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 Q3	$285K	Buy	3,562 +71	+2%	+$6.14K	0.06%	55
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

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

McMill Wealth Management's WFC Position: Q3 2026 in Review

McMill Wealth Management increased its Wells Fargo (WFC) stake by 2% in Q3 2026, buying an estimated $6.14K and bringing the position to 3,562 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #55.

McMill Wealth Management first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $325K in Q4 2025. 1,814 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

McMill Wealth Management held 3,562 shares of Wells Fargo worth $285K as of Q3 2026.
McMill Wealth Management bought 71 Wells Fargo shares in Q3 2026, an estimated $6.14K.
Wells Fargo made up 0.06% of McMill Wealth Management's portfolio in Q3 2026, its #55 holding.
McMill Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
McMill Wealth Management's Wells Fargo position peaked at $325K in Q4 2025.
1,814 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on McMill Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.