Mercer Global Advisors
WFC icon

Mercer Global Advisors’s Wells Fargo WFC Stock Holding History

Mercer Global 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
Q1 		$67.9M Buy
853,010
+49,329
+6% +$4.24M 0.1% 119
2025
Q4 		$73.4M Buy
803,681
+69,763
+10% +$6.06M 0.11% 110
2025
Q3 		$61.5M Buy
733,918
+76,051
+12% +$6.17M 0.1% 114
2025
Q2 		$52.7M Sell
657,867
-3,057
-0.5% -$220K 0.11% 104
2025
Q1 		$47.4M Buy
660,924
+9,351
+1% +$702K 0.11% 107
2024
Q4 		$45.8M Buy
651,573
+23,989
+4% +$1.64M 0.11% 109
2024
Q3 		$34.9M Buy
627,584
+20,389
+3% +$1.15M 0.08% 141
2024
Q2 		$34.5M Buy
607,195
+86,777
+17% +$5.12M 0.09% 130
2024
Q1 		$30.6M Buy
520,418
+248,556
+91% +$13M 0.09% 150
2023
Q4 		$13.4M Sell
271,862
-5,124
-2% -$221K 0.04% 251
2023
Q3 		$11.3M Buy
276,986
+14,204
+5% +$613K 0.04% 245
2023
Q2 		$11.2M Buy
262,782
+45,068
+21% +$1.81M 0.04% 262
2023
Q1 		$8.14M Sell
217,714
-48,679
-18% -$2.12M 0.04% 311
2022
Q4 		$11M Sell
266,393
-1,700
-0.6% -$75.2K 0.06% 252
2022
Q3 		$10.8M Buy
268,093
+15,397
+6% +$661K 0.06% 215
2022
Q2 		$9.9M Sell
252,696
-5,178
-2% -$227K 0.06% 225
2022
Q1 		$12.5M Buy
257,874
+53,258
+26% +$2.85M 0.07% 195
2021
Q4 		$9.82M Sell
204,616
-53,276
-21% -$2.62M 0.06% 241
2021
Q3 		$12M Buy
257,892
+43,554
+20% +$2.02M 0.08% 191
2021
Q2 		$9.71M Buy
214,338
+6,775
+3% +$303K 0.07% 203
2021
Q1 		$8.11M Buy
207,563
+122,591
+144% +$4.34M 0.07% 212
2020
Q4 		$2.56M Sell
84,972
-4,889
-5% -$127K 0.03% 367
2020
Q3 		$2.11M Sell
89,861
-62,494
-41% -$1.54M 0.03% 369
2020
Q2 		$3.9M Sell
152,355
-7,752
-5% -$212K 0.07% 201
2020
Q1 		$4.59M Buy
160,107
+305
+0.2% +$13K 0.1% 176
2019
Q4 		$8.6M Buy
159,802
+7,587
+5% +$397K 0.17% 114
2019
Q3 		$7.68M Buy
152,215
+18,111
+14% +$853K 0.18% 112
2019
Q2 		$6.35M Sell
134,104
-568
-0.4% -$26.6K 0.17% 115
2019
Q1 		$6.51M Buy
+134,672
New +$6.62M 0.23% 79

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

Mercer Global Advisors's WFC Position: Q1 2026 in Review

Mercer Global Advisors increased its Wells Fargo (WFC) stake by 6.1% in Q1 2026, buying an estimated $4.24M and bringing the position to 853,010 shares worth $67.9M. The position accounts for 0.1% of the portfolio, ranked #119.

Mercer Global Advisors first reported a position in WFC in Q1 2019 and has held it in 29 quarters since. The position peaked at $73.4M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Mercer Global Advisors held 853,010 shares of Wells Fargo worth $67.9M as of Q1 2026.
  • Mercer Global Advisors bought 49,329 Wells Fargo shares in Q1 2026, an estimated $4.24M.
  • Wells Fargo made up 0.1% of Mercer Global Advisors's portfolio in Q1 2026, its #119 holding.
  • Mercer Global Advisors first reported a position in Wells Fargo in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Wells Fargo position peaked at $73.4M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.