MLG Wealth Management DBA Pine Grove Financial Group’s Wells Fargo WFC Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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 Q4	$461K	Buy	+4,944	New	+$429K	0.06%	122

Other funds holding WFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MLG Wealth Management DBA Pine Grove Financial Group's WFC Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Wells Fargo (WFC) in Q4 2025: 4,944 shares worth $461K. The stake represents 0.06% of the portfolio and ranks #122 among its holdings.

2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

MLG Wealth Management DBA Pine Grove Financial Group held 4,944 shares of Wells Fargo worth $461K as of Q4 2025.
Wells Fargo was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
Wells Fargo made up 0.06% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #122 holding.
2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.