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WealthShield Partners’s Wells Fargo WFC Stock Holding History

WealthShield 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
Q1 		$2.48M Buy
31,136
+1,618
+5% +$139K 0.28% 106
2025
Q4 		$2.75M Buy
29,518
+19,819
+204% +$1.72M 0.3% 96
2025
Q3 		$813K Sell
9,699
-5
-0.1% -$405 0.09% 193
2025
Q2 		$777K Sell
9,704
-917
-9% -$66.1K 0.09% 193
2025
Q1 		$763K Buy
10,621
+3,109
+41% +$233K 0.1% 187
2024
Q4 		$528K Sell
7,512
-2,251
-23% -$154K 0.07% 208
2024
Q3 		$551K Buy
9,763
+3,168
+48% +$179K 0.07% 205
2024
Q2 		$392K Sell
6,595
-145
-2% -$8.56K 0.06% 221
2024
Q1 		$391K Sell
6,740
-3,171
-32% -$166K 0.06% 211
2023
Q4 		$488K Buy
9,911
+102
+1% +$4.4K 0.08% 201
2023
Q3 		$401K Sell
9,809
-218
-2% -$9.41K 0.06% 220
2023
Q2 		$428K Buy
10,027
+1,101
+12% +$44.3K 0.06% 216
2023
Q1 		$334K Sell
8,926
-454
-5% -$19.8K 0.05% 239
2022
Q4 		$387K Sell
9,380
-76
-0.8% -$3.36K 0.07% 221
2022
Q3 		$380K Buy
9,456
+11
+0.1% +$473 0.08% 227
2022
Q2 		$370K Sell
9,445
-36
-0.4% -$1.58K 0.07% 228
2022
Q1 		$459K Sell
9,481
-1,238
-12% -$66.3K 0.07% 242
2021
Q4 		$514K Buy
+10,719
New +$528K 0.09% 187
2021
Q3 		– Sell
-3,905
Closed -$177K – 746
2021
Q2 		$177K Buy
3,905
+770
+25% +$34.4K 0.03% 279
2021
Q1 		$122K Buy
+3,135
New +$111K 0.02% 314
2018
Q3 		– Sell
-9,078
Closed -$273K – 279
2018
Q2 		$273K Buy
+9,078
New +$486K 0.17% 96

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthShield Partners's WFC Position: Q1 2026 in Review

WealthShield Partners increased its Wells Fargo (WFC) stake by 5.5% in Q1 2026, buying an estimated $139K and bringing the position to 31,136 shares worth $2.48M. The position accounts for 0.28% of the portfolio, ranked #106.

WealthShield Partners first reported a position in WFC in Q2 2018 and has held it in 21 quarters since. The position peaked at $2.75M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • WealthShield Partners held 31,136 shares of Wells Fargo worth $2.48M as of Q1 2026.
  • WealthShield Partners bought 1,618 Wells Fargo shares in Q1 2026, an estimated $139K.
  • Wells Fargo made up 0.28% of WealthShield Partners's portfolio in Q1 2026, its #106 holding.
  • WealthShield Partners first reported a position in Wells Fargo in Q2 2018 and has held it in 21 quarters since.
  • WealthShield Partners's Wells Fargo position peaked at $2.75M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.