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 Q2	$916K	Buy	10,427 +1,052	+11%	+$84.5K	0.05%	217
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 $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

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

Triad Wealth Partners increased its Wells Fargo (WFC) stake by 11% in Q2 2026, buying an estimated $84.5K and bringing the position to 10,427 shares worth $916K. The position accounts for 0.05% of the portfolio, ranked #217.

Triad Wealth Partners first reported a position in WFC in Q2 2024 and has held it in 6 quarters since. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Triad Wealth Partners held 10,427 shares of Wells Fargo worth $916K as of Q2 2026.
Triad Wealth Partners bought 1,052 Wells Fargo shares in Q2 2026, an estimated $84.5K.
Wells Fargo made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #217 holding.
Triad Wealth Partners first reported a position in Wells Fargo in Q2 2024 and has held it in 6 quarters since.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.