MCM
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MAI Capital Management’s Wells Fargo WFC Stock Holding History

MAI Capital 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
Q1 		$15.5M Buy
194,173
+15,072
+8% +$1.29M 0.09% 200
2025
Q4 		$16.7M Sell
179,101
-2,263
-1% -$196K 0.1% 179
2025
Q3 		$15.2M Sell
181,364
-39
-0% -$3.16K 0.09% 183
2025
Q2 		$14.5M Sell
181,403
-995
-0.5% -$71.7K 0.1% 175
2025
Q1 		$13.1M Sell
182,398
-637
-0.3% -$47.8K 0.1% 181
2024
Q4 		$12.9M Buy
183,035
+85,989
+89% +$5.87M 0.1% 178
2024
Q3 		$5.48M Sell
97,046
-15,095
-13% -$854K 0.05% 240
2024
Q2 		$6.66M Buy
112,141
+3,348
+3% +$198K 0.07% 217
2024
Q1 		$6.31M Buy
108,793
+28,145
+35% +$1.47M 0.07% 220
2023
Q4 		$3.97M Buy
80,648
+40
+0% +$1.73K 0.05% 225
2023
Q3 		$3.29M Sell
80,608
-1,893
-2% -$81.7K 0.05% 232
2023
Q2 		$3.52M Sell
82,501
-3,359
-4% -$135K 0.05% 227
2023
Q1 		$3.21M Sell
85,860
-1,870
-2% -$81.5K 0.05% 229
2022
Q4 		$3.62M Sell
87,730
-3,939
-4% -$174K 0.06% 206
2022
Q3 		$3.69M Buy
91,669
+25,415
+38% +$1.09M 0.07% 198
2022
Q2 		$2.6M Buy
66,254
+1,498
+2% +$65.7K 0.05% 219
2022
Q1 		$3.14M Sell
64,756
-1,288
-2% -$68.9K 0.05% 205
2021
Q4 		$3.17M Sell
66,044
-2,247
-3% -$111K 0.05% 211
2021
Q3 		$3.17M Buy
68,291
+1,080
+2% +$50K 0.06% 179
2021
Q2 		$3.04M Buy
67,211
+9,558
+17% +$427K 0.06% 186
2021
Q1 		$2.25M Buy
57,653
+6,875
+14% +$243K 0.05% 195
2020
Q4 		$1.53M Sell
50,778
-4,040
-7% -$105K 0.04% 242
2020
Q3 		$1.29M Sell
54,818
-8,746
-14% -$216K 0.04% 233
2020
Q2 		$1.63M Sell
63,564
-148,966
-70% -$4.08M 0.05% 194
2020
Q1 		$6.1M Sell
212,530
-1,790
-0.8% -$76.1K 0.25% 86
2019
Q4 		$11.5M Buy
214,320
+1,906
+0.9% +$99.8K 0.37% 64
2019
Q3 		$10.7M Sell
212,414
-10,839
-5% -$511K 0.48% 55
2019
Q2 		$10.6M Buy
223,253
+2,572
+1% +$120K 0.48% 55
2019
Q1 		$10.7M Buy
220,681
+9,902
+5% +$487K 0.55% 53
2018
Q4 		$9.71M Buy
210,779
+2,769
+1% +$142K 0.57% 50
2018
Q3 		$10.9M Sell
208,010
-1,877
-0.9% -$107K 0.56% 50
2018
Q2 		$11.6M Sell
209,887
-3
-0% -$161 0.63% 40
2018
Q1 		$11M Sell
209,890
-1,058
-0.5% -$62.8K 0.62% 41
2017
Q4 		$12.8M Sell
210,948
-12,008
-5% -$678K 0.73% 31
2017
Q3 		$12.3M Buy
222,956
+1,315
+0.6% +$69.9K 0.75% 33
2017
Q2 		$12.3M Buy
221,641
+10,879
+5% +$583K 0.79% 31
2017
Q1 		$11.7M Sell
210,762
-7,740
-4% -$439K 0.79% 32
2016
Q4 		$12M Sell
218,502
-6,453
-3% -$324K 0.88% 27
2016
Q3 		$9.96M Sell
224,955
-6,142
-3% -$294K 0.75% 40
2016
Q2 		$10.9M Sell
231,097
-12,213
-5% -$595K 0.84% 34
2016
Q1 		$11.8M Buy
243,310
+64,302
+36% +$3.15M 0.9% 32
2015
Q4 		$9.73M Buy
179,008
+139,371
+352% +$7.57M 0.74% 43
2015
Q3 		$2.04M Buy
39,637
+462
+1% +$25.4K 0.15% 138
2015
Q2 		$2.2M Buy
39,175
+1,128
+3% +$62.9K 0.15% 141
2015
Q1 		$2.07M Buy
38,047
+1,487
+4% +$80.4K 0.14% 138
2014
Q4 		$2M Sell
36,560
-9,256
-20% -$490K 0.14% 134
2014
Q3 		$2.38M Sell
45,816
-194,171
-81% -$9.99M 0.23% 104
2014
Q2 		$12.6M Sell
239,987
-86,315
-26% -$4.34M 1.21% 27
2014
Q1 		$16.2M Buy
326,302
+3,828
+1% +$178K 1.63% 8
2013
Q4 		$14.6M Sell
322,474
-7,670
-2% -$331K 1.55% 9
2013
Q3 		$13.6M Buy
330,144
+23,733
+8% +$1.01M 1.77% 7
2013
Q2 		$12.6M Buy
+306,411
New +$11.9M 1.65% 9

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

MAI Capital Management's WFC Position: Q1 2026 in Review

MAI Capital Management increased its Wells Fargo (WFC) stake by 8.4% in Q1 2026, buying an estimated $1.29M and bringing the position to 194,173 shares worth $15.5M. The position accounts for 0.09% of the portfolio, ranked #200.

MAI Capital Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.7M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • MAI Capital Management held 194,173 shares of Wells Fargo worth $15.5M as of Q1 2026.
  • MAI Capital Management bought 15,072 Wells Fargo shares in Q1 2026, an estimated $1.29M.
  • Wells Fargo made up 0.09% of MAI Capital Management's portfolio in Q1 2026, its #200 holding.
  • MAI Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • MAI Capital Management's Wells Fargo position peaked at $16.7M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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