MFG
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Magnus Financial Group’s Wells Fargo WFC Stock Holding History

Magnus 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
Q2 		$568K Sell
6,872
-415
-6% -$33.4K 0.04% 228
2026
Q1 		$580K Sell
7,287
-114
-2% -$9.79K 0.05% 205
2025
Q4 		$690K Buy
7,401
+457
+7% +$39.7K 0.05% 209
2025
Q3 		$582K Sell
6,944
-523
-7% -$42.4K 0.05% 232
2025
Q2 		$598K Buy
7,467
+2
+0% +$144 0.05% 206
2025
Q1 		$536K Buy
7,465
+115
+2% +$8.63K 0.05% 215
2024
Q4 		$516K Buy
7,350
+1,867
+34% +$127K 0.05% 214
2024
Q3 		$310K Buy
5,483
+106
+2% +$6K 0.03% 268
2024
Q2 		$319K Buy
5,377
+161
+3% +$9.51K 0.04% 244
2024
Q1 		$302K Sell
5,216
-101
-2% -$5.28K 0.04% 245
2023
Q4 		$262K Buy
5,317
+40
+0.8% +$1.73K 0.03% 245
2023
Q3 		$216K Sell
5,277
-118
-2% -$5.09K 0.03% 243
2023
Q2 		$230K Sell
5,395
-467
-8% -$18.8K 0.03% 241
2023
Q1 		$219K Buy
5,862
+206
+4% +$8.98K 0.03% 251
2022
Q4 		$234K Buy
5,656
+17
+0.3% +$752 0.04% 236
2022
Q3 		$227K Sell
5,639
-495
-8% -$21.3K 0.04% 222
2022
Q2 		$240K Buy
6,134
+1,087
+22% +$47.7K 0.04% 240
2022
Q1 		$245K Buy
+5,047
New +$270K 0.04% 247
2021
Q1 		– Sell
-7,568
Closed -$228K – 358
2020
Q4 		$228K Sell
7,568
-8,520
-53% -$221K 0.02% 270
2020
Q3 		$378K Buy
16,088
+5,126
+47% +$126K 0.04% 157
2020
Q2 		$281K Sell
10,962
-11,340
-51% -$310K 0.03% 387
2020
Q1 		$640K Buy
22,302
+11,204
+101% +$476K 0.09% 113
2019
Q4 		$597K Buy
11,098
+275
+3% +$14.4K 0.09% 108
2019
Q3 		$546K Buy
10,823
+539
+5% +$25.4K 0.1% 104
2019
Q2 		$487K Sell
10,284
-232
-2% -$10.8K 0.09% 120
2019
Q1 		$508K Buy
10,516
+736
+8% +$36.2K 0.1% 109
2018
Q4 		$451K Buy
+9,780
New +$501K 0.12% 99

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Magnus Financial Group's WFC Position: Q2 2026 in Review

Magnus Financial Group reduced its Wells Fargo (WFC) stake by 5.7% in Q2 2026, selling an estimated $33.4K and leaving 6,872 shares worth $568K. The position accounts for 0.04% of the portfolio, ranked #228.

Magnus Financial Group first reported a position in WFC in Q4 2018 and has held it in 27 quarters since. The position peaked at $690K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Magnus Financial Group held 6,872 shares of Wells Fargo worth $568K as of Q2 2026.
  • Magnus Financial Group sold 415 Wells Fargo shares in Q2 2026, an estimated $33.4K.
  • Wells Fargo made up 0.04% of Magnus Financial Group's portfolio in Q2 2026, its #228 holding.
  • Magnus Financial Group first reported a position in Wells Fargo in Q4 2018 and has held it in 27 quarters since.
  • Magnus Financial Group's Wells Fargo position peaked at $690K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.