Shepherd Financial Partners’s Wells Fargo WFC Stock Holding History

Shepherd 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 Q1	–	Sell	-2,150	Closed	-$200K	–	252
2025 Q4	$200K	Buy	+2,150	New	+$187K	0.02%	243
2019 Q2	–	Sell	-4,138	Closed	-$200K	–	129
2019 Q1	$200K	Buy	+4,138	New	+$204K	0.04%	124
2018 Q4	–	Sell	-5,036	Closed	-$279K	–	142
2018 Q3	$279K	Hold	5,036	–	–	0.06%	103
2018 Q2	$282K	Sell	5,036 -429	-8%	-$23K	0.06%	103
2018 Q1	$288K	Buy	5,465 +2,087	+62%	+$124K	0.07%	98
2017 Q4	$205K	Sell	3,378 -290	-8%	-$16.4K	0.05%	108
2017 Q3	$203K	Sell	3,668 -5,599	-60%	-$298K	0.05%	111
2017 Q2	$515K	Sell	9,267 -15	-0.2%	-$804	0.13%	80
2017 Q1	$511K	Buy	9,282 +200	+2%	+$11.3K	0.13%	76
2016 Q4	$509K	Buy	+9,082	New	+$457K	0.14%	78

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shepherd Financial Partners's WFC Position: Q1 2026 in Review

Shepherd Financial Partners sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,150 shares — an estimated $200K sold.

Shepherd Financial Partners first reported a position in WFC in Q4 2016 and held it in 10 quarters. The position peaked at $515K in Q2 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Shepherd Financial Partners reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Shepherd Financial Partners sold 2,150 Wells Fargo shares in Q1 2026, an estimated $200K.
Shepherd Financial Partners first reported a position in Wells Fargo in Q4 2016 and held it in 10 quarters.
Shepherd Financial Partners's Wells Fargo position peaked at $515K in Q2 2017.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.