McMill Wealth Management’s Wells Fargo WFC Stock Holding History

McMill 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 Q2	$288K	Hold	3,491	–	–	0.07%	52
2026 Q1	$278K	Hold	3,491	–	–	0.07%	50
2025 Q4	$325K	Hold	3,491	–	–	0.09%	48
2025 Q3	$293K	Hold	3,491	–	–	0.08%	47
2025 Q2	$280K	Buy	3,491 +12	+0.3%	+$865	0.09%	45
2025 Q1	$250K	Buy	3,479 +30	+0.9%	+$2.25K	0.09%	45
2024 Q4	$242K	Buy	+3,449	New	+$235K	0.1%	43

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

McMill Wealth Management's WFC Position: Q2 2026 in Review

McMill Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 3,491 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #52.

McMill Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $325K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

McMill Wealth Management held 3,491 shares of Wells Fargo worth $288K as of Q2 2026.
McMill Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.07% of McMill Wealth Management's portfolio in Q2 2026, its #52 holding.
McMill Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
McMill Wealth Management's Wells Fargo position peaked at $325K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on McMill Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.