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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M Holdings Securities's WFC Position: Q1 2026 in Review

M Holdings Securities increased its Wells Fargo (WFC) stake by 36% in Q1 2026, buying an estimated $333K and bringing the position to 14,541 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #195.

M Holdings Securities first reported a position in WFC in Q4 2013 and has held it in 35 quarters since. The position peaked at $1.21M in Q1 2016. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • M Holdings Securities held 14,541 shares of Wells Fargo worth $1.08M as of Q1 2026.
  • M Holdings Securities bought 3,882 Wells Fargo shares in Q1 2026, an estimated $333K.
  • Wells Fargo made up 0.07% of M Holdings Securities's portfolio in Q1 2026, its #195 holding.
  • M Holdings Securities first reported a position in Wells Fargo in Q4 2013 and has held it in 35 quarters since.
  • M Holdings Securities's Wells Fargo position peaked at $1.21M in Q1 2016.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.