Oak Harbor Wealth Partners’s Wells Fargo WFC Stock Holding History

Oak Harbor 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	$229K	Sell	2,875 -91	-3%	-$7.82K	0.05%	182
2025 Q4	$276K	Buy	2,966 +7	+0.2%	+$608	0.07%	173
2025 Q3	$248K	Sell	2,959 -128	-4%	-$10.4K	0.06%	179
2025 Q2	$247K	Buy	3,087 +17	+0.6%	+$1.23K	0.07%	175
2025 Q1	$220K	Sell	3,070 -68	-2%	-$5.11K	0.06%	189
2024 Q4	$220K	Buy	+3,138	New	+$214K	0.06%	162
2024 Q3	–	Sell	-3,839	Closed	-$228K	–	225
2024 Q2	$228K	Sell	3,839 -811	-17%	-$47.9K	0.07%	153
2024 Q1	$270K	Buy	+4,650	New	+$243K	0.08%	143

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oak Harbor Wealth Partners's WFC Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its Wells Fargo (WFC) stake by 3.1% in Q1 2026, selling an estimated $7.82K and leaving 2,875 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #182.

Oak Harbor Wealth Partners first reported a position in WFC in Q1 2024 and has held it in 8 quarters since. The position peaked at $276K in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Oak Harbor Wealth Partners held 2,875 shares of Wells Fargo worth $229K as of Q1 2026.
Oak Harbor Wealth Partners sold 91 Wells Fargo shares in Q1 2026, an estimated $7.82K.
Wells Fargo made up 0.05% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #182 holding.
Oak Harbor Wealth Partners first reported a position in Wells Fargo in Q1 2024 and has held it in 8 quarters since.
Oak Harbor Wealth Partners's Wells Fargo position peaked at $276K in Q4 2025.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.