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Marino Stram & Associates’s Wells Fargo WFC Stock Holding History

Marino Stram & Associates’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 		$415K Buy
5,213
+84
+2% +$7.21K 0.07% 130
2025
Q4 		$478K Buy
5,129
+1
+0% +$87 0.09% 119
2025
Q3 		$430K Sell
5,128
-70
-1% -$5.68K 0.08% 138
2025
Q2 		$416K Buy
5,198
+22
+0.4% +$1.59K 0.08% 122
2025
Q1 		$372K Sell
5,176
-108
-2% -$8.11K 0.08% 121
2024
Q4 		$371K Buy
5,284
+105
+2% +$7.17K 0.08% 122
2024
Q3 		$293K Buy
5,179
+440
+9% +$24.9K 0.07% 137
2024
Q2 		$281K Sell
4,739
-233
-5% -$13.8K 0.07% 132
2024
Q1 		$288K Sell
4,972
-36
-0.7% -$1.88K 0.07% 139
2023
Q4 		$246K Sell
5,008
-24
-0.5% -$1.04K 0.06% 148
2023
Q3 		$206K Buy
5,032
+44
+0.9% +$1.9K 0.06% 150
2023
Q2 		$213K Buy
+4,988
New +$201K 0.06% 150
2021
Q3 		– Sell
-11,657
Closed -$528K – 288
2021
Q2 		$528K Buy
+11,657
New +$521K 0.14% 120
2020
Q3 		– Sell
-7,802
Closed -$200K – 114
2020
Q2 		$200K Sell
7,802
-5,213
-40% -$143K 0.12% 104
2020
Q1 		$374K Buy
13,015
+1,502
+13% +$63.9K 0.29% 60
2019
Q4 		$619K Buy
11,513
+151
+1% +$7.91K 0.41% 46
2019
Q3 		$573K Sell
11,362
-289
-2% -$13.6K 0.41% 42
2019
Q2 		$551K Buy
11,651
+1,129
+11% +$52.8K 0.4% 43
2019
Q1 		$508K Buy
10,522
+874
+9% +$43K 0.37% 44
2018
Q4 		$445K Sell
9,648
-2,465
-20% -$126K 0.39% 45
2018
Q3 		$628K Sell
12,113
-2,559
-17% -$146K 0.5% 38
2018
Q2 		$802K Sell
14,672
-3,503
-19% -$188K 0.71% 29
2018
Q1 		$953K Sell
18,175
-662
-4% -$39.3K 0.88% 25
2017
Q4 		$1.14M Buy
+18,837
New +$1.06M 1.06% 21

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

Marino Stram & Associates's WFC Position: Q1 2026 in Review

Marino Stram & Associates increased its Wells Fargo (WFC) stake by 1.6% in Q1 2026, buying an estimated $7.21K and bringing the position to 5,213 shares worth $415K. The position accounts for 0.07% of the portfolio, ranked #130.

Marino Stram & Associates first reported a position in WFC in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.14M in Q4 2017. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Marino Stram & Associates held 5,213 shares of Wells Fargo worth $415K as of Q1 2026.
  • Marino Stram & Associates bought 84 Wells Fargo shares in Q1 2026, an estimated $7.21K.
  • Wells Fargo made up 0.07% of Marino Stram & Associates's portfolio in Q1 2026, its #130 holding.
  • Marino Stram & Associates first reported a position in Wells Fargo in Q4 2017 and has held it in 24 quarters since.
  • Marino Stram & Associates's Wells Fargo position peaked at $1.14M in Q4 2017.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.