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M.E. Allison & Co’s Wells Fargo WFC Stock Holding History

M.E. Allison & Co’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 		$1.55M Buy
18,785
+2
+0% +$161 0.89% 29
2026
Q1 		$1.5M Buy
18,783
+2
+0% +$172 0.99% 24
2025
Q4 		$1.75M Buy
18,781
+2
+0% +$174 1.19% 21
2025
Q3 		$1.57M Buy
18,779
+27
+0.1% +$2.19K 1.1% 24
2025
Q2 		$1.5M Sell
18,752
-633
-3% -$45.6K 1.21% 22
2025
Q1 		$1.39M Buy
19,385
+1
+0% +$75 1.38% 21
2024
Q4 		$1.36M Buy
+19,384
New +$1.32M 1.5% 18

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

M.E. Allison & Co's WFC Position: Q2 2026 in Review

M.E. Allison & Co increased its Wells Fargo (WFC) stake by 0.01% in Q2 2026, buying an estimated $161 and bringing the position to 18,785 shares worth $1.55M. The position accounts for 0.89% of the portfolio, ranked #29.

M.E. Allison & Co first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q4 2025. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • M.E. Allison & Co held 18,785 shares of Wells Fargo worth $1.55M as of Q2 2026.
  • M.E. Allison & Co bought 2 Wells Fargo shares in Q2 2026, an estimated $161.
  • Wells Fargo made up 0.89% of M.E. Allison & Co's portfolio in Q2 2026, its #29 holding.
  • M.E. Allison & Co first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • M.E. Allison & Co's Wells Fargo position peaked at $1.75M in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.