Pursue Wealth Partners’s Wells Fargo WFC Stock Holding History

Pursue 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	$440K	Hold	5,530	–	–	0.26%	64
2025 Q4	$515K	Hold	5,530	–	–	0.25%	62
2025 Q3	$464K	Hold	5,530	–	–	0.25%	64
2025 Q2	$443K	Hold	5,530	–	–	0.25%	67
2025 Q1	$397K	Hold	5,530	–	–	0.24%	68
2024 Q4	$388K	Hold	5,530	–	–	0.22%	66
2024 Q3	$312K	Hold	5,530	–	–	0.17%	79
2024 Q2	$328K	Sell	5,530 -1,970	-26%	-$116K	0.18%	72
2024 Q1	$435K	Hold	7,500	–	–	0.26%	67
2023 Q4	$369K	Hold	7,500	–	–	0.24%	65
2023 Q3	$306K	Hold	7,500	–	–	0.22%	73
2023 Q2	$320K	Sell	7,500 -4,180	-36%	-$168K	0.2%	76
2023 Q1	$437K	Buy	11,680 +180	+2%	+$7.85K	0.3%	66
2022 Q4	$475K	Hold	11,500	–	–	0.37%	67
2022 Q3	$463K	Sell	11,500 -7,500	-39%	-$322K	0.33%	66
2022 Q2	$744K	Hold	19,000	–	–	0.47%	54
2022 Q1	$907K	Sell	19,000 -110,627	-85%	-$5.92M	0.37%	59
2021 Q4	$6.22M	Buy	+129,627	New	+$6.38M	2.41%	10

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

Pursue Wealth Partners's WFC Position: Q1 2026 in Review

Pursue Wealth Partners held its Wells Fargo (WFC) position steady in Q1 2026 at 5,530 shares worth $440K. The position accounts for 0.26% of the portfolio, ranked #64.

Pursue Wealth Partners first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.22M in Q4 2021. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Pursue Wealth Partners held 5,530 shares of Wells Fargo worth $440K as of Q1 2026.
Pursue Wealth Partners left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.26% of Pursue Wealth Partners's portfolio in Q1 2026, its #64 holding.
Pursue Wealth Partners first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
Pursue Wealth Partners's Wells Fargo position peaked at $6.22M in Q4 2021.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.