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Peachtree Investment Partners’s Wells Fargo WFC Stock Holding History

Peachtree Investment 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 		$226K Buy
2,730
+165
+6% +$13.3K 0.07% 100
2026
Q1 		$204K Hold
2,565
– – 0.08% 93
2025
Q4 		$239K Buy
2,565
+50
+2% +$4.34K 0.08% 83
2025
Q3 		$211K Hold
2,515
– – 0.07% 93
2025
Q2 		$202K Buy
+2,515
New +$181K 0.08% 94

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 $3.38T AUM 44.17% 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

Peachtree Investment Partners's WFC Position: Q2 2026 in Review

Peachtree Investment Partners increased its Wells Fargo (WFC) stake by 6.4% in Q2 2026, buying an estimated $13.3K and bringing the position to 2,730 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #100.

Peachtree Investment Partners first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $239K in Q4 2025. 2,883 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Peachtree Investment Partners held 2,730 shares of Wells Fargo worth $226K as of Q2 2026.
  • Peachtree Investment Partners bought 165 Wells Fargo shares in Q2 2026, an estimated $13.3K.
  • Wells Fargo made up 0.07% of Peachtree Investment Partners's portfolio in Q2 2026, its #100 holding.
  • Peachtree Investment Partners first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • Peachtree Investment Partners's Wells Fargo position peaked at $239K in Q4 2025.
  • 2,883 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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