Quotient Wealth Partners’s Wells Fargo WFC Stock Holding History

Quotient 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	$1.18M	Buy	14,325 +520	+4%	+$41.8K	0.03%	124
2026 Q1	$1.1M	Sell	13,805 -1,063	-7%	-$91.3K	0.03%	115
2025 Q4	$1.39M	Sell	14,868 -101	-0.7%	-$8.77K	0.04%	99
2025 Q3	$1.25M	Buy	14,969 +384	+3%	+$31.1K	0.03%	101
2025 Q2	$1.17M	Buy	14,585 +1,808	+14%	+$130K	0.03%	105
2025 Q1	$917K	Buy	12,777 +709	+6%	+$53.2K	0.03%	115
2024 Q4	$848K	Buy	12,068 +214	+2%	+$14.6K	0.03%	118
2024 Q3	$670K	Sell	11,854 -1,245	-10%	-$70.4K	0.02%	145
2024 Q2	$778K	Buy	13,099 +650	+5%	+$38.4K	0.03%	124
2024 Q1	$722K	Sell	12,449 -2,339	-16%	-$122K	0.03%	137
2023 Q4	$728K	Buy	+14,788	New	+$638K	0.03%	145

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

Quotient Wealth Partners's WFC Position: Q2 2026 in Review

Quotient Wealth Partners increased its Wells Fargo (WFC) stake by 3.8% in Q2 2026, buying an estimated $41.8K and bringing the position to 14,325 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #124.

Quotient Wealth Partners first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q4 2025. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Quotient Wealth Partners held 14,325 shares of Wells Fargo worth $1.18M as of Q2 2026.
Quotient Wealth Partners bought 520 Wells Fargo shares in Q2 2026, an estimated $41.8K.
Wells Fargo made up 0.03% of Quotient Wealth Partners's portfolio in Q2 2026, its #124 holding.
Quotient Wealth Partners first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's Wells Fargo position peaked at $1.39M in Q4 2025.
2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.