Wealth Management Partners’s Wells Fargo WFC Stock Holding History

Wealth Management 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	$258K	Sell	3,127 -111	-3%	-$8.92K	0.06%	140
2026 Q1	$258K	Buy	3,238 +1,059	+49%	+$91K	0.07%	133
2025 Q4	$203K	Buy	+2,179	New	+$189K	0.06%	139
2025 Q3	–	Sell	-3,805	Closed	-$313K	–	149
2025 Q2	$313K	Buy	3,805 +128	+3%	+$9.23K	0.11%	109
2025 Q1	$264K	Sell	3,677 -3,037	-45%	-$228K	0.12%	102
2024 Q4	$472K	Sell	6,714 -309	-4%	-$21.1K	0.2%	79
2024 Q3	$397K	Sell	7,023 -50	-0.7%	-$2.83K	0.18%	82
2024 Q2	$420K	Buy	+7,073	New	+$418K	0.2%	71

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

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

Wealth Management Partners reduced its Wells Fargo (WFC) stake by 3.4% in Q2 2026, selling an estimated $8.92K and leaving 3,127 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #140.

Wealth Management Partners first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $472K in Q4 2024. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Wealth Management Partners held 3,127 shares of Wells Fargo worth $258K as of Q2 2026.
Wealth Management Partners sold 111 Wells Fargo shares in Q2 2026, an estimated $8.92K.
Wells Fargo made up 0.06% of Wealth Management Partners's portfolio in Q2 2026, its #140 holding.
Wealth Management Partners first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
Wealth Management Partners's Wells Fargo position peaked at $472K in Q4 2024.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.