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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspan Partners's WFC Position: Q1 2026 in Review

Wealthspan Partners reduced its Wells Fargo (WFC) stake by 2.5% in Q1 2026, selling an estimated $24.7K and leaving 11,024 shares worth $878K. The position accounts for 0.31% of the portfolio, ranked #57.

Wealthspan Partners first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Wealthspan Partners held 11,024 shares of Wells Fargo worth $878K as of Q1 2026.
Wealthspan Partners sold 288 Wells Fargo shares in Q1 2026, an estimated $24.7K.
Wells Fargo made up 0.31% of Wealthspan Partners's portfolio in Q1 2026, its #57 holding.
Wealthspan Partners first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Wealthspan Partners's Wells Fargo position peaked at $1.05M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.