Verus Financial Partners’s Wells Fargo WFC Stock Holding History

Verus Financial 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	$279K	Buy	3,381 +4	+0.1%	+$321	0.02%	107
2026 Q1	$274K	Buy	3,377 +710	+27%	+$61K	0.02%	106
2025 Q4	$235K	Buy	2,667 +3	+0.1%	+$260	0.02%	108
2025 Q3	$223K	Buy	2,664 +3	+0.1%	+$243	0.02%	117
2025 Q2	$218K	Buy	+2,661	New	+$192K	0.02%	108
2022 Q4	–	Sell	-4,966	Closed	-$222K	–	107
2022 Q3	$222K	Buy	+4,966	New	+$213K	0.03%	94
2022 Q2	–	Sell	-4,589	Closed	-$222K	–	109
2022 Q1	$222K	Buy	4,589 +6	+0.1%	+$321	0.03%	90
2021 Q4	$220K	Buy	4,583 +6	+0.1%	+$295	0.03%	87
2021 Q3	$226K	Sell	4,577 -12	-0.3%	-$555	0.03%	87
2021 Q2	$206K	Buy	+4,589	New	+$205K	0.03%	91
2016 Q2	–	Sell	-4,528	Closed	-$219K	–	50
2016 Q1	$219K	Buy	4,528 +359	+9%	+$17.6K	0.1%	43
2015 Q4	$227K	Buy	4,169 +135	+3%	+$7.33K	0.11%	40
2015 Q3	$207K	Buy	4,034 +48	+1%	+$2.64K	0.11%	36
2015 Q2	$224K	Buy	3,986 +6	+0.2%	+$335	0.11%	36
2015 Q1	$217K	Sell	3,980 -87	-2%	-$4.7K	0.11%	40
2014 Q4	$223K	Buy	4,067 +6	+0.1%	+$318	0.12%	40
2014 Q3	$211K	Buy	4,061 +5	+0.1%	+$257	0.12%	44
2014 Q2	$213K	Buy	4,056 +6	+0.1%	+$302	0.12%	40
2014 Q1	$201K	Buy	+4,050	New	+$189K	0.11%	45
2013 Q3	–	Sell	-5,379	Closed	-$222K	–	45
2013 Q2	$222K	Buy	+5,379	New	+$210K	0.13%	36

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

Verus Financial Partners's WFC Position: Q2 2026 in Review

Verus Financial Partners increased its Wells Fargo (WFC) stake by 0.12% in Q2 2026, buying an estimated $321 and bringing the position to 3,381 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #107.

Verus Financial Partners first reported a position in WFC in Q2 2013 and has held it in 20 quarters since. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Verus Financial Partners held 3,381 shares of Wells Fargo worth $279K as of Q2 2026.
Verus Financial Partners bought 4 Wells Fargo shares in Q2 2026, an estimated $321.
Wells Fargo made up 0.02% of Verus Financial Partners's portfolio in Q2 2026, its #107 holding.
Verus Financial Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 20 quarters since.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.