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Paladin Partners’s Wells Fargo WFC Stock Holding History

Paladin 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
Q3 		$43.2K Hold
540
– – 0.03% 73
2026
Q2 		$44.6K Sell
540
-1,000
-65% -$80.4K 0.03% 71
2026
Q1 		$123K Hold
1,540
– – 0.09% 46
2025
Q4 		$144K Buy
+1,540
New +$134K 0.11% 43

Other funds holding WFC

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Paladin Partners's WFC Position: Q3 2026 in Review

Paladin Partners held its Wells Fargo (WFC) position steady in Q3 2026 at 540 shares worth $43.2K. The position accounts for 0.03% of the portfolio, ranked #73.

Paladin Partners first reported a position in WFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $144K in Q4 2025. 38 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Paladin Partners held 540 shares of Wells Fargo worth $43.2K as of Q3 2026.
  • Paladin Partners left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up 0.03% of Paladin Partners's portfolio in Q3 2026, its #73 holding.
  • Paladin Partners first reported a position in Wells Fargo in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's Wells Fargo position peaked at $144K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.