Premier Path Wealth Partners
WFC icon

Premier Path Wealth Partners’s Wells Fargo WFC Stock Holding History

Premier Path Wealth 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 		$2.34M Buy
29,284
+297
+1% +$25.7K 0.27% 87
2026
Q2 		$2.4M Buy
28,987
+744
+3% +$59.8K 0.28% 88
2026
Q1 		$2.25M Sell
28,243
-23
-0.1% -$1.98K 0.29% 79
2025
Q4 		$2.63M Buy
28,266
+2,708
+11% +$235K 0.34% 65
2025
Q3 		$2.14M Buy
25,558
+599
+2% +$48.6K 0.28% 80
2025
Q2 		$2M Buy
24,959
+1,593
+7% +$115K 0.28% 81
2025
Q1 		$1.68M Buy
23,366
+235
+1% +$17.6K 0.26% 90
2024
Q4 		$1.62M Sell
23,131
-20,835
-47% -$1.42M 0.25% 92
2024
Q3 		$2.48M Buy
43,966
+1,146
+3% +$64.8K 0.39% 59
2024
Q2 		$2.54M Buy
42,820
+152
+0.4% +$8.97K 0.43% 49
2024
Q1 		$2.47M Buy
42,668
+705
+2% +$36.9K 0.47% 46
2023
Q4 		$2.06M Buy
+41,963
New +$1.81M 0.45% 48

Other funds holding WFC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Premier Path Wealth Partners's WFC Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Wells Fargo (WFC) stake by 1% in Q3 2026, buying an estimated $25.7K and bringing the position to 29,284 shares worth $2.34M. The position accounts for 0.27% of the portfolio, ranked #87.

Premier Path Wealth Partners first reported a position in WFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.63M in Q4 2025. 544 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Premier Path Wealth Partners held 29,284 shares of Wells Fargo worth $2.34M as of Q3 2026.
  • Premier Path Wealth Partners bought 297 Wells Fargo shares in Q3 2026, an estimated $25.7K.
  • Wells Fargo made up 0.27% of Premier Path Wealth Partners's portfolio in Q3 2026, its #87 holding.
  • Premier Path Wealth Partners first reported a position in Wells Fargo in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Wells Fargo position peaked at $2.63M in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.