McLean Asset Management’s Wells Fargo WFC Stock Holding History

McLean Asset 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	$239K	Sell	2,822 -83	-3%	-$7.18K	0.03%	164
2026 Q2	$251K	Sell	2,905 -86	-3%	-$6.91K	0.03%	156
2026 Q1	$238K	Sell	2,991 -91	-3%	-$7.82K	0.04%	153
2025 Q4	$273K	Buy	3,082 +9	+0.3%	+$781	0.05%	139
2025 Q3	$248K	Buy	3,073 +25	+0.8%	+$2.03K	0.05%	149
2025 Q2	$251K	Buy	+3,048	New	+$220K	0.07%	146
2025 Q1	–	Sell	-2,873	Closed	-$202K	–	161
2024 Q4	$202K	Buy	+2,873	New	+$196K	0.06%	152

Other funds holding WFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

McLean Asset Management's WFC Position: Q3 2026 in Review

McLean Asset Management reduced its Wells Fargo (WFC) stake by 2.9% in Q3 2026, selling an estimated $7.18K and leaving 2,822 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #164.

McLean Asset Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $273K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

McLean Asset Management held 2,822 shares of Wells Fargo worth $239K as of Q3 2026.
McLean Asset Management sold 83 Wells Fargo shares in Q3 2026, an estimated $7.18K.
Wells Fargo made up 0.03% of McLean Asset Management's portfolio in Q3 2026, its #164 holding.
McLean Asset Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
McLean Asset Management's Wells Fargo position peaked at $273K in Q4 2025.
1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.