QFP
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
Q2 		$385K Buy
+4,660
New +$374K 0.2% 94

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Quantum Financial Partners's WFC Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in Wells Fargo (WFC) in Q2 2026: 4,660 shares worth $385K. The stake represents 0.2% of the portfolio and ranks #94 among its holdings.

686 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Quantum Financial Partners held 4,660 shares of Wells Fargo worth $385K as of Q2 2026.
  • Wells Fargo was a new Quantum Financial Partners position in Q2 2026.
  • Wells Fargo made up 0.2% of Quantum Financial Partners's portfolio in Q2 2026, its #94 holding.
  • 686 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.