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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
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 $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

Mather Group's WFC Position: Q1 2026 in Review

Mather Group increased its Wells Fargo (WFC) stake by 2.7% in Q1 2026, buying an estimated $62.5K and bringing the position to 27,857 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #217.

Mather Group first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.53M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Mather Group held 27,857 shares of Wells Fargo worth $2.22M as of Q1 2026.
  • Mather Group bought 728 Wells Fargo shares in Q1 2026, an estimated $62.5K.
  • Wells Fargo made up 0.02% of Mather Group's portfolio in Q1 2026, its #217 holding.
  • Mather Group first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • Mather Group's Wells Fargo position peaked at $2.53M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.