MB, Levis & Associates’s Wells Fargo WFC Stock Holding History

MB, Levis & Associates’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	$33.3K	Hold	419	–	–	0.01%	120
2025 Q4	$39K	Sell	419 -47	-10%	-$4.08K	0.02%	111
2025 Q3	$39K	Hold	466	–	–	0.02%	111
2025 Q2	$37.3K	Hold	466	–	–	0.02%	141
2025 Q1	$33.4K	Buy	466 +47	+11%	+$3.53K	0.02%	144
2024 Q4	$29.4K	Hold	419	–	–	0.01%	144
2024 Q3	$23.6K	Hold	419	–	–	0.01%	153
2024 Q2	$24.9K	Hold	419	–	–	0.01%	150
2024 Q1	$24.3K	Hold	419	–	–	0.01%	151
2023 Q4	$20.6K	Hold	419	–	–	0.01%	153
2023 Q3	$17.1K	Buy	419 +4	+1%	+$173	0.01%	167
2023 Q2	$17.7K	Sell	415 -98	-19%	-$3.94K	0.01%	165
2023 Q1	$19.2K	Buy	513 +203	+65%	+$8.85K	0.01%	160
2022 Q4	$12.8K	Buy	+310	New	+$13.7K	0.01%	169

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MB, Levis & Associates's WFC Position: Q1 2026 in Review

MB, Levis & Associates held its Wells Fargo (WFC) position steady in Q1 2026 at 419 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #120.

MB, Levis & Associates first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $39K in Q3 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

MB, Levis & Associates held 419 shares of Wells Fargo worth $33.3K as of Q1 2026.
MB, Levis & Associates left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.01% of MB, Levis & Associates's portfolio in Q1 2026, its #120 holding.
MB, Levis & Associates first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
MB, Levis & Associates's Wells Fargo position peaked at $39K in Q3 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.