Root Financial Partners
WFC icon

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
Q3 		$864K Buy
10,790
+2,345
+28% +$203K 0.03% 155
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

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Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Root Financial Partners's WFC Position: Q3 2026 in Review

Root Financial Partners increased its Wells Fargo (WFC) stake by 28% in Q3 2026, buying an estimated $203K and bringing the position to 10,790 shares worth $864K. The position accounts for 0.03% of the portfolio, ranked #155.

Root Financial Partners first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. 1,187 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Root Financial Partners held 10,790 shares of Wells Fargo worth $864K as of Q3 2026.
  • Root Financial Partners bought 2,345 Wells Fargo shares in Q3 2026, an estimated $203K.
  • Wells Fargo made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #155 holding.
  • Root Financial Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.