Mather Group
WFC icon

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
Q3 		$2.41M Sell
30,131
-518
-2% -$44.8K 0.02% 247
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 		$1.38M 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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Mather Group's WFC Position: Q3 2026 in Review

Mather Group reduced its Wells Fargo (WFC) stake by 1.7% in Q3 2026, selling an estimated $44.8K and leaving 30,131 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #247.

Mather Group first reported a position in WFC in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.53M in Q2 2026. 745 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Mather Group held 30,131 shares of Wells Fargo worth $2.41M as of Q3 2026.
  • Mather Group sold 518 Wells Fargo shares in Q3 2026, an estimated $44.8K.
  • Wells Fargo made up 0.02% of Mather Group's portfolio in Q3 2026, its #247 holding.
  • Mather Group first reported a position in Wells Fargo in Q4 2021 and has held it in 20 quarters since.
  • Mather Group's Wells Fargo position peaked at $2.53M in Q2 2026.
  • 745 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.