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SWS Partners’s Wells Fargo WFC Stock Holding History

SWS 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 		$3.61M Sell
43,645
-1,168
-3% -$93.9K 0.78% 40
2026
Q1 		$3.57M Sell
44,813
-4,093
-8% -$352K 0.88% 37
2025
Q4 		$4.56M Buy
48,906
+3,829
+8% +$332K 1.1% 24
2025
Q3 		$3.78M Buy
45,077
+2,415
+6% +$196K 0.92% 30
2025
Q2 		$3.42M Sell
42,662
-1,823
-4% -$131K 0.92% 32
2025
Q1 		$3.19M Sell
44,485
-1,203
-3% -$90.3K 1.05% 25
2024
Q4 		$3.21M Sell
45,688
-1,480
-3% -$101K 0.97% 29
2024
Q3 		$2.66M Sell
47,168
-19,691
-29% -$1.11M 0.85% 38
2024
Q2 		$3.96M Sell
66,859
-2,648
-4% -$156K 1.18% 20
2024
Q1 		$4.03M Buy
69,507
+3,231
+5% +$169K 1.2% 22
2023
Q4 		$3.26M Sell
66,276
-6,041
-8% -$261K 1.06% 31
2023
Q3 		$2.95M Buy
72,317
+4,741
+7% +$205K 1.09% 30
2023
Q2 		$2.88M Sell
67,576
-542
-0.8% -$21.8K 1.04% 33
2023
Q1 		$2.55M Sell
68,118
-2,265
-3% -$98.7K 0.95% 34
2022
Q4 		$2.91M Buy
70,383
+10,460
+17% +$463K 1.38% 20
2022
Q3 		$2.41M Sell
59,923
-2,791
-4% -$120K 1.12% 26
2022
Q2 		$2.46M Buy
62,714
+1,721
+3% +$75.5K 2.07% 10
2022
Q1 		$2.97M Sell
60,993
-2,407
-4% -$129K 1.94% 12
2021
Q4 		$3.04M Buy
63,400
+4,833
+8% +$238K 1.73% 17
2021
Q3 		$2.72M Buy
58,567
+895
+2% +$41.4K 1.68% 17
2021
Q2 		$2.61M Sell
57,672
-4,669
-7% -$208K 1.7% 17
2021
Q1 		$2.44M Sell
62,341
-511
-0.8% -$18.1K 1.68% 16
2020
Q4 		$1.9M Sell
62,852
-69
-0.1% -$1.79K 0.85% 41
2020
Q3 		$1.48M Buy
62,921
+15,793
+34% +$389K 0.74% 44
2020
Q2 		$1.14M Buy
+47,128
New +$1.29M 1.46% 26
2018
Q2 		– Sell
-27,660
Closed -$1.42M – 314
2018
Q1 		$1.42M Sell
27,660
-1,561
-5% -$92.7K 1.05% 44
2017
Q4 		$1.77M Buy
+29,221
New +$1.65M 1.33% 25

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

SWS Partners's WFC Position: Q2 2026 in Review

SWS Partners reduced its Wells Fargo (WFC) stake by 2.6% in Q2 2026, selling an estimated $93.9K and leaving 43,645 shares worth $3.61M. The position accounts for 0.78% of the portfolio, ranked #40.

SWS Partners first reported a position in WFC in Q4 2017 and has held it in 27 quarters since. The position peaked at $4.56M in Q4 2025. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • SWS Partners held 43,645 shares of Wells Fargo worth $3.61M as of Q2 2026.
  • SWS Partners sold 1,168 Wells Fargo shares in Q2 2026, an estimated $93.9K.
  • Wells Fargo made up 0.78% of SWS Partners's portfolio in Q2 2026, its #40 holding.
  • SWS Partners first reported a position in Wells Fargo in Q4 2017 and has held it in 27 quarters since.
  • SWS Partners's Wells Fargo position peaked at $4.56M in Q4 2025.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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