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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McLean Asset Management's WFC Position: Q2 2026 in Review

McLean Asset Management reduced its Wells Fargo (WFC) stake by 2.9% in Q2 2026, selling an estimated $6.91K and leaving 2,905 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #156.

McLean Asset Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $273K in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

McLean Asset Management held 2,905 shares of Wells Fargo worth $251K as of Q2 2026.
McLean Asset Management sold 86 Wells Fargo shares in Q2 2026, an estimated $6.91K.
Wells Fargo made up 0.03% of McLean Asset Management's portfolio in Q2 2026, its #156 holding.
McLean Asset Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
McLean Asset Management's Wells Fargo position peaked at $273K in Q4 2025.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.