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Investment Research Partners’s Wells Fargo WFC Stock Holding History

Investment Research 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 		$710K Buy
8,592
+2,540
+42% +$204K 0.24% 97
2026
Q1 		$482K Sell
6,052
-14
-0.2% -$1.2K 0.2% 122
2025
Q4 		$565K Hold
6,066
– – 0.24% 97
2025
Q3 		$522K Buy
+6,066
New +$492K 0.23% 104

Other funds holding WFC

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BlackRock New York $6.73T AUM 46.02% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Investment Research Partners's WFC Position: Q2 2026 in Review

Investment Research Partners increased its Wells Fargo (WFC) stake by 42% in Q2 2026, buying an estimated $204K and bringing the position to 8,592 shares worth $710K. The position accounts for 0.24% of the portfolio, ranked #97.

Investment Research Partners first reported a position in WFC in Q3 2025 and has held it in 4 quarters since. 2,250 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Investment Research Partners held 8,592 shares of Wells Fargo worth $710K as of Q2 2026.
  • Investment Research Partners bought 2,540 Wells Fargo shares in Q2 2026, an estimated $204K.
  • Wells Fargo made up 0.24% of Investment Research Partners's portfolio in Q2 2026, its #97 holding.
  • Investment Research Partners first reported a position in Wells Fargo in Q3 2025 and has held it in 4 quarters since.
  • 2,250 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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