WP
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Westmount Partners’s Wells Fargo WFC Stock Holding History

Westmount 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 		$2.58M Buy
31,225
+526
+2% +$42.3K 0.56% 38
2026
Q1 		$2.44M Buy
30,699
+104
+0.3% +$8.93K 0.6% 38
2025
Q4 		$2.85M Sell
30,595
-8
-0% -$695 0.71% 27
2025
Q3 		$2.47M Sell
30,603
-472
-2% -$38.3K 0.64% 34
2025
Q2 		$2.49M Sell
31,075
-551
-2% -$39.7K 0.68% 31
2025
Q1 		$2.27M Buy
31,626
+274
+0.9% +$20.6K 0.69% 32
2024
Q4 		$2.2M Sell
31,352
-295
-0.9% -$20.1K 0.67% 33
2024
Q3 		$1.79M Sell
31,647
-263
-0.8% -$14.9K 0.54% 41
2024
Q2 		$1.93M Buy
31,910
+9,435
+42% +$557K 0.64% 35
2024
Q1 		$1.3M Buy
22,475
+112
+0.5% +$5.86K 0.47% 43
2023
Q4 		$1.1M Sell
22,363
-509
-2% -$22K 0.45% 49
2023
Q3 		$935K Buy
22,872
+706
+3% +$30.5K 0.41% 55
2023
Q2 		$946K Sell
22,166
-472
-2% -$19K 0.41% 51
2023
Q1 		$846K Sell
22,638
-2,064
-8% -$90K 0.39% 53
2022
Q4 		$1.02M Buy
+24,702
New +$1.09M 0.53% 39

Other funds holding WFC

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return