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Mather Group’s Wells Fargo WFC Stock Holding History

Mather Group’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 		$2.53M Buy
30,649
+2,792
+10% +$224K 0.02% 237
2026
Q1 		$2.22M Buy
27,857
+728
+3% +$62.5K 0.02% 217
2025
Q4 		$2.53M Buy
27,129
+2,369
+10% +$206K 0.03% 174
2025
Q3 		$2.08M Buy
24,760
+1,978
+9% +$160K 0.02% 196
2025
Q2 		$1.83M Sell
22,782
-642
-3% -$46.3K 0.02% 199
2025
Q1 		$1.68M Buy
23,424
+2,680
+13% +$201K 0.02% 190
2024
Q4 		$1.46M Buy
20,744
+610
+3% +$41.6K 0.02% 200
2024
Q3 		$1.14M Buy
20,134
+1,391
+7% +$78.7K 0.01% 228
2024
Q2 		$1.09M Buy
18,743
+2,027
+12% +$120K 0.01% 255
2024
Q1 		$823K Sell
16,716
-20
-0.1% -$1.05K 0.01% 249
2023
Q4 		$824K Sell
16,736
-2,369
-12% -$102K 0.01% 257
2023
Q3 		$781K Buy
19,105
+3,032
+19% +$131K 0.01% 252
2023
Q2 		$686K Buy
16,073
+1,020
+7% +$41.1K 0.01% 287
2023
Q1 		$563K Sell
15,053
-19,862
-57% -$866K 0.01% 307
2022
Q4 		$1.44M Buy
34,915
+483
+1% +$21.4K 0.03% 164
2022
Q3 		$1.39M Buy
34,432
+7,134
+26% +$306K 0.03% 157
2022
Q2 		$1.07M Buy
27,298
+1,032
+4% +$45.3K 0.02% 174
2022
Q1 		$1.27M Buy
26,266
+21,630
+467% +$1.16M 0.03% 143
2021
Q4 		$222K Buy
+4,636
New +$228K ﹤0.01% 357

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

Mather Group's WFC Position: Q2 2026 in Review

Mather Group increased its Wells Fargo (WFC) stake by 10% in Q2 2026, buying an estimated $224K and bringing the position to 30,649 shares worth $2.53M. The position accounts for 0.02% of the portfolio, ranked #237.

Mather Group first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Mather Group held 30,649 shares of Wells Fargo worth $2.53M as of Q2 2026.
  • Mather Group bought 2,792 Wells Fargo shares in Q2 2026, an estimated $224K.
  • Wells Fargo made up 0.02% of Mather Group's portfolio in Q2 2026, its #237 holding.
  • Mather Group first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.