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Mayflower Financial Advisors’s Wells Fargo WFC Stock Holding History

Mayflower Financial Advisors’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 		$711K Sell
8,602
-785
-8% -$63.1K 0.06% 233
2026
Q1 		$747K Buy
9,387
+676
+8% +$58.1K 0.09% 202
2025
Q4 		$812K Buy
8,711
+59
+0.7% +$5.12K 0.1% 180
2025
Q3 		$725K Buy
8,652
+3,202
+59% +$260K 0.09% 194
2025
Q2 		$437K Buy
5,450
+477
+10% +$34.4K 0.06% 257
2025
Q1 		$357K Sell
4,973
-513
-9% -$38.5K 0.05% 275
2024
Q4 		$385K Buy
5,486
+170
+3% +$11.6K 0.06% 258
2024
Q3 		$300K Buy
5,316
+184
+4% +$10.4K 0.05% 292
2024
Q2 		$305K Buy
5,132
+661
+15% +$39K 0.05% 282
2024
Q1 		$259K Buy
4,471
+24
+0.5% +$1.26K 0.04% 298
2023
Q4 		$219K Buy
+4,447
New +$192K 0.03% 315
2023
Q3 		– Sell
-4,942
Closed -$211K – 367
2023
Q2 		$211K Buy
+4,942
New +$199K 0.03% 328
2023
Q1 		– Sell
-4,901
Closed -$202K – 372
2022
Q4 		$202K Buy
+4,901
New +$217K 0.03% 325
2022
Q2 		– Sell
-4,245
Closed -$206K – 371
2022
Q1 		$206K Buy
4,245
+83
+2% +$4.44K 0.03% 330
2021
Q4 		$200K Buy
+4,162
New +$205K 0.03% 322

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mayflower Financial Advisors's WFC Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Wells Fargo (WFC) stake by 8.4% in Q2 2026, selling an estimated $63.1K and leaving 8,602 shares worth $711K. The position accounts for 0.06% of the portfolio, ranked #233.

Mayflower Financial Advisors first reported a position in WFC in Q4 2021 and has held it in 15 quarters since. The position peaked at $812K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Mayflower Financial Advisors held 8,602 shares of Wells Fargo worth $711K as of Q2 2026.
  • Mayflower Financial Advisors sold 785 Wells Fargo shares in Q2 2026, an estimated $63.1K.
  • Wells Fargo made up 0.06% of Mayflower Financial Advisors's portfolio in Q2 2026, its #233 holding.
  • Mayflower Financial Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 15 quarters since.
  • Mayflower Financial Advisors's Wells Fargo position peaked at $812K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.