MWPCG
WFC icon

Measured Wealth Private Client Group’s Wells Fargo WFC Stock Holding History

Measured Wealth Private Client Group’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
Q1 		$183K Hold
2,295
– – 0.05% 189
2025
Q4 		$214K Hold
2,295
– – 0.06% 183
2025
Q3 		$192K Buy
+2,295
New +$186K 0.05% 185
2018
Q4 		– Sell
-867
Closed -$45K – 708
2018
Q3 		$45K Buy
+867
New +$49.5K 0.03% 384

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Measured Wealth Private Client Group's WFC Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Wells Fargo (WFC) position steady in Q1 2026 at 2,295 shares worth $183K. The position accounts for 0.05% of the portfolio, ranked #189.

Measured Wealth Private Client Group first reported a position in WFC in Q3 2018 and has held it in 4 quarters since. The position peaked at $214K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Measured Wealth Private Client Group held 2,295 shares of Wells Fargo worth $183K as of Q1 2026.
  • Measured Wealth Private Client Group left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.05% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #189 holding.
  • Measured Wealth Private Client Group first reported a position in Wells Fargo in Q3 2018 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Wells Fargo position peaked at $214K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.