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 Q3	$223K	Sell	2,784 -343	-11%	-$29.7K	0.05%	148
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

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

Wealth Management Partners reduced its Wells Fargo (WFC) stake by 11% in Q3 2026, selling an estimated $29.7K and leaving 2,784 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #148.

Wealth Management Partners first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $472K in Q4 2024. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Wealth Management Partners held 2,784 shares of Wells Fargo worth $223K as of Q3 2026.
Wealth Management Partners sold 343 Wells Fargo shares in Q3 2026, an estimated $29.7K.
Wells Fargo made up 0.05% of Wealth Management Partners's portfolio in Q3 2026, its #148 holding.
Wealth Management Partners first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
Wealth Management Partners's Wells Fargo position peaked at $472K in Q4 2024.
863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.