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Narus Financial Partners’s Wells Fargo WFC Stock Holding History

Narus Financial 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 		$470K Sell
5,900
-128
-2% -$11K 0.12% 104
2025
Q4 		$562K Buy
6,028
+41
+0.7% +$3.56K 0.15% 86
2025
Q3 		$502K Buy
5,987
+667
+13% +$54.1K 0.14% 95
2025
Q2 		$426K Buy
5,320
+334
+7% +$24.1K 0.13% 93
2025
Q1 		$358K Buy
4,986
+213
+4% +$16K 0.12% 100
2024
Q4 		$335K Buy
4,773
+773
+19% +$52.8K 0.11% 110
2024
Q3 		$226K Sell
4,000
-2,024
-34% -$114K 0.08% 139
2024
Q2 		$358K Buy
6,024
+851
+16% +$50.2K 0.14% 98
2024
Q1 		$300K Buy
5,173
+28
+0.5% +$1.47K 0.13% 110
2023
Q4 		$253K Hold
5,145
– – 0.12% 117
2023
Q3 		$210K Buy
5,145
+50
+1% +$2.16K 0.11% 121
2023
Q2 		$217K Buy
+5,095
New +$205K 0.11% 108
2023
Q1 		– Sell
-5,295
Closed -$219K – 121
2022
Q4 		$219K Sell
5,295
-100
-2% -$4.43K 0.13% 108
2022
Q3 		$217K Sell
5,395
-150
-3% -$6.44K 0.14% 106
2022
Q2 		$217K Buy
+5,545
New +$243K 0.14% 102

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

Narus Financial Partners's WFC Position: Q1 2026 in Review

Narus Financial Partners reduced its Wells Fargo (WFC) stake by 2.1% in Q1 2026, selling an estimated $11K and leaving 5,900 shares worth $470K. The position accounts for 0.12% of the portfolio, ranked #104.

Narus Financial Partners first reported a position in WFC in Q2 2022 and has held it in 15 quarters since. The position peaked at $562K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Narus Financial Partners held 5,900 shares of Wells Fargo worth $470K as of Q1 2026.
  • Narus Financial Partners sold 128 Wells Fargo shares in Q1 2026, an estimated $11K.
  • Wells Fargo made up 0.12% of Narus Financial Partners's portfolio in Q1 2026, its #104 holding.
  • Narus Financial Partners first reported a position in Wells Fargo in Q2 2022 and has held it in 15 quarters since.
  • Narus Financial Partners's Wells Fargo position peaked at $562K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.