 2026.
  • Interchange Capital Partners bought 1,849 Wells Fargo shares in Q2 2026, an estimated $149K.
  • Wells Fargo made up 0.15% of Interchange Capital Partners's portfolio in Q2 2026, its #142 holding.
  • Interchange Capital Partners first reported a position in Wells Fargo in Q4 2020 and has held it in 14 quarters since.
  • Interchange Capital Partners's Wells Fargo position peaked at $978K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.