M3 Advisory Group’s Wells Fargo WFC Stock Holding History

M3 Advisory 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
2026 Q1	$508K	Sell	6,383 -79	-1%	-$6.79K	0.31%	60
2025 Q4	$602K	Buy	6,462 +91	+1%	+$7.9K	0.37%	52
2025 Q3	$534K	Sell	6,371 -17	-0.3%	-$1.38K	0.33%	58
2025 Q2	$512K	Buy	6,388 +36	+0.6%	+$2.6K	0.35%	55
2025 Q1	$456K	Buy	6,352 +200	+3%	+$15K	0.36%	59
2024 Q4	$432K	Sell	6,152 -4	-0.1%	-$273	0.31%	69
2024 Q3	$348K	Buy	6,156 +28	+0.5%	+$1.58K	0.26%	90
2024 Q2	$364K	Buy	6,128 +200	+3%	+$11.8K	0.3%	82
2024 Q1	$344K	Buy	5,928 +26	+0.4%	+$1.36K	0.31%	77
2023 Q4	$291K	Buy	+5,902	New	+$255K	0.34%	69

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M3 Advisory Group's WFC Position: Q1 2026 in Review

M3 Advisory Group reduced its Wells Fargo (WFC) stake by 1.2% in Q1 2026, selling an estimated $6.79K and leaving 6,383 shares worth $508K. The position accounts for 0.31% of the portfolio, ranked #60.

M3 Advisory Group first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $602K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

M3 Advisory Group held 6,383 shares of Wells Fargo worth $508K as of Q1 2026.
M3 Advisory Group sold 79 Wells Fargo shares in Q1 2026, an estimated $6.79K.
Wells Fargo made up 0.31% of M3 Advisory Group's portfolio in Q1 2026, its #60 holding.
M3 Advisory Group first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
M3 Advisory Group's Wells Fargo position peaked at $602K in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.