Maia Wealth
WFC icon

Maia Wealth’s Wells Fargo WFC Stock Holding History

Maia Wealth’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
Q3 		$315K Sell
3,934
-893
-19% -$77.2K 0.04% 269
2026
Q2 		$399K Sell
4,827
-1,040
-18% -$83.6K 0.06% 252
2026
Q1 		$467K Sell
5,867
-192
-3% -$16.5K 0.08% 225
2025
Q4 		$523K Sell
6,059
-267
-4% -$23.2K 0.09% 212
2025
Q3 		$545K Buy
6,326
+153
+2% +$12.4K 0.09% 198
2025
Q2 		$495K Sell
6,173
-1,492
-19% -$108K 0.09% 195
2025
Q1 		$484K Buy
7,665
+481
+7% +$36.1K 0.11% 175
2024
Q4 		$560K Buy
7,184
+1,046
+17% +$71.4K 0.12% 158
2024
Q3 		$402K Buy
6,138
+2,249
+58% +$127K 0.1% 163
2024
Q2 		$225K Buy
+3,889
New +$230K 0.07% 203

Other funds holding WFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Maia Wealth's WFC Position: Q3 2026 in Review

Maia Wealth reduced its Wells Fargo (WFC) stake by 19% in Q3 2026, selling an estimated $77.2K and leaving 3,934 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #269.

Maia Wealth first reported a position in WFC in Q2 2024 and has held it in 10 quarters since. The position peaked at $560K in Q4 2024. 1,602 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Maia Wealth held 3,934 shares of Wells Fargo worth $315K as of Q3 2026.
  • Maia Wealth sold 893 Wells Fargo shares in Q3 2026, an estimated $77.2K.
  • Wells Fargo made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #269 holding.
  • Maia Wealth first reported a position in Wells Fargo in Q2 2024 and has held it in 10 quarters since.
  • Maia Wealth's Wells Fargo position peaked at $560K in Q4 2024.
  • 1,602 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.