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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
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
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

Magnolia Capital Advisors's WFC Position: Q1 2026 in Review

Magnolia Capital Advisors increased its Wells Fargo (WFC) stake by 6.9% in Q1 2026, buying an estimated $75.2K and bringing the position to 13,521 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #122.

Magnolia Capital Advisors first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Magnolia Capital Advisors held 13,521 shares of Wells Fargo worth $1.08M as of Q1 2026.
  • Magnolia Capital Advisors bought 875 Wells Fargo shares in Q1 2026, an estimated $75.2K.
  • Wells Fargo made up 0.21% of Magnolia Capital Advisors's portfolio in Q1 2026, its #122 holding.
  • Magnolia Capital Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Magnolia Capital Advisors's Wells Fargo position peaked at $1.18M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.