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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
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 $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

Investment Partners's WFC Position: Q1 2026 in Review

Investment Partners increased its Wells Fargo (WFC) stake by 0.28% in Q1 2026, buying an estimated $687 and bringing the position to 2,881 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #147.

Investment Partners first reported a position in WFC in Q1 2016 and has held it in 12 quarters since. The position peaked at $342K in Q2 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Investment Partners held 2,881 shares of Wells Fargo worth $229K as of Q1 2026.
  • Investment Partners bought 8 Wells Fargo shares in Q1 2026, an estimated $687.
  • Wells Fargo made up 0.08% of Investment Partners's portfolio in Q1 2026, its #147 holding.
  • Investment Partners first reported a position in Wells Fargo in Q1 2016 and has held it in 12 quarters since.
  • Investment Partners's Wells Fargo position peaked at $342K in Q2 2017.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.