Meeder Advisory Services’s Wells Fargo WFC Stock Holding History

Meeder Advisory Services’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	$5.87M	Buy	73,728 +2,650	+4%	+$228K	0.25%	63
2025 Q4	$6.62M	Buy	71,078 +4,567	+7%	+$396K	0.28%	53
2025 Q3	$5.57M	Buy	66,511 +691	+1%	+$56K	0.26%	54
2025 Q2	$5.27M	Buy	65,820 +917	+1%	+$66.1K	0.27%	54
2025 Q1	$4.66M	Buy	64,903 +3,387	+6%	+$254K	0.28%	54
2024 Q4	$4.32M	Buy	61,516 +1,518	+3%	+$104K	0.27%	55
2024 Q3	$3.39M	Sell	59,998 -3,943	-6%	-$223K	0.22%	74
2024 Q2	$3.8M	Buy	63,941 +18,016	+39%	+$1.06M	0.27%	61
2024 Q1	$2.66M	Buy	45,925 +2,434	+6%	+$127K	0.27%	63
2023 Q4	$2.14M	Buy	43,491 +1,948	+5%	+$84.1K	0.25%	69
2023 Q3	$1.7M	Buy	41,543 +454	+1%	+$19.6K	0.21%	75
2023 Q2	$1.75M	Sell	41,089 -7,206	-15%	-$290K	0.19%	96
2023 Q1	$1.81M	Buy	48,295 +428	+0.9%	+$18.7K	0.21%	88
2022 Q4	$1.98M	Buy	+47,867	New	+$2.12M	0.25%	74

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meeder Advisory Services's WFC Position: Q1 2026 in Review

Meeder Advisory Services increased its Wells Fargo (WFC) stake by 3.7% in Q1 2026, buying an estimated $228K and bringing the position to 73,728 shares worth $5.87M. The position accounts for 0.25% of the portfolio, ranked #63.

Meeder Advisory Services first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.62M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Meeder Advisory Services held 73,728 shares of Wells Fargo worth $5.87M as of Q1 2026.
Meeder Advisory Services bought 2,650 Wells Fargo shares in Q1 2026, an estimated $228K.
Wells Fargo made up 0.25% of Meeder Advisory Services's portfolio in Q1 2026, its #63 holding.
Meeder Advisory Services first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's Wells Fargo position peaked at $6.62M in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.