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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
Q2 		– Sell
-5,900
Closed -$470K – 185
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 $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

Narus Financial Partners's WFC Position: Q2 2026 in Review

Narus Financial Partners sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 5,900 shares — an estimated $470K sold.

Narus Financial Partners first reported a position in WFC in Q2 2022 and held it in 15 quarters. The position peaked at $562K in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Narus Financial Partners reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Narus Financial Partners sold 5,900 Wells Fargo shares in Q2 2026, an estimated $470K.
  • Narus Financial Partners first reported a position in Wells Fargo in Q2 2022 and held it in 15 quarters.
  • Narus Financial Partners's Wells Fargo position peaked at $562K in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.