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 Q2	$238K	Hold	2,875	–	–	0.09%	142
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oak Harbor Wealth Partners's WFC Position: Q2 2026 in Review

Oak Harbor Wealth Partners held its Wells Fargo (WFC) position steady in Q2 2026 at 2,875 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #142.

Oak Harbor Wealth Partners first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $276K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Oak Harbor Wealth Partners held 2,875 shares of Wells Fargo worth $238K as of Q2 2026.
Oak Harbor Wealth Partners left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.09% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #142 holding.
Oak Harbor Wealth Partners first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Oak Harbor Wealth Partners's Wells Fargo position peaked at $276K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.