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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invenio Wealth Partners's WFC Position: Q1 2026 in Review

Invenio Wealth Partners increased its Wells Fargo (WFC) stake by 42% in Q1 2026, buying an estimated $83.7K and bringing the position to 3,306 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #76.

Invenio Wealth Partners first reported a position in WFC in Q1 2024 and has held it in 7 quarters since. The position peaked at $266K in Q4 2024. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Invenio Wealth Partners held 3,306 shares of Wells Fargo worth $263K as of Q1 2026.
  • Invenio Wealth Partners bought 974 Wells Fargo shares in Q1 2026, an estimated $83.7K.
  • Wells Fargo made up 0.1% of Invenio Wealth Partners's portfolio in Q1 2026, its #76 holding.
  • Invenio Wealth Partners first reported a position in Wells Fargo in Q1 2024 and has held it in 7 quarters since.
  • Invenio Wealth Partners's Wells Fargo position peaked at $266K in Q4 2024.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Invenio Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.