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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Premier Path Wealth Partners's WFC Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Wells Fargo (WFC) stake by 2.6% in Q2 2026, buying an estimated $59.8K and bringing the position to 28,987 shares worth $2.4M. The position accounts for 0.28% of the portfolio, ranked #88.

Premier Path Wealth Partners first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.63M in Q4 2025. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Premier Path Wealth Partners held 28,987 shares of Wells Fargo worth $2.4M as of Q2 2026.
Premier Path Wealth Partners bought 744 Wells Fargo shares in Q2 2026, an estimated $59.8K.
Wells Fargo made up 0.28% of Premier Path Wealth Partners's portfolio in Q2 2026, its #88 holding.
Premier Path Wealth Partners first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's Wells Fargo position peaked at $2.63M in Q4 2025.
2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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