Triad Wealth Partners
WFC icon

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
Q3 		$816K Sell
10,188
-239
-2% -$20.7K 0.05% 238
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Triad Wealth Partners's WFC Position: Q3 2026 in Review

Triad Wealth Partners reduced its Wells Fargo (WFC) stake by 2.3% in Q3 2026, selling an estimated $20.7K and leaving 10,188 shares worth $816K. The position accounts for 0.05% of the portfolio, ranked #238.

Triad Wealth Partners first reported a position in WFC in Q2 2024 and has held it in 7 quarters since. The position peaked at $916K in Q2 2026. 1,842 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Triad Wealth Partners held 10,188 shares of Wells Fargo worth $816K as of Q3 2026.
  • Triad Wealth Partners sold 239 Wells Fargo shares in Q3 2026, an estimated $20.7K.
  • Wells Fargo made up 0.05% of Triad Wealth Partners's portfolio in Q3 2026, its #238 holding.
  • Triad Wealth Partners first reported a position in Wells Fargo in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's Wells Fargo position peaked at $916K in Q2 2026.
  • 1,842 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.