MPM
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MBB Public Markets’s Wells Fargo WFC Stock Holding History

MBB Public Markets’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
2025
Q3 		– Sell
-3,706
Closed -$297K – 485
2025
Q2 		$297K Sell
3,706
-835
-18% -$60.2K 0.03% 122
2025
Q1 		$326K Buy
+4,541
New +$341K 0.04% 151
2024
Q4 		– Sell
-5,130
Closed -$290K – 548
2024
Q3 		$290K Sell
5,130
-246,738
-98% -$14M 0.02% 470
2024
Q2 		$15M Buy
251,868
+237,958
+1,711% +$14M 0.31% 65
2024
Q1 		$806K Buy
+13,910
New +$728K 0.05% 116
2022
Q1 		– Sell
-24,754
Closed -$1.19M – 469
2021
Q4 		$1.19M Buy
+24,754
New +$1.22M 0.02% 115

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return