ORG Wealth Partners’s Wells Fargo WFC Stock Holding History

ORG 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	$79.8K	Hold	966	–	–	0.01%	305
2026 Q1	$76.9K	Buy	+966	New	+$83K	0.02%	302
2025 Q4	–	Sell	-1,992	Closed	-$167K	–	656
2025 Q3	$167K	Buy	1,992 +1,112	+126%	+$90.2K	0.04%	230
2025 Q2	$71.7K	Buy	880 +801	+1,014%	+$57.8K	0.02%	291
2025 Q1	$5.66K	Buy	+79	New	+$5.93K	﹤0.01%	597
2024 Q4	–	Sell	-1,430	Closed	-$80.8K	–	546
2024 Q3	$80.8K	Buy	+1,430	New	+$80.9K	0.03%	212

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 $3.38T AUM 44.17% 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

ORG Wealth Partners's WFC Position: Q2 2026 in Review

ORG Wealth Partners held its Wells Fargo (WFC) position steady in Q2 2026 at 966 shares worth $79.8K. The position accounts for 0.01% of the portfolio, ranked #305.

ORG Wealth Partners first reported a position in WFC in Q3 2024 and has held it in 6 quarters since. The position peaked at $167K in Q3 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

ORG Wealth Partners held 966 shares of Wells Fargo worth $79.8K as of Q2 2026.
ORG Wealth Partners left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #305 holding.
ORG Wealth Partners first reported a position in Wells Fargo in Q3 2024 and has held it in 6 quarters since.
ORG Wealth Partners's Wells Fargo position peaked at $167K in Q3 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.