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CMG Global Holdings’s Wells Fargo WFC Stock Holding History

CMG Global Holdings’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 		$334K Sell
4,038
-539
-12% -$43.3K 0.14% 75
2026
Q1 		$364K Buy
4,577
+7
+0.2% +$601 0.17% 73
2025
Q4 		$426K Buy
4,570
+1,251
+38% +$109K 0.19% 64
2025
Q3 		$287K Buy
3,319
+236
+8% +$19.1K 0.14% 81
2025
Q2 		$256K Hold
3,083
– – 0.13% 86
2025
Q1 		$214K Sell
3,083
-622
-17% -$46.7K 0.14% 84
2024
Q4 		$287K Sell
3,705
-1,510
-29% -$103K 0.16% 81
2024
Q3 		$295K Sell
5,215
-7
-0.1% -$396 0.17% 78
2024
Q2 		$310K Sell
5,222
-1,143
-18% -$67.5K 0.21% 71
2024
Q1 		$369K Buy
6,365
+2
+0% +$105 0.25% 67
2023
Q4 		$331K Sell
6,363
-8
-0.1% -$345 0.24% 70
2023
Q3 		$260K Buy
6,371
+2
+0% +$86 0.22% 73
2023
Q2 		$272K Buy
6,369
+2
+0% +$81 0.22% 73
2023
Q1 		$238K Buy
6,367
+2
+0% +$87 0.22% 74
2022
Q4 		$263K Buy
6,365
+2
+0% +$89 0.25% 69
2022
Q3 		$256K Buy
6,363
+2
+0% +$86 0.28% 70
2022
Q2 		$249K Buy
6,361
+1
+0% +$44 0.26% 72
2022
Q1 		$308K Sell
6,360
-197
-3% -$10.5K 0.25% 68
2021
Q4 		$315K Sell
6,557
-216
-3% -$10.6K 0.2% 72
2021
Q3 		$314K Sell
6,773
-397
-6% -$18.4K 0.23% 65
2021
Q2 		$325K Sell
7,170
-750
-9% -$33.5K 0.25% 67
2021
Q1 		$309K Buy
+7,920
New +$280K 0.27% 67

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
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

CMG Global Holdings's WFC Position: Q2 2026 in Review

CMG Global Holdings reduced its Wells Fargo (WFC) stake by 12% in Q2 2026, selling an estimated $43.3K and leaving 4,038 shares worth $334K. The position accounts for 0.14% of the portfolio, ranked #75.

CMG Global Holdings first reported a position in WFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $426K in Q4 2025. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • CMG Global Holdings held 4,038 shares of Wells Fargo worth $334K as of Q2 2026.
  • CMG Global Holdings sold 539 Wells Fargo shares in Q2 2026, an estimated $43.3K.
  • Wells Fargo made up 0.14% of CMG Global Holdings's portfolio in Q2 2026, its #75 holding.
  • CMG Global Holdings first reported a position in Wells Fargo in Q1 2021 and has held it in 22 quarters since.
  • CMG Global Holdings's Wells Fargo position peaked at $426K in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on CMG Global Holdings's 13F filing for Q2 2026, filed 28 Jul 2026.