Buffington Mohr McNeal’s Wells Fargo WFC Stock Holding History

Buffington Mohr McNeal’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
2025 Q1	$1.91M	Buy	26,611 +3,809	+17%	+$286K	0.38%	45
2024 Q4	$1.6M	Hold	22,802	–	–	0.27%	53
2024 Q3	$1.29M	Buy	22,802 +19	+0.1%	+$1.07K	0.21%	59
2024 Q2	$1.35M	Hold	22,783	–	–	0.24%	56
2024 Q1	$1.32M	Sell	22,783 -1,500	-6%	-$78.5K	0.24%	54
2023 Q4	$1.2M	Hold	24,283	–	–	0.24%	59
2023 Q3	$992K	Hold	24,283	–	–	0.23%	68
2023 Q2	$1.04M	Hold	24,283	–	–	0.22%	66
2023 Q1	$908K	Hold	24,283	–	–	0.21%	73
2022 Q4	$1M	Hold	24,283	–	–	0.23%	72
2022 Q3	$977K	Sell	24,283 -750	-3%	-$32.2K	0.24%	70
2022 Q2	$981K	Hold	25,033	–	–	0.22%	74
2022 Q1	$1.21M	Hold	25,033	–	–	0.23%	68
2021 Q4	$1.2M	Buy	25,033 +11,331	+83%	+$558K	0.21%	71
2021 Q3	$636K	Sell	13,702 -6	-0%	-$278	0.12%	84
2021 Q2	$621K	Sell	13,708 -422	-3%	-$18.8K	0.12%	88
2021 Q1	$552K	Buy	+14,130	New	+$500K	0.12%	90
2020 Q1	–	Sell	-5,354	Closed	-$288K	–	117
2019 Q4	$288K	Sell	5,354 -400	-7%	-$20.9K	0.08%	103
2019 Q3	$290K	Sell	5,754 -134	-2%	-$6.31K	0.09%	102
2019 Q2	$279K	Hold	5,888	–	–	0.09%	106
2019 Q1	$285K	Hold	5,888	–	–	0.09%	108
2018 Q4	$271K	Hold	5,888	–	–	0.11%	111
2018 Q3	$309K	Hold	5,888	–	–	0.11%	110
2018 Q2	$326K	Sell	5,888 -95	-2%	-$5.09K	0.12%	109
2018 Q1	$314K	Hold	5,983	–	–	0.12%	107
2017 Q4	$363K	Hold	5,983	–	–	0.14%	100
2017 Q3	$334K	Sell	5,983 -23,350	-80%	-$1.24M	0.13%	107
2017 Q2	$1.63M	Hold	29,333	–	–	0.64%	49
2017 Q1	$1.63M	Buy	29,333 +23,028	+365%	+$1.31M	0.72%	44
2016 Q4	$348K	Buy	6,305 +239	+4%	+$12K	0.13%	94
2016 Q3	$268K	Hold	6,066	–	–	0.11%	105
2016 Q2	$287K	Sell	6,066 -715	-11%	-$34.9K	0.13%	107
2016 Q1	$327K	Buy	6,781 +2,274	+50%	+$111K	0.14%	106
2015 Q4	$245K	Buy	4,507 +1,400	+45%	+$76K	0.13%	96
2015 Q3	$160K	Hold	3,107	–	–	0.1%	65
2015 Q2	$174K	Hold	3,107	–	–	0.1%	68
2015 Q1	$169K	Sell	3,107 -412	-12%	-$22.3K	0.09%	68
2014 Q4	$193K	Sell	3,519 -1,603	-31%	-$84.9K	0.11%	58
2014 Q3	$266K	Hold	5,122	–	–	0.15%	52
2014 Q2	$269K	Buy	5,122 +412	+9%	+$20.7K	0.15%	53
2014 Q1	$234K	Sell	4,710 -400	-8%	-$18.6K	0.14%	55
2013 Q4	$232K	Hold	5,110	–	–	0.14%	54
2013 Q3	$211K	Sell	5,110 -374	-7%	-$16K	0.13%	55
2013 Q2	$226K	Buy	+5,484	New	+$214K	0.15%	58

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buffington Mohr McNeal's WFC Position: Q1 2025 in Review

Buffington Mohr McNeal increased its Wells Fargo (WFC) stake by 17% in Q1 2025, buying an estimated $286K and bringing the position to 26,611 shares worth $1.91M. The position accounts for 0.38% of the portfolio, ranked #45.

Buffington Mohr McNeal first reported a position in WFC in Q2 2013 and has held it in 44 quarters since. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Buffington Mohr McNeal held 26,611 shares of Wells Fargo worth $1.91M as of Q1 2025.
Buffington Mohr McNeal bought 3,809 Wells Fargo shares in Q1 2025, an estimated $286K.
Wells Fargo made up 0.38% of Buffington Mohr McNeal's portfolio in Q1 2025, its #45 holding.
Buffington Mohr McNeal first reported a position in Wells Fargo in Q2 2013 and has held it in 44 quarters since.
2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.