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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
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
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

ORG Wealth Partners's WFC Position: Q1 2026 in Review

ORG Wealth Partners opened a new position in Wells Fargo (WFC) in Q1 2026: 966 shares worth $76.9K. The stake represents 0.02% of the portfolio and ranks #302 among its holdings. This is a return to the name: ORG Wealth Partners previously reported a position in WFC as recently as Q3 2025.

ORG Wealth Partners first reported a position in WFC in Q3 2024 and has held it in 5 quarters since. The position peaked at $167K in Q3 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • ORG Wealth Partners held 966 shares of Wells Fargo worth $76.9K as of Q1 2026.
  • Wells Fargo was a new ORG Wealth Partners position in Q1 2026.
  • Wells Fargo made up 0.02% of ORG Wealth Partners's portfolio in Q1 2026, its #302 holding.
  • ORG Wealth Partners first reported a position in Wells Fargo in Q3 2024 and has held it in 5 quarters since.
  • ORG Wealth Partners's Wells Fargo position peaked at $167K in Q3 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.