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MeadowBrook Investment Advisors’s Wells Fargo WFC Stock Holding History

MeadowBrook Investment Advisors’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 		$1.07M Buy
12,928
+200
+2% +$16.1K 0.85% 31
2026
Q1 		$1.01M Buy
12,728
+290
+2% +$24.9K 0.9% 30
2025
Q4 		$1.16M Hold
12,438
– – 0.99% 24
2025
Q3 		$1.04M Sell
12,438
-305
-2% -$24.7K 0.9% 26
2025
Q2 		$1.02M Buy
12,743
+450
+4% +$32.4K 0.91% 26
2025
Q1 		$883K Sell
12,293
-135
-1% -$10.1K 0.82% 31
2024
Q4 		$873K Sell
12,428
-465
-4% -$31.7K 0.77% 32
2024
Q3 		$728K Hold
12,893
– – 0.66% 40
2024
Q2 		$766K Sell
12,893
-252
-2% -$14.9K 0.73% 38
2024
Q1 		$762K Sell
13,145
-210
-2% -$11K 0.71% 39
2023
Q4 		$657K Buy
+13,355
New +$576K 0.63% 40

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

MeadowBrook Investment Advisors's WFC Position: Q2 2026 in Review

MeadowBrook Investment Advisors increased its Wells Fargo (WFC) stake by 1.6% in Q2 2026, buying an estimated $16.1K and bringing the position to 12,928 shares worth $1.07M. The position accounts for 0.85% of the portfolio, ranked #31.

MeadowBrook Investment Advisors first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q4 2025. 961 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • MeadowBrook Investment Advisors held 12,928 shares of Wells Fargo worth $1.07M as of Q2 2026.
  • MeadowBrook Investment Advisors bought 200 Wells Fargo shares in Q2 2026, an estimated $16.1K.
  • Wells Fargo made up 0.85% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #31 holding.
  • MeadowBrook Investment Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • MeadowBrook Investment Advisors's Wells Fargo position peaked at $1.16M in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.