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Revolve Wealth Partners’s Wells Fargo WFC Stock Holding History

Revolve 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 		$514K Buy
6,220
+1,315
+27% +$106K 0.05% 187
2026
Q1 		$390K Buy
4,905
+112
+2% +$9.62K 0.05% 152
2025
Q4 		$447K Buy
4,793
+71
+2% +$6.16K 0.05% 146
2025
Q3 		$396K Buy
4,722
+105
+2% +$8.52K 0.05% 148
2025
Q2 		$370K Sell
4,617
-134
-3% -$9.66K 0.05% 149
2025
Q1 		$341K Buy
4,751
+361
+8% +$27.1K 0.05% 154
2024
Q4 		$308K Sell
4,390
-1
-0% -$68 0.04% 163
2024
Q3 		$248K Buy
4,391
+302
+7% +$17.1K 0.04% 173
2024
Q2 		$243K Buy
4,089
+143
+4% +$8.44K 0.04% 155
2024
Q1 		$229K Buy
+3,946
New +$206K 0.04% 163
2023
Q1 		– Sell
-4,879
Closed -$201K – 152
2022
Q4 		$201K Buy
+4,879
New +$216K 0.06% 141

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Revolve Wealth Partners increased its Wells Fargo (WFC) stake by 27% in Q2 2026, buying an estimated $106K and bringing the position to 6,220 shares worth $514K. The position accounts for 0.05% of the portfolio, ranked #187.

Revolve Wealth Partners first reported a position in WFC in Q4 2022 and has held it in 11 quarters since. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Revolve Wealth Partners held 6,220 shares of Wells Fargo worth $514K as of Q2 2026.
  • Revolve Wealth Partners bought 1,315 Wells Fargo shares in Q2 2026, an estimated $106K.
  • Wells Fargo made up 0.05% of Revolve Wealth Partners's portfolio in Q2 2026, its #187 holding.
  • Revolve Wealth Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 11 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.