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 Q2	$555K	Buy	6,718 +335	+5%	+$26.9K	0.29%	65
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 $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

M3 Advisory Group's WFC Position: Q2 2026 in Review

M3 Advisory Group increased its Wells Fargo (WFC) stake by 5.2% in Q2 2026, buying an estimated $26.9K and bringing the position to 6,718 shares worth $555K. The position accounts for 0.29% of the portfolio, ranked #65.

M3 Advisory Group first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $602K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

M3 Advisory Group held 6,718 shares of Wells Fargo worth $555K as of Q2 2026.
M3 Advisory Group bought 335 Wells Fargo shares in Q2 2026, an estimated $26.9K.
Wells Fargo made up 0.29% of M3 Advisory Group's portfolio in Q2 2026, its #65 holding.
M3 Advisory Group first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
M3 Advisory Group's Wells Fargo position peaked at $602K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.