McDonald Partners’s Wells Fargo WFC Stock Holding History

McDonald Partners’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	$75K	Buy	+907	New	+$72.9K	0.02%	296

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

McDonald Partners's WFC Position: Q2 2026 in Review

McDonald Partners opened a new position in Wells Fargo (WFC) in Q2 2026: 907 shares worth $75K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings.

1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

McDonald Partners held 907 shares of Wells Fargo worth $75K as of Q2 2026.
Wells Fargo was a new McDonald Partners position in Q2 2026.
Wells Fargo made up 0.02% of McDonald Partners's portfolio in Q2 2026, its #296 holding.
1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.