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Meridian Wealth Partners’s Wells Fargo WFC Stock Holding History

Meridian 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 		– Sell
-2,501
Closed -$233K – 126
2025
Q4 		$233K Sell
2,501
-43
-2% -$3.73K 0.03% 98
2025
Q3 		$213K Sell
2,544
-6,265
-71% -$508K 0.03% 109
2025
Q2 		$706K Buy
8,809
+39
+0.4% +$2.81K 0.1% 49
2025
Q1 		$630K Sell
8,770
-227
-3% -$17K 0.1% 50
2024
Q4 		$632K Sell
8,997
-33,242
-79% -$2.27M 0.1% 52
2024
Q3 		$2.39M Sell
42,239
-210
-0.5% -$11.9K 0.37% 28
2024
Q2 		$2.52M Buy
42,449
+274
+0.6% +$16.2K 0.45% 25
2024
Q1 		$2.44M Buy
42,175
+240
+0.6% +$12.6K 0.44% 25
2023
Q4 		$2.06M Buy
41,935
+540
+1% +$23.3K 0.39% 26
2023
Q3 		$1.69M Buy
41,395
+172
+0.4% +$7.43K 0.35% 25
2023
Q2 		$1.76M Sell
41,223
-207
-0.5% -$8.33K 0.36% 23
2023
Q1 		$1.55M Sell
41,430
-105
-0.3% -$4.58K 0.34% 25
2022
Q4 		$1.71M Buy
41,535
+263
+0.6% +$11.6K 0.4% 24
2022
Q3 		$1.66M Sell
41,272
-38
-0.1% -$1.63K 0.42% 23
2022
Q2 		$1.62M Buy
41,310
+815
+2% +$35.8K 0.38% 24
2022
Q1 		$1.96M Sell
40,495
-556
-1% -$29.8K 0.41% 25
2021
Q4 		$1.97M Sell
41,051
-95
-0.2% -$4.68K 0.39% 25
2021
Q3 		$1.91M Buy
41,146
+442
+1% +$20.5K 0.41% 24
2021
Q2 		$1.84M Sell
40,704
-687
-2% -$30.7K 0.43% 21
2021
Q1 		$1.62M Buy
41,391
+678
+2% +$24K 0.49% 22
2020
Q4 		$1.23M Buy
40,713
+62
+0.2% +$1.6K 0.51% 18
2020
Q3 		$956K Sell
40,651
-499
-1% -$12.3K 0.48% 20
2020
Q2 		$1.05M Buy
41,150
+605
+1% +$16.6K 0.57% 18
2020
Q1 		$1.16M Buy
40,545
+342
+0.9% +$14.5K 0.69% 18
2019
Q4 		$2.16M Buy
+40,203
New +$2.11M 1.35% 13

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

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

Meridian Wealth Partners sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,501 shares — an estimated $233K sold.

Meridian Wealth Partners first reported a position in WFC in Q4 2019 and held it in 25 quarters. The position peaked at $2.52M in Q2 2024. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Meridian Wealth Partners reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Meridian Wealth Partners sold 2,501 Wells Fargo shares in Q1 2026, an estimated $233K.
  • Meridian Wealth Partners first reported a position in Wells Fargo in Q4 2019 and held it in 25 quarters.
  • Meridian Wealth Partners's Wells Fargo position peaked at $2.52M in Q2 2024.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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