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Marks Group Wealth Management’s Wells Fargo WFC Stock Holding History

Marks Group Wealth 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
Q2 		$3.2M Buy
38,680
+1,101
+3% +$88.5K 0.28% 94
2026
Q1 		$2.99M Buy
37,579
+504
+1% +$43.3K 0.29% 103
2025
Q4 		$3.46M Buy
37,075
+3,149
+9% +$273K 0.33% 94
2025
Q3 		$2.84M Buy
33,926
+508
+2% +$41.2K 0.26% 103
2025
Q2 		$2.68M Buy
33,418
+3,245
+11% +$234K 0.25% 103
2025
Q1 		$2.17M Sell
30,173
-254
-0.8% -$19.1K 0.21% 115
2024
Q4 		$2.14M Sell
30,427
-721
-2% -$49.2K 0.21% 116
2024
Q3 		$1.76M Sell
31,148
-264
-0.8% -$14.9K 0.17% 133
2024
Q2 		$1.87M Sell
31,412
-5,481
-15% -$324K 0.2% 126
2024
Q1 		$2.14M Sell
36,893
-3,859
-9% -$202K 0.22% 119
2023
Q4 		$2.01M Sell
40,752
-4,147
-9% -$179K 0.23% 126
2023
Q3 		$1.83M Sell
44,899
-10,288
-19% -$444K 0.23% 127
2023
Q2 		$2.36M Buy
55,187
+3,042
+6% +$122K 0.28% 109
2023
Q1 		$1.95M Buy
52,145
+5,669
+12% +$247K 0.25% 121
2022
Q4 		$1.92M Buy
46,476
+4,808
+12% +$213K 0.26% 115
2022
Q3 		$1.68M Buy
41,668
+5,271
+14% +$226K 0.26% 114
2022
Q2 		$1.43M Buy
36,397
+7,982
+28% +$350K 0.21% 134
2022
Q1 		$1.38M Buy
28,415
+5,022
+21% +$269K 0.17% 131
2021
Q4 		$1.13M Buy
23,393
+3,791
+19% +$187K 0.14% 160
2021
Q3 		$908K Buy
19,602
+3,409
+21% +$158K 0.12% 157
2021
Q2 		$734K Sell
16,193
-1,314
-8% -$58.7K 0.1% 159
2021
Q1 		$681K Buy
17,507
+2,515
+17% +$89K 0.1% 159
2020
Q4 		$452K Sell
14,992
-9,984
-40% -$258K 0.07% 179
2020
Q3 		$587K Buy
24,976
+885
+4% +$21.8K 0.11% 162
2020
Q2 		$621K Buy
24,091
+5,316
+28% +$145K 0.13% 143
2020
Q1 		$540K Buy
18,775
+2,159
+13% +$91.8K 0.14% 142
2019
Q4 		$894K Buy
+16,616
New +$870K 0.18% 147

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marks Group Wealth Management's WFC Position: Q2 2026 in Review

Marks Group Wealth Management increased its Wells Fargo (WFC) stake by 2.9% in Q2 2026, buying an estimated $88.5K and bringing the position to 38,680 shares worth $3.2M. The position accounts for 0.28% of the portfolio, ranked #94.

Marks Group Wealth Management first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.46M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Marks Group Wealth Management held 38,680 shares of Wells Fargo worth $3.2M as of Q2 2026.
  • Marks Group Wealth Management bought 1,101 Wells Fargo shares in Q2 2026, an estimated $88.5K.
  • Wells Fargo made up 0.28% of Marks Group Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Marks Group Wealth Management first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Wells Fargo position peaked at $3.46M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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