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Madison Wealth Partners’s Wells Fargo WFC Stock Holding History

Madison 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 		$411K Buy
4,976
+564
+13% +$45.3K 0.05% 173
2026
Q1 		$351K Buy
4,412
+309
+8% +$26.5K 0.06% 146
2025
Q4 		$382K Buy
+4,103
New +$356K 0.07% 127

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

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

Madison Wealth Partners increased its Wells Fargo (WFC) stake by 13% in Q2 2026, buying an estimated $45.3K and bringing the position to 4,976 shares worth $411K. The position accounts for 0.05% of the portfolio, ranked #173.

Madison Wealth Partners first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Madison Wealth Partners held 4,976 shares of Wells Fargo worth $411K as of Q2 2026.
  • Madison Wealth Partners bought 564 Wells Fargo shares in Q2 2026, an estimated $45.3K.
  • Wells Fargo made up 0.05% of Madison Wealth Partners's portfolio in Q2 2026, its #173 holding.
  • Madison Wealth Partners first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.