Partners Wealth Management’s Wells Fargo WFC Stock Holding History

Partners Wealth Management’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	$365K	Hold	4,417	–	–	0.36%	70
2026 Q1	$352K	Hold	4,417	–	–	0.36%	71
2025 Q4	$412K	Hold	4,417	–	–	0.43%	63
2025 Q3	$370K	Sell	4,417 -864	-16%	-$70.1K	0.37%	77
2025 Q2	$377K	Hold	5,281	–	–	0.43%	63
2025 Q1	$379K	Buy	5,281 +112	+2%	+$8.41K	0.43%	63
2024 Q4	$363K	Buy	+5,169	New	+$353K	0.41%	67

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Partners Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 4,417 shares worth $365K. The position accounts for 0.36% of the portfolio, ranked #70.

Partners Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $412K in Q4 2025. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Partners Wealth Management held 4,417 shares of Wells Fargo worth $365K as of Q2 2026.
Partners Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.36% of Partners Wealth Management's portfolio in Q2 2026, its #70 holding.
Partners Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Wells Fargo position peaked at $412K in Q4 2025.
806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.