Mach-1 Financial Group’s Wells Fargo WFC Stock Holding History

Mach-1 Financial 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	$766K	Sell	9,621 -31,786	-77%	-$2.73M	0.27%	45
2025 Q4	$3.86M	Buy	+41,407	New	+$3.59M	0.79%	29
2025 Q3	–	Sell	-27,842	Closed	-$2.23M	–	410
2025 Q2	$2.23M	Sell	27,842 -14,997	-35%	-$1.08M	0.65%	35
2025 Q1	$3.08M	Buy	42,839 +37,143	+652%	+$2.79M	0.92%	22
2024 Q4	$400K	Sell	5,696 -1,053	-16%	-$71.9K	0.72%	29
2024 Q3	$381K	Sell	6,749 -377	-5%	-$21.3K	0.23%	47
2024 Q2	$423K	Buy	7,126 +884	+14%	+$52.2K	0.28%	38
2024 Q1	$362K	Sell	6,242 -87,245	-93%	-$4.56M	0.28%	38
2023 Q4	$4.6M	Buy	93,487 +9,674	+12%	+$417K	1.75%	12
2023 Q3	$3.42M	Buy	83,813 +22,748	+37%	+$982K	1.42%	15
2023 Q2	$2.61M	Buy	61,065 +57,682	+1,705%	+$2.32M	0.74%	24
2023 Q1	$126M	Sell	3,383 -38,168	-92%	-$1.66M	0.8%	32
2022 Q4	$1.72M	Buy	41,551 +38,172	+1,130%	+$1.69M	0.56%	31
2022 Q3	$135K	Buy	3,379 +126	+4%	+$5.41K	0.14%	55
2022 Q2	$127K	Buy	+3,253	New	+$143K	0.09%	74
2022 Q1	–	Sell	-68	Closed	-$3K	–	325
2021 Q4	$3K	Buy	+68	New	+$3.35K	﹤0.01%	186

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

Mach-1 Financial Group's WFC Position: Q1 2026 in Review

Mach-1 Financial Group reduced its Wells Fargo (WFC) stake by 77% in Q1 2026, selling an estimated $2.73M and leaving 9,621 shares worth $766K. The position accounts for 0.27% of the portfolio, ranked #45.

Mach-1 Financial Group first reported a position in WFC in Q4 2021 and has held it in 16 quarters since. The position peaked at $126M in Q1 2023. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Mach-1 Financial Group held 9,621 shares of Wells Fargo worth $766K as of Q1 2026.
Mach-1 Financial Group sold 31,786 Wells Fargo shares in Q1 2026, an estimated $2.73M.
Wells Fargo made up 0.27% of Mach-1 Financial Group's portfolio in Q1 2026, its #45 holding.
Mach-1 Financial Group first reported a position in Wells Fargo in Q4 2021 and has held it in 16 quarters since.
Mach-1 Financial Group's Wells Fargo position peaked at $126M in Q1 2023.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.