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 Q2	$154K	Sell	1,863 -51	-3%	-$4.1K	0.01%	339
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Strategic Wealth Partners reduced its Wells Fargo (WFC) stake by 2.7% in Q2 2026, selling an estimated $4.1K and leaving 1,863 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #339.

Strategic Wealth Partners first reported a position in WFC in Q4 2017 and has held it in 16 quarters since. The position peaked at $2.8M in Q4 2017. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Strategic Wealth Partners held 1,863 shares of Wells Fargo worth $154K as of Q2 2026.
Strategic Wealth Partners sold 51 Wells Fargo shares in Q2 2026, an estimated $4.1K.
Wells Fargo made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #339 holding.
Strategic Wealth Partners first reported a position in Wells Fargo in Q4 2017 and has held it in 16 quarters since.
Strategic Wealth Partners's Wells Fargo position peaked at $2.8M in Q4 2017.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.