Pacific Sage Partners’s Wells Fargo WFC Stock Holding History

Pacific Sage 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	$207K	Buy	+2,507	New	+$201K	0.03%	124
2026 Q1	–	Sell	-3,489	Closed	-$325K	–	125
2025 Q4	$325K	Buy	3,489 +143	+4%	+$12.4K	0.05%	94
2025 Q3	$280K	Sell	3,346 -2	-0.1%	-$162	0.05%	91
2025 Q2	$268K	Buy	3,348 +77	+2%	+$5.55K	0.05%	90
2025 Q1	$235K	Buy	3,271 +2	+0.1%	+$150	0.05%	91
2024 Q4	$230K	Buy	+3,269	New	+$223K	0.05%	90
2024 Q3	–	Sell	-3,388	Closed	-$201K	–	109
2024 Q2	$201K	Buy	+3,388	New	+$200K	0.05%	97

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

Pacific Sage Partners's WFC Position: Q2 2026 in Review

Pacific Sage Partners opened a new position in Wells Fargo (WFC) in Q2 2026: 2,507 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #124 among its holdings. This is a return to the name: Pacific Sage Partners previously reported a position in WFC as recently as Q4 2025.

Pacific Sage Partners first reported a position in WFC in Q2 2024 and has held it in 7 quarters since. The position peaked at $325K in Q4 2025. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Pacific Sage Partners held 2,507 shares of Wells Fargo worth $207K as of Q2 2026.
Wells Fargo was a new Pacific Sage Partners position in Q2 2026.
Wells Fargo made up 0.03% of Pacific Sage Partners's portfolio in Q2 2026, its #124 holding.
Pacific Sage Partners first reported a position in Wells Fargo in Q2 2024 and has held it in 7 quarters since.
Pacific Sage Partners's Wells Fargo position peaked at $325K in Q4 2025.
2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.