Strategic Wealth Partners’s Wells Fargo WFC Stock Holding History

Strategic 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	$152K	Buy	1,914 +141	+8%	+$12.1K	0.01%	334
2025 Q4	$165K	Hold	1,773	–	–	0.01%	339
2025 Q3	$149K	Sell	1,773 -134	-7%	-$10.9K	0.01%	375
2025 Q2	$153K	Buy	+1,907	New	+$137K	0.01%	348
2024 Q4	$211K	Buy	+2,672	New	+$182K	0.02%	299
2024 Q2	–	Sell	-3,467	Closed	-$201K	–	308
2024 Q1	$201K	Buy	+3,467	New	+$181K	0.02%	272
2020 Q3	–	Sell	-37,588	Closed	-$962K	–	166
2020 Q2	$962K	Buy	+37,588	New	+$1.03M	0.5%	60
2019 Q4	–	Sell	-3,924	Closed	-$192	–	511
2019 Q3	$192	Sell	3,924 -1,939	-33%	-$91.3K	﹤0.01%	247
2019 Q2	$277K	Sell	5,863 -6,438	-52%	-$301K	0.13%	116
2019 Q1	$600K	Sell	12,301 -177	-1%	-$8.71K	0.28%	92
2018 Q4	$630K	Sell	12,478 -729	-6%	-$37.3K	0.32%	84
2018 Q3	$694K	Sell	13,207 -745	-5%	-$42.5K	0.37%	80
2018 Q2	$773K	Sell	13,952 -18,023	-56%	-$966K	0.45%	73
2018 Q1	$1.68M	Sell	31,975 -19,886	-38%	-$1.18M	0.86%	31
2017 Q4	$2.8M	Buy	+51,861	New	+$2.93M	1.55%	10

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

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

Strategic Wealth Partners increased its Wells Fargo (WFC) stake by 8% in Q1 2026, buying an estimated $12.1K and bringing the position to 1,914 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #334.

Strategic Wealth Partners first reported a position in WFC in Q4 2017 and has held it in 15 quarters since. The position peaked at $2.8M in Q4 2017. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Strategic Wealth Partners held 1,914 shares of Wells Fargo worth $152K as of Q1 2026.
Strategic Wealth Partners bought 141 Wells Fargo shares in Q1 2026, an estimated $12.1K.
Wells Fargo made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #334 holding.
Strategic Wealth Partners first reported a position in Wells Fargo in Q4 2017 and has held it in 15 quarters since.
Strategic Wealth Partners's Wells Fargo position peaked at $2.8M in Q4 2017.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.