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 Q3	$1.5M	Buy	18,787 +2	+0%	+$173	0.84%	29
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

M.E. Allison & Co's WFC Position: Q3 2026 in Review

M.E. Allison & Co increased its Wells Fargo (WFC) stake by 0.01% in Q3 2026, buying an estimated $173 and bringing the position to 18,787 shares worth $1.5M. The position accounts for 0.84% of the portfolio, ranked #29.

M.E. Allison & Co first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.75M in Q4 2025. 203 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

M.E. Allison & Co held 18,787 shares of Wells Fargo worth $1.5M as of Q3 2026.
M.E. Allison & Co bought 2 Wells Fargo shares in Q3 2026, an estimated $173.
Wells Fargo made up 0.84% of M.E. Allison & Co's portfolio in Q3 2026, its #29 holding.
M.E. Allison & Co first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
M.E. Allison & Co's Wells Fargo position peaked at $1.75M in Q4 2025.
203 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.