Magnolia Wealth Management’s Wells Fargo WFC Stock Holding History

Magnolia Wealth Management’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	–	Sell	-106	Closed	-$8.44K	–	201
2026 Q1	$8.44K	Buy	+106	New	+$9.1K	﹤0.01%	149

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

Magnolia Wealth Management's WFC Position: Q2 2026 in Review

Magnolia Wealth Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 106 shares — an estimated $8.44K sold.

Magnolia Wealth Management first reported a position in WFC in Q1 2026 and held it in 1 quarter. The position peaked at $8.44K in Q1 2026. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Magnolia Wealth Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Magnolia Wealth Management sold 106 Wells Fargo shares in Q2 2026, an estimated $8.44K.
Magnolia Wealth Management first reported a position in Wells Fargo in Q1 2026 and held it in 1 quarter.
Magnolia Wealth Management's Wells Fargo position peaked at $8.44K in Q1 2026.
2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.