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Tounjian Advisory Partners’s Wells Fargo WFC Stock Holding History

Tounjian Advisory 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 		$223K Sell
2,804
-344
-11% -$29.5K 0.08% 148
2025
Q4 		$293K Sell
3,148
-164
-5% -$14.2K 0.1% 141
2025
Q3 		$278K Sell
3,312
-2,010
-38% -$163K 0.09% 140
2025
Q2 		$382K Sell
5,322
-136
-2% -$9.81K 0.07% 205
2025
Q1 		$392K Buy
+5,458
New +$410K 0.07% 206

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

Tounjian Advisory Partners's WFC Position: Q1 2026 in Review

Tounjian Advisory Partners reduced its Wells Fargo (WFC) stake by 11% in Q1 2026, selling an estimated $29.5K and leaving 2,804 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #148.

Tounjian Advisory Partners first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $392K in Q1 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Tounjian Advisory Partners held 2,804 shares of Wells Fargo worth $223K as of Q1 2026.
  • Tounjian Advisory Partners sold 344 Wells Fargo shares in Q1 2026, an estimated $29.5K.
  • Wells Fargo made up 0.08% of Tounjian Advisory Partners's portfolio in Q1 2026, its #148 holding.
  • Tounjian Advisory Partners first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • Tounjian Advisory Partners's Wells Fargo position peaked at $392K in Q1 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Tounjian Advisory Partners's 13F filing for Q1 2026, filed 10 Apr 2026.