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Sagespring Wealth Partners’s Wells Fargo WFC Stock Holding History

Sagespring 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
Q2 		$3.94M Sell
47,649
-2,953
-6% -$237K 0.06% 152
2026
Q1 		$4.03M Buy
50,602
+6,317
+14% +$543K 0.07% 134
2025
Q4 		$4.13M Buy
44,285
+7,463
+20% +$648K 0.08% 129
2025
Q3 		$3.09M Buy
36,822
+4,677
+15% +$379K 0.06% 146
2025
Q2 		$2.58M Buy
32,145
+5,254
+20% +$379K 0.06% 154
2025
Q1 		$1.93M Buy
26,891
+6,852
+34% +$514K 0.05% 159
2024
Q4 		$1.41M Buy
+20,039
New +$1.37M 0.04% 176

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sagespring Wealth Partners's WFC Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Wells Fargo (WFC) stake by 5.8% in Q2 2026, selling an estimated $237K and leaving 47,649 shares worth $3.94M. The position accounts for 0.06% of the portfolio, ranked #152.

Sagespring Wealth Partners first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.13M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Sagespring Wealth Partners held 47,649 shares of Wells Fargo worth $3.94M as of Q2 2026.
  • Sagespring Wealth Partners sold 2,953 Wells Fargo shares in Q2 2026, an estimated $237K.
  • Wells Fargo made up 0.06% of Sagespring Wealth Partners's portfolio in Q2 2026, its #152 holding.
  • Sagespring Wealth Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Wells Fargo position peaked at $4.13M in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.