Ridgecrest Wealth Partners’s Wells Fargo WFC Stock Holding History

Ridgecrest 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	$1.11M	Buy	13,886 +50	+0.4%	+$4.29K	0.61%	35
2025 Q4	$1.29M	Sell	13,836 -162	-1%	-$14.1K	0.7%	29
2025 Q3	$1.17M	Hold	13,998	–	–	0.53%	40
2025 Q2	$1.12M	Sell	13,998 -23	-0.2%	-$1.66K	0.59%	37
2025 Q1	$1.01M	Sell	14,021 -972	-6%	-$73K	0.53%	38
2024 Q4	$1.05M	Sell	14,993 -50	-0.3%	-$3.41K	0.57%	34
2024 Q3	$850K	Buy	15,043 +25	+0.2%	+$1.41K	0.44%	44
2024 Q2	$892K	Buy	15,018 +50	+0.3%	+$2.95K	0.54%	37
2024 Q1	$868K	Hold	14,968	–	–	0.52%	42
2023 Q4	$737K	Sell	14,968 -373	-2%	-$16.1K	0.49%	43
2023 Q3	$627K	Buy	15,341 +40	+0.3%	+$1.73K	0.44%	48
2023 Q2	$653K	Buy	15,301 +5,920	+63%	+$238K	0.43%	48
2023 Q1	$351K	Hold	9,381	–	–	0.25%	65
2022 Q4	$387K	Hold	9,381	–	–	0.29%	61
2022 Q3	$377K	Hold	9,381	–	–	0.31%	59
2022 Q2	$367K	Hold	9,381	–	–	0.27%	67
2022 Q1	$455K	Hold	9,381	–	–	0.29%	65
2021 Q4	$450K	Hold	9,381	–	–	0.22%	80
2021 Q3	$435K	Buy	9,381 +79	+0.8%	+$3.66K	0.24%	74
2021 Q2	$421K	Buy	+9,302	New	+$415K	0.26%	70

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

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

Ridgecrest Wealth Partners increased its Wells Fargo (WFC) stake by 0.36% in Q1 2026, buying an estimated $4.29K and bringing the position to 13,886 shares worth $1.11M. The position accounts for 0.61% of the portfolio, ranked #35.

Ridgecrest Wealth Partners first reported a position in WFC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.29M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Ridgecrest Wealth Partners held 13,886 shares of Wells Fargo worth $1.11M as of Q1 2026.
Ridgecrest Wealth Partners bought 50 Wells Fargo shares in Q1 2026, an estimated $4.29K.
Wells Fargo made up 0.61% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #35 holding.
Ridgecrest Wealth Partners first reported a position in Wells Fargo in Q2 2021 and has held it in 20 quarters since.
Ridgecrest Wealth Partners's Wells Fargo position peaked at $1.29M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.