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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sagespring Wealth Partners's WFC Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Wells Fargo (WFC) stake by 14% in Q1 2026, buying an estimated $543K and bringing the position to 50,602 shares worth $4.03M. The position accounts for 0.07% of the portfolio, ranked #134.

Sagespring Wealth Partners first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.13M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Sagespring Wealth Partners held 50,602 shares of Wells Fargo worth $4.03M as of Q1 2026.
  • Sagespring Wealth Partners bought 6,317 Wells Fargo shares in Q1 2026, an estimated $543K.
  • Wells Fargo made up 0.07% of Sagespring Wealth Partners's portfolio in Q1 2026, its #134 holding.
  • Sagespring Wealth Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Wells Fargo position peaked at $4.13M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.