WP
WFC icon

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
Q2 		$2.15M Sell
25,961
-5,175
-17% -$416K 0.33% 88
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthShield Partners's WFC Position: Q2 2026 in Review

WealthShield Partners reduced its Wells Fargo (WFC) stake by 17% in Q2 2026, selling an estimated $416K and leaving 25,961 shares worth $2.15M. The position accounts for 0.33% of the portfolio, ranked #88.

WealthShield Partners first reported a position in WFC in Q2 2018 and has held it in 22 quarters since. The position peaked at $2.75M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • WealthShield Partners held 25,961 shares of Wells Fargo worth $2.15M as of Q2 2026.
  • WealthShield Partners sold 5,175 Wells Fargo shares in Q2 2026, an estimated $416K.
  • Wells Fargo made up 0.33% of WealthShield Partners's portfolio in Q2 2026, its #88 holding.
  • WealthShield Partners first reported a position in Wells Fargo in Q2 2018 and has held it in 22 quarters since.
  • WealthShield Partners's Wells Fargo position peaked at $2.75M in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.