Invenio Wealth Partners’s Wells Fargo WFC Stock Holding History

Invenio 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	$272K	Sell	3,295 -11	-0.3%	-$884	0.1%	82
2026 Q1	$263K	Buy	3,306 +974	+42%	+$83.7K	0.1%	76
2025 Q4	$217K	Buy	+2,332	New	+$202K	0.08%	89
2025 Q2	–	Sell	-3,248	Closed	-$233K	–	105
2025 Q1	$233K	Sell	3,248 -535	-14%	-$40.2K	0.1%	84
2024 Q4	$266K	Hold	3,783	–	–	0.11%	85
2024 Q3	$214K	Hold	3,783	–	–	0.09%	96
2024 Q2	$225K	Sell	3,783 -284	-7%	-$16.8K	0.11%	88
2024 Q1	$236K	Buy	+4,067	New	+$213K	0.13%	88

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 $3.38T AUM 44.17% 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

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

Invenio Wealth Partners reduced its Wells Fargo (WFC) stake by 0.33% in Q2 2026, selling an estimated $884 and leaving 3,295 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #82.

Invenio Wealth Partners first reported a position in WFC in Q1 2024 and has held it in 8 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Invenio Wealth Partners held 3,295 shares of Wells Fargo worth $272K as of Q2 2026.
Invenio Wealth Partners sold 11 Wells Fargo shares in Q2 2026, an estimated $884.
Wells Fargo made up 0.1% of Invenio Wealth Partners's portfolio in Q2 2026, its #82 holding.
Invenio Wealth Partners first reported a position in Wells Fargo in Q1 2024 and has held it in 8 quarters since.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.