Root Financial Partners’s Wells Fargo WFC Stock Holding History

Root 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 Q1	$476K	Sell	5,978 -322	-5%	-$27.7K	0.02%	168
2025 Q4	$587K	Buy	6,300 +674	+12%	+$58.5K	0.03%	143
2025 Q3	$472K	Buy	5,626 +1,214	+28%	+$98.4K	0.03%	154
2025 Q2	$353K	Buy	4,412 +1,214	+38%	+$87.5K	0.03%	166
2025 Q1	$230K	Sell	3,198 -55	-2%	-$4.13K	0.02%	189
2024 Q4	$228K	Buy	+3,253	New	+$222K	0.03%	187

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

Root Financial Partners's WFC Position: Q1 2026 in Review

Root Financial Partners reduced its Wells Fargo (WFC) stake by 5.1% in Q1 2026, selling an estimated $27.7K and leaving 5,978 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #168.

Root Financial Partners first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $587K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Root Financial Partners held 5,978 shares of Wells Fargo worth $476K as of Q1 2026.
Root Financial Partners sold 322 Wells Fargo shares in Q1 2026, an estimated $27.7K.
Wells Fargo made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #168 holding.
Root Financial Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
Root Financial Partners's Wells Fargo position peaked at $587K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.