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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Premier Path Wealth Partners's WFC Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Wells Fargo (WFC) stake by 0.08% in Q1 2026, selling an estimated $1.98K and leaving 28,243 shares worth $2.25M. The position accounts for 0.29% of the portfolio, ranked #79.

Premier Path Wealth Partners first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.63M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Premier Path Wealth Partners held 28,243 shares of Wells Fargo worth $2.25M as of Q1 2026.
Premier Path Wealth Partners sold 23 Wells Fargo shares in Q1 2026, an estimated $1.98K.
Wells Fargo made up 0.29% of Premier Path Wealth Partners's portfolio in Q1 2026, its #79 holding.
Premier Path Wealth Partners first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Wells Fargo position peaked at $2.63M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.