M Holdings Securities’s Wells Fargo WFC Stock Holding History

M Holdings Securities’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
2023 Q2	–	Sell	-16,172	Closed	-$604K	–	458
2023 Q1	$604K	Buy	+16,172	New	+$705K	0.06%	223

Other funds holding WFC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

M Holdings Securities's WFC Position: Q2 2026 in Review

M Holdings Securities sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 14,541 shares — an estimated $1.08M sold.

M Holdings Securities first reported a position in WFC in Q4 2013 and held it in 35 quarters. The position peaked at $1.21M in Q1 2016. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

M Holdings Securities reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 14,541 Wells Fargo shares in Q2 2026, an estimated $1.08M.
M Holdings Securities first reported a position in Wells Fargo in Q4 2013 and held it in 35 quarters.
M Holdings Securities's Wells Fargo position peaked at $1.21M in Q1 2016.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.