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 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 $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

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

Quotient Wealth Partners reduced its Wells Fargo (WFC) stake by 7.1% in Q1 2026, selling an estimated $91.3K and leaving 13,805 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #115.

Quotient Wealth Partners first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.39M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Quotient Wealth Partners held 13,805 shares of Wells Fargo worth $1.1M as of Q1 2026.
Quotient Wealth Partners sold 1,063 Wells Fargo shares in Q1 2026, an estimated $91.3K.
Wells Fargo made up 0.03% of Quotient Wealth Partners's portfolio in Q1 2026, its #115 holding.
Quotient Wealth Partners first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Wells Fargo position peaked at $1.39M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.