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Investment Partners’s Wells Fargo WFC Stock Holding History

Investment 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 		$206K Sell
2,490
-391
-14% -$31.4K 0.06% 163
2026
Q1 		$229K Buy
2,881
+8
+0.3% +$687 0.08% 147
2025
Q4 		$268K Buy
2,873
+7
+0.2% +$608 0.09% 139
2025
Q3 		$240K Buy
2,866
+76
+3% +$6.16K 0.08% 143
2025
Q2 		$224K Buy
+2,790
New +$201K 0.08% 149
2022
Q4 		– Sell
-8,008
Closed -$322K – 251
2022
Q3 		$322K Buy
+8,008
New +$344K 0.1% 183
2018
Q2 		– Sell
-5,217
Closed -$273K – 158
2018
Q1 		$273K Buy
5,217
+1,028
+25% +$61.1K 0.2% 114
2017
Q4 		$254K Buy
4,189
+1
+0% +$56 0.19% 121
2017
Q3 		$231K Sell
4,188
-1,980
-32% -$105K 0.2% 105
2017
Q2 		$342K Buy
6,168
+974
+19% +$52.2K 0.31% 83
2017
Q1 		$289K Buy
+5,194
New +$295K 0.28% 87
2016
Q4 		– Sell
-7,611
Closed -$337K – 178
2016
Q3 		$337K Buy
+7,611
New +$364K 0.19% 122
2016
Q2 		– Sell
-5,743
Closed -$312K – 168
2016
Q1 		$312K Buy
+5,743
New +$281K 0.2% 120

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

Investment Partners's WFC Position: Q2 2026 in Review

Investment Partners reduced its Wells Fargo (WFC) stake by 14% in Q2 2026, selling an estimated $31.4K and leaving 2,490 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #163.

Investment Partners first reported a position in WFC in Q1 2016 and has held it in 13 quarters since. The position peaked at $342K in Q2 2017. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Investment Partners held 2,490 shares of Wells Fargo worth $206K as of Q2 2026.
  • Investment Partners sold 391 Wells Fargo shares in Q2 2026, an estimated $31.4K.
  • Wells Fargo made up 0.06% of Investment Partners's portfolio in Q2 2026, its #163 holding.
  • Investment Partners first reported a position in Wells Fargo in Q1 2016 and has held it in 13 quarters since.
  • Investment Partners's Wells Fargo position peaked at $342K in Q2 2017.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.