McGlone Suttner Wealth Management
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McGlone Suttner Wealth Management’s Wells Fargo WFC Stock Holding History

McGlone Suttner Wealth Management’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
Q3 		$1.21M Buy
15,144
+92
+0.6% +$7.96K 0.14% 75
2026
Q2 		$1.24M Buy
15,052
+458
+3% +$36.8K 0.15% 72
2026
Q1 		$1.16M Buy
14,594
+535
+4% +$46K 0.15% 71
2025
Q4 		$1.31M Buy
14,059
+803
+6% +$69.7K 0.18% 60
2025
Q3 		$1.11M Buy
13,256
+281
+2% +$22.8K 0.16% 67
2025
Q2 		$1.04M Buy
12,975
+424
+3% +$30.6K 0.16% 68
2025
Q1 		$901K Buy
12,551
+4,201
+50% +$315K 0.15% 74
2024
Q4 		$586K Buy
8,350
+3,262
+64% +$223K 0.1% 91
2024
Q3 		$287K Sell
5,088
-809
-14% -$45.8K 0.06% 138
2024
Q2 		$290K Buy
5,897
+625
+12% +$36.9K 0.06% 122
2024
Q1 		$306K Sell
5,272
-625
-11% -$32.7K 0.06% 134
2023
Q4 		$290K Buy
5,897
+13
+0.2% +$561 0.06% 122
2023
Q3 		$240K Buy
5,884
+13
+0.2% +$561 0.06% 125
2023
Q2 		$251K Buy
5,871
+11
+0.2% +$443 0.06% 126
2023
Q1 		$219K Sell
5,860
-136
-2% -$5.93K 0.06% 132
2022
Q4 		$248K Buy
+5,996
New +$265K 0.08% 111

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

McGlone Suttner Wealth Management's WFC Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its Wells Fargo (WFC) stake by 0.61% in Q3 2026, buying an estimated $7.96K and bringing the position to 15,144 shares worth $1.21M. The position accounts for 0.14% of the portfolio, ranked #75.

McGlone Suttner Wealth Management first reported a position in WFC in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.31M in Q4 2025. 1,715 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • McGlone Suttner Wealth Management held 15,144 shares of Wells Fargo worth $1.21M as of Q3 2026.
  • McGlone Suttner Wealth Management bought 92 Wells Fargo shares in Q3 2026, an estimated $7.96K.
  • Wells Fargo made up 0.14% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #75 holding.
  • McGlone Suttner Wealth Management first reported a position in Wells Fargo in Q4 2022 and has held it in 16 quarters since.
  • McGlone Suttner Wealth Management's Wells Fargo position peaked at $1.31M in Q4 2025.
  • 1,715 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.