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MBL Wealth’s Wells Fargo WFC Stock Holding History

MBL Wealth’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 		$995K Buy
12,037
+4,362
+57% +$351K 0.07% 137
2026
Q1 		$611K Buy
7,675
+385
+5% +$33.1K 0.05% 172
2025
Q4 		$679K Buy
7,290
+1,250
+21% +$109K 0.05% 157
2025
Q3 		$506K Buy
6,040
+160
+3% +$13K 0.04% 152
2025
Q2 		$471K Sell
5,880
-126
-2% -$9.09K 0.05% 148
2025
Q1 		$431K Buy
6,006
+1,568
+35% +$118K 0.04% 146
2024
Q4 		$312K Sell
4,438
-258
-5% -$17.6K 0.03% 170
2024
Q3 		$265K Sell
4,696
-140
-3% -$7.92K 0.03% 173
2024
Q2 		$287K Buy
4,836
+112
+2% +$6.61K 0.03% 164
2024
Q1 		$274K Buy
4,724
+244
+5% +$12.8K 0.03% 164
2023
Q4 		$220K Buy
+4,480
New +$193K 0.03% 169
2023
Q3 		– Sell
-5,320
Closed -$227K – 190
2023
Q2 		$227K Buy
+5,320
New +$214K 0.03% 158
2022
Q2 		– Sell
-7,785
Closed -$377K – 179
2022
Q1 		$377K Buy
+7,785
New +$417K 0.09% 117

Other funds holding WFC

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
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

MBL Wealth's WFC Position: Q2 2026 in Review

MBL Wealth increased its Wells Fargo (WFC) stake by 57% in Q2 2026, buying an estimated $351K and bringing the position to 12,037 shares worth $995K. The position accounts for 0.07% of the portfolio, ranked #137.

MBL Wealth first reported a position in WFC in Q1 2022 and has held it in 13 quarters since. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • MBL Wealth held 12,037 shares of Wells Fargo worth $995K as of Q2 2026.
  • MBL Wealth bought 4,362 Wells Fargo shares in Q2 2026, an estimated $351K.
  • Wells Fargo made up 0.07% of MBL Wealth's portfolio in Q2 2026, its #137 holding.
  • MBL Wealth first reported a position in Wells Fargo in Q1 2022 and has held it in 13 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.