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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McLean Asset Management's WFC Position: Q1 2026 in Review

McLean Asset Management reduced its Wells Fargo (WFC) stake by 3% in Q1 2026, selling an estimated $7.82K and leaving 2,991 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #153.

McLean Asset Management first reported a position in WFC in Q4 2024 and has held it in 5 quarters since. The position peaked at $273K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

McLean Asset Management held 2,991 shares of Wells Fargo worth $238K as of Q1 2026.
McLean Asset Management sold 91 Wells Fargo shares in Q1 2026, an estimated $7.82K.
Wells Fargo made up 0.04% of McLean Asset Management's portfolio in Q1 2026, its #153 holding.
McLean Asset Management first reported a position in Wells Fargo in Q4 2024 and has held it in 5 quarters since.
McLean Asset Management's Wells Fargo position peaked at $273K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.