McMillan Office’s Wells Fargo WFC Stock Holding History

McMillan Office’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	$329K	Hold	3,978	–	–	0.04%	151
2026 Q1	$317K	Hold	3,978	–	–	0.04%	152
2025 Q4	$371K	Buy	+3,978	New	+$345K	0.04%	141

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 $3.38T AUM 44.17% 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

McMillan Office's WFC Position: Q2 2026 in Review

McMillan Office held its Wells Fargo (WFC) position steady in Q2 2026 at 3,978 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #151.

McMillan Office first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $371K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

McMillan Office held 3,978 shares of Wells Fargo worth $329K as of Q2 2026.
McMillan Office left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.04% of McMillan Office's portfolio in Q2 2026, its #151 holding.
McMillan Office first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
McMillan Office's Wells Fargo position peaked at $371K in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.