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 Q2	$698K	Buy	8,445 +2,467	+41%	+$198K	0.03%	154
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 $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

Root Financial Partners's WFC Position: Q2 2026 in Review

Root Financial Partners increased its Wells Fargo (WFC) stake by 41% in Q2 2026, buying an estimated $198K and bringing the position to 8,445 shares worth $698K. The position accounts for 0.03% of the portfolio, ranked #154.

Root Financial Partners first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Root Financial Partners held 8,445 shares of Wells Fargo worth $698K as of Q2 2026.
Root Financial Partners bought 2,467 Wells Fargo shares in Q2 2026, an estimated $198K.
Wells Fargo made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #154 holding.
Root Financial Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.