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Parcion Private Wealth’s Wells Fargo WFC Stock Holding History

Parcion Private Wealth’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 		$5.07M Buy
61,395
+3,557
+6% +$286K 0.28% 70
2026
Q1 		$4.6M Buy
57,838
+85
+0.1% +$7.3K 0.29% 67
2025
Q4 		$5.38M Buy
57,753
+395
+0.7% +$34.3K 0.33% 61
2025
Q3 		$4.81M Buy
57,358
+311
+0.5% +$25.2K 0.3% 64
2025
Q2 		$4.57M Buy
57,047
+131
+0.2% +$9.45K 0.33% 66
2025
Q1 		$4.09M Buy
56,916
+82
+0.1% +$6.16K 0.33% 67
2024
Q4 		$3.99M Hold
56,834
– – 0.3% 68
2024
Q3 		$3.21M Buy
56,834
+235
+0.4% +$13.3K 0.27% 67
2024
Q2 		$3.36M Buy
56,599
+16
+0% +$945 0.31% 68
2024
Q1 		$3.28M Hold
56,583
– – 0.29% 67
2023
Q4 		$2.79M Hold
56,583
– – 0.25% 72
2023
Q3 		$2.31M Sell
56,583
-7,718
-12% -$333K 0.24% 71
2023
Q2 		$2.74M Buy
64,301
+184
+0.3% +$7.41K 0.28% 71
2023
Q1 		$2.4M Buy
64,117
+53
+0.1% +$2.31K 0.25% 74
2022
Q4 		$2.65M Hold
64,064
– – 0.29% 68
2022
Q3 		$2.58M Sell
64,064
-219
-0.3% -$9.41K 0.29% 75
2022
Q2 		$2.77M Sell
64,283
-639
-1% -$28K 0.27% 82
2022
Q1 		$3.12M Sell
64,922
-3,387
-5% -$181K 0.29% 77
2021
Q4 		$3.97M Sell
68,309
-1,910
-3% -$94K 0.36% 67
2021
Q3 		$3.4M Sell
70,219
-558
-0.8% -$25.8K 0.3% 77
2021
Q2 		$3.21M Buy
70,777
+100
+0.1% +$4.46K 0.32% 76
2021
Q1 		$2.76M Buy
70,677
+2,522
+4% +$89.3K 0.31% 79
2020
Q4 		$2.06M Buy
68,155
+33,802
+98% +$875K 0.27% 72
2020
Q3 		$824K Sell
34,353
-332
-1% -$8.18K 0.13% 105
2020
Q2 		$884K Buy
34,685
+8,071
+30% +$221K 0.15% 94
2020
Q1 		$764K Buy
26,614
+565
+2% +$24K 0.21% 78
2019
Q4 		$1.4M Buy
+26,049
New +$1.36M 0.31% 64

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parcion Private Wealth's WFC Position: Q2 2026 in Review

Parcion Private Wealth increased its Wells Fargo (WFC) stake by 6.1% in Q2 2026, buying an estimated $286K and bringing the position to 61,395 shares worth $5.07M. The position accounts for 0.28% of the portfolio, ranked #70.

Parcion Private Wealth first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.38M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Parcion Private Wealth held 61,395 shares of Wells Fargo worth $5.07M as of Q2 2026.
  • Parcion Private Wealth bought 3,557 Wells Fargo shares in Q2 2026, an estimated $286K.
  • Wells Fargo made up 0.28% of Parcion Private Wealth's portfolio in Q2 2026, its #70 holding.
  • Parcion Private Wealth first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • Parcion Private Wealth's Wells Fargo position peaked at $5.38M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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