Wealthspan Partners’s Wells Fargo WFC Stock Holding History

Wealthspan 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	$919K	Buy	11,120 +96	+0.9%	+$7.71K	0.29%	57
2026 Q1	$878K	Sell	11,024 -288	-3%	-$24.7K	0.31%	57
2025 Q4	$1.05M	Buy	11,312 +1,017	+10%	+$88.3K	0.38%	46
2025 Q3	$863K	Sell	10,295 -1,733	-14%	-$141K	0.33%	50
2025 Q2	$964K	Buy	12,028 +16	+0.1%	+$1.15K	0.4%	44
2025 Q1	$862K	Sell	12,012 -504	-4%	-$37.8K	0.4%	42
2024 Q4	$879K	Sell	12,516 -1,455	-10%	-$99.3K	0.42%	41
2024 Q3	$789K	Sell	13,971 -384	-3%	-$21.7K	0.39%	49
2024 Q2	$853K	Buy	14,355 +826	+6%	+$48.8K	0.47%	39
2024 Q1	$784K	Buy	+13,529	New	+$708K	0.46%	38

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

Wealthspan Partners's WFC Position: Q2 2026 in Review

Wealthspan Partners increased its Wells Fargo (WFC) stake by 0.87% in Q2 2026, buying an estimated $7.71K and bringing the position to 11,120 shares worth $919K. The position accounts for 0.29% of the portfolio, ranked #57.

Wealthspan Partners first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Wealthspan Partners held 11,120 shares of Wells Fargo worth $919K as of Q2 2026.
Wealthspan Partners bought 96 Wells Fargo shares in Q2 2026, an estimated $7.71K.
Wells Fargo made up 0.29% of Wealthspan Partners's portfolio in Q2 2026, its #57 holding.
Wealthspan Partners first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
Wealthspan Partners's Wells Fargo position peaked at $1.05M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.