Triad Wealth Partners’s Wells Fargo WFC Stock Holding History

Triad 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	$746K	Buy	9,375 +1,916	+26%	+$165K	0.06%	210
2025 Q4	$695K	Buy	7,459 +3,501	+88%	+$304K	0.07%	198
2025 Q3	$332K	Buy	3,958 +886	+29%	+$71.8K	0.04%	266
2025 Q2	$246K	Buy	+3,072	New	+$221K	0.05%	248
2024 Q3	–	Sell	-1,003	Closed	-$59.6K	–	939
2024 Q2	$59.6K	Buy	+1,003	New	+$59.2K	0.03%	201

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

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

Triad Wealth Partners increased its Wells Fargo (WFC) stake by 26% in Q1 2026, buying an estimated $165K and bringing the position to 9,375 shares worth $746K. The position accounts for 0.06% of the portfolio, ranked #210.

Triad Wealth Partners first reported a position in WFC in Q2 2024 and has held it in 5 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Triad Wealth Partners held 9,375 shares of Wells Fargo worth $746K as of Q1 2026.
Triad Wealth Partners bought 1,916 Wells Fargo shares in Q1 2026, an estimated $165K.
Wells Fargo made up 0.06% of Triad Wealth Partners's portfolio in Q1 2026, its #210 holding.
Triad Wealth Partners first reported a position in Wells Fargo in Q2 2024 and has held it in 5 quarters since.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.