Quantum Financial Partners
WFC icon

Quantum Financial Partners’s Wells Fargo WFC Stock Holding History

Quantum Financial 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 		$272K Sell
3,394
-1,266
-27% -$110K 0.14% 124
2026
Q2 		$385K Buy
+4,660
New +$374K 0.2% 94

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Quantum Financial Partners's WFC Position: Q3 2026 in Review

Quantum Financial Partners reduced its Wells Fargo (WFC) stake by 27% in Q3 2026, selling an estimated $110K and leaving 3,394 shares worth $272K. The position accounts for 0.14% of the portfolio, ranked #124.

Quantum Financial Partners first reported a position in WFC in Q2 2026 and has held it in 2 quarters since. The position peaked at $385K in Q2 2026. 792 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Quantum Financial Partners held 3,394 shares of Wells Fargo worth $272K as of Q3 2026.
  • Quantum Financial Partners sold 1,266 Wells Fargo shares in Q3 2026, an estimated $110K.
  • Wells Fargo made up 0.14% of Quantum Financial Partners's portfolio in Q3 2026, its #124 holding.
  • Quantum Financial Partners first reported a position in Wells Fargo in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's Wells Fargo position peaked at $385K in Q2 2026.
  • 792 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.