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Medallion Wealth Advisors’s Wells Fargo WFC Stock Holding History

Medallion Wealth 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 		$37.3K Sell
511
-79
-13% -$6.35K 0.01% 521
2026
Q1 		$47K Sell
590
-79
-12% -$6.79K 0.02% 480
2025
Q4 		$62.4K Hold
669
– – 0.02% 437
2025
Q3 		$56.1K Hold
669
– – 0.02% 451
2025
Q2 		$54.2K Buy
669
+350
+110% +$25.2K 0.02% 452
2025
Q1 		$22.9K Hold
319
– – 0.01% 555
2024
Q4 		$22.7K Buy
+319
New +$21.8K 0.01% 542

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Medallion Wealth Advisors's WFC Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Wells Fargo (WFC) stake by 13% in Q2 2026, selling an estimated $6.35K and leaving 511 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #521.

Medallion Wealth Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $62.4K in Q4 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Medallion Wealth Advisors held 511 shares of Wells Fargo worth $37.3K as of Q2 2026.
  • Medallion Wealth Advisors sold 79 Wells Fargo shares in Q2 2026, an estimated $6.35K.
  • Wells Fargo made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #521 holding.
  • Medallion Wealth Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Wells Fargo position peaked at $62.4K in Q4 2025.
  • 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.