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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Maia Wealth's WFC Position: Q2 2026 in Review

Maia Wealth reduced its Wells Fargo (WFC) stake by 18% in Q2 2026, selling an estimated $83.6K and leaving 4,827 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #252.

Maia Wealth first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $560K in Q4 2024. 1,048 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Maia Wealth held 4,827 shares of Wells Fargo worth $399K as of Q2 2026.
  • Maia Wealth sold 1,040 Wells Fargo shares in Q2 2026, an estimated $83.6K.
  • Wells Fargo made up 0.06% of Maia Wealth's portfolio in Q2 2026, its #252 holding.
  • Maia Wealth first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
  • Maia Wealth's Wells Fargo position peaked at $560K in Q4 2024.
  • 1,048 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.