RWA Wealth Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.41M | Buy |
30,264
+19
| +0.1% | +$1.63K | 0.03% | 235 |
|
|
2025
Q4 | $2.82M | Buy |
30,245
+3,359
| +12% | +$292K | 0.03% | 223 |
|
|
2025
Q3 | $2.25M | Buy |
26,886
+1,455
| +6% | +$118K | 0.03% | 243 |
|
|
2025
Q2 | $2.04M | Buy |
25,431
+6,869
| +37% | +$495K | 0.03% | 245 |
|
|
2025
Q1 | $1.33M | Sell |
18,562
-729
| -4% | -$54.7K | 0.02% | 281 |
|
|
2024
Q4 | $1.35M | Buy |
19,291
+1,427
| +8% | +$97.4K | 0.02% | 285 |
|
|
2024
Q3 | $1.01M | Sell |
17,864
-611
| -3% | -$34.6K | 0.01% | 323 |
|
|
2024
Q2 | $1.1M | Buy |
18,475
+46
| +0.2% | +$2.72K | 0.01% | 289 |
|
|
2024
Q1 | $1.07M | Sell |
18,429
-305,589
| -94% | -$16M | 0.01% | 295 |
|
|
2023
Q4 | $15.9M | Buy |
324,018
+316,406
| +4,157% | +$13.7M | 0.23% | 72 |
|
|
2023
Q3 | $311K | Buy |
+7,612
| New | +$329K | 0.01% | 319 |
|
|
2023
Q2 | – | Sell |
-7,039
| Closed | -$263K | – | 356 |
|
|
2023
Q1 | $263K | Buy |
7,039
+1,001
| +17% | +$43.6K | 0.01% | 224 |
|
|
2022
Q4 | $258K | Sell |
6,038
-1,164
| -16% | -$51.5K | 0.01% | 231 |
|
|
2022
Q3 | $290K | Buy |
7,202
+1
| +0% | +$43 | 0.02% | 202 |
|
|
2022
Q2 | $282K | Buy |
7,201
+1,181
| +20% | +$51.8K | 0.02% | 200 |
|
|
2022
Q1 | $292K | Sell |
6,020
-1,851
| -24% | -$99.1K | 0.02% | 211 |
|
|
2021
Q4 | $378K | Buy |
7,871
+74
| +0.9% | +$3.64K | 0.03% | 192 |
|
|
2021
Q3 | $362K | Hold |
7,797
| – | – | 0.03% | 191 |
|
|
2021
Q2 | $353K | Hold |
7,797
| – | – | 0.03% | 190 |
|
|
2021
Q1 | $305K | Buy |
7,797
+1
| +0% | +$35 | 0.02% | 196 |
|
|
2020
Q4 | $235K | Buy |
+7,796
| New | +$202K | 0.02% | 213 |
|
|
2020
Q3 | – | Sell |
-9,978
| Closed | -$255K | – | 235 |
|
|
2020
Q2 | $255K | Buy |
9,978
+79
| +0.8% | +$2.16K | 0.03% | 187 |
|
|
2020
Q1 | $284K | Sell |
9,899
-4,110
| -29% | -$175K | 0.04% | 167 |
|
|
2019
Q4 | $754K | Buy |
14,009
+1,216
| +10% | +$63.7K | 0.07% | 137 |
|
|
2019
Q3 | $645K | Sell |
12,793
-56,102
| -81% | -$2.64M | 0.07% | 146 |
|
|
2019
Q2 | $3.26M | Sell |
68,895
-8,154
| -11% | -$381K | 0.35% | 68 |
|
|
2019
Q1 | $3.72M | Buy |
77,049
+799
| +1% | +$39.3K | 0.43% | 58 |
|
|
2018
Q4 | $3.51M | Buy |
76,250
+2,850
| +4% | +$146K | 0.46% | 57 |
|
|
2018
Q3 | $3.86M | Buy |
73,400
+1,057
| +1% | +$60.4K | 0.43% | 51 |
|
|
2018
Q2 | $4.01M | Buy |
72,343
+1,114
| +2% | +$59.7K | 0.45% | 53 |
|
|
2018
Q1 | $3.73M | Sell |
71,229
-35,918
| -34% | -$2.13M | 0.48% | 48 |
|
|
2017
Q4 | $6.5M | Sell |
107,147
-4,510
| -4% | -$255K | 0.73% | 34 |
|
|
2017
Q3 | $6.16M | Buy |
111,657
+8,596
| +8% | +$457K | 0.69% | 37 |
|
|
2017
Q2 | $5.71M | Buy |
103,061
+2,674
| +3% | +$143K | 0.7% | 38 |
|
|
2017
Q1 | $5.59M | Buy |
+100,387
| New | +$5.7M | 0.73% | 40 |
|
Other funds holding WFC
VCM
VPM
RWA Wealth Partners's WFC Position: Q1 2026 in Review
RWA Wealth Partners increased its Wells Fargo (WFC) stake by 0.06% in Q1 2026, buying an estimated $1.63K and bringing the position to 30,264 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #235.
RWA Wealth Partners first reported a position in WFC in Q1 2017 and has held it in 35 quarters since. The position peaked at $15.9M in Q4 2023. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- RWA Wealth Partners held 30,264 shares of Wells Fargo worth $2.41M as of Q1 2026.
- RWA Wealth Partners bought 19 Wells Fargo shares in Q1 2026, an estimated $1.63K.
- Wells Fargo made up 0.03% of RWA Wealth Partners's portfolio in Q1 2026, its #235 holding.
- RWA Wealth Partners first reported a position in Wells Fargo in Q1 2017 and has held it in 35 quarters since.
- RWA Wealth Partners's Wells Fargo position peaked at $15.9M in Q4 2023.
- 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.