Magnolia Capital Advisors’s Wells Fargo WFC Stock Holding History

Magnolia Capital Advisors’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	$1.15M	Buy	13,888 +367	+3%	+$29.5K	0.2%	128
2026 Q1	$1.08M	Buy	13,521 +875	+7%	+$75.2K	0.21%	122
2025 Q4	$1.18M	Buy	12,646 +8,610	+213%	+$747K	0.25%	101
2025 Q3	$338K	Sell	4,036 -53	-1%	-$4.3K	0.09%	184
2025 Q2	$328K	Buy	4,089 +521	+15%	+$37.6K	0.08%	191
2025 Q1	$256K	Sell	3,568 -196	-5%	-$14.7K	0.07%	204
2024 Q4	$264K	Buy	+3,764	New	+$257K	0.07%	204

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 $3.38T AUM 44.17% 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

Magnolia Capital Advisors's WFC Position: Q2 2026 in Review

Magnolia Capital Advisors increased its Wells Fargo (WFC) stake by 2.7% in Q2 2026, buying an estimated $29.5K and bringing the position to 13,888 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #128.

Magnolia Capital Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Magnolia Capital Advisors held 13,888 shares of Wells Fargo worth $1.15M as of Q2 2026.
Magnolia Capital Advisors bought 367 Wells Fargo shares in Q2 2026, an estimated $29.5K.
Wells Fargo made up 0.2% of Magnolia Capital Advisors's portfolio in Q2 2026, its #128 holding.
Magnolia Capital Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Magnolia Capital Advisors's Wells Fargo position peaked at $1.18M in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.