Evelyn Partners Group Ltd’s Wells Fargo WFC Stock Holding History

Evelyn Partners Group Ltd’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	$152K	Buy	+1,836	New	+$148K	﹤0.01%	285

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evelyn Partners Group Ltd's WFC Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Wells Fargo (WFC) in Q2 2026: 1,836 shares worth $152K. The stake represents ﹤0.01% of the portfolio and ranks #285 among its holdings.

1,827 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Evelyn Partners Group Ltd held 1,836 shares of Wells Fargo worth $152K as of Q2 2026.
Wells Fargo was a new Evelyn Partners Group Ltd position in Q2 2026.
Wells Fargo made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #285 holding.
1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.