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WFC icon

&Partners’s Wells Fargo WFC Stock Holding History

&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 		$15.3M Buy
192,563
+24,478
+15% +$2.1M 0.08% 246
2025
Q4 		$15.7M Buy
168,085
+22,950
+16% +$1.99M 0.08% 222
2025
Q3 		$12.2M Buy
145,135
+14,040
+11% +$1.14M 0.08% 234
2025
Q2 		$10.5M Buy
131,095
+26,568
+25% +$1.92M 0.08% 231
2025
Q1 		$7.39M Sell
104,527
-6,465
-6% -$485K 0.08% 233
2024
Q4 		$7.91M Buy
110,992
+25,614
+30% +$1.75M 0.09% 208
2024
Q3 		$4.82M Buy
85,378
+53,329
+166% +$3.02M 0.09% 207
2024
Q2 		$1.9M Buy
32,049
+17,978
+128% +$1.06M 0.08% 217
2024
Q1 		$800K Buy
14,071
+6,955
+98% +$364K 0.11% 188
2023
Q4 		$347K Buy
+7,116
New +$307K 0.08% 188
2020
Q1 		– Sell
-6,326
Closed -$340K – 176
2019
Q4 		$340K Hold
6,326
– – 0.4% 87
2019
Q3 		$319K Buy
6,326
+100
+2% +$4.71K 0.41% 89
2019
Q2 		$295K Sell
6,226
-827
-12% -$38.7K 0.41% 83
2019
Q1 		$341K Sell
7,053
-600
-8% -$29.5K 0.49% 68
2018
Q4 		$353K Buy
+7,653
New +$392K 0.59% 54

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

&Partners's WFC Position: Q1 2026 in Review

&Partners increased its Wells Fargo (WFC) stake by 15% in Q1 2026, buying an estimated $2.1M and bringing the position to 192,563 shares worth $15.3M. The position accounts for 0.08% of the portfolio, ranked #246.

&Partners first reported a position in WFC in Q4 2018 and has held it in 15 quarters since. The position peaked at $15.7M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • &Partners held 192,563 shares of Wells Fargo worth $15.3M as of Q1 2026.
  • &Partners bought 24,478 Wells Fargo shares in Q1 2026, an estimated $2.1M.
  • Wells Fargo made up 0.08% of &Partners's portfolio in Q1 2026, its #246 holding.
  • &Partners first reported a position in Wells Fargo in Q4 2018 and has held it in 15 quarters since.
  • &Partners's Wells Fargo position peaked at $15.7M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.