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

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

Westmount Partners's WFC Position: Q2 2026 in Review

Westmount Partners increased its Wells Fargo (WFC) stake by 1.7% in Q2 2026, buying an estimated $42.3K and bringing the position to 31,225 shares worth $2.58M. The position accounts for 0.56% of the portfolio, ranked #38.

Westmount Partners first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.85M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Westmount Partners held 31,225 shares of Wells Fargo worth $2.58M as of Q2 2026.
Westmount Partners bought 526 Wells Fargo shares in Q2 2026, an estimated $42.3K.
Wells Fargo made up 0.56% of Westmount Partners's portfolio in Q2 2026, its #38 holding.
Westmount Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
Westmount Partners's Wells Fargo position peaked at $2.85M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.