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Meridian Wealth Management’s Wells Fargo WFC Stock Holding History

Meridian Wealth Management’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 		$1.55M Sell
18,804
-8,988
-32% -$722K 0.05% 308
2026
Q1 		$2.21M Buy
27,792
+14,336
+107% +$1.23M 0.08% 218
2025
Q4 		$1.25M Sell
13,456
-7,506
-36% -$652K 0.04% 304
2025
Q3 		$1.76M Sell
20,962
-3,000
-13% -$243K 0.07% 243
2025
Q2 		$1.92M Buy
23,962
+4,986
+26% +$360K 0.08% 209
2025
Q1 		$1.36M Buy
18,976
+9,871
+108% +$741K 0.07% 227
2024
Q4 		$640K Buy
9,105
+176
+2% +$12K 0.03% 369
2024
Q3 		$504K Buy
+8,929
New +$505K 0.02% 406
2024
Q1 		– Sell
-14,766
Closed -$727K – 574
2023
Q4 		$727K Sell
14,766
-953
-6% -$41.1K 0.05% 309
2023
Q3 		$642K Sell
15,719
-537
-3% -$23.2K 0.04% 316
2023
Q2 		$694K Sell
16,256
-688
-4% -$27.7K 0.06% 263
2023
Q1 		$633K Buy
16,944
+1,028
+6% +$44.8K 0.06% 282
2022
Q4 		$657K Buy
15,916
+3,993
+33% +$177K 0.06% 262
2022
Q3 		$480K Sell
11,923
-14,350
-55% -$617K 0.05% 285
2022
Q2 		$1.03M Buy
26,273
+15,742
+149% +$691K 0.08% 244
2022
Q1 		$510K Sell
10,531
-646
-6% -$34.6K 0.06% 242
2021
Q4 		$536K Sell
11,177
-2,396
-18% -$118K 0.06% 235
2021
Q3 		$630K Sell
13,573
-47
-0.3% -$2.17K 0.08% 198
2021
Q2 		$617K Buy
13,620
+724
+6% +$32.3K 0.08% 197
2021
Q1 		$504K Buy
12,896
+3,354
+35% +$119K 0.07% 208
2020
Q4 		$287K Sell
9,542
-426
-4% -$11K 0.05% 261
2020
Q3 		$234K Buy
+9,968
New +$246K 0.06% 217
2019
Q3 		– Sell
-1,049
Closed -$49.6K – 504
2019
Q2 		$49.6K Buy
+1,049
New +$49.1K 0.02% 373
2017
Q3 		– Sell
-14,092
Closed -$781K – 186
2017
Q2 		$781K Sell
14,092
-10,206
-42% -$547K 0.49% 41
2017
Q1 		$1.35M Buy
24,298
+9,049
+59% +$513K 0.81% 26
2016
Q4 		$843K Buy
+15,249
New +$767K 0.67% 44

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

Meridian Wealth Management's WFC Position: Q2 2026 in Review

Meridian Wealth Management reduced its Wells Fargo (WFC) stake by 32% in Q2 2026, selling an estimated $722K and leaving 18,804 shares worth $1.55M. The position accounts for 0.05% of the portfolio, ranked #308.

Meridian Wealth Management first reported a position in WFC in Q4 2016 and has held it in 26 quarters since. The position peaked at $2.21M in Q1 2026. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Meridian Wealth Management held 18,804 shares of Wells Fargo worth $1.55M as of Q2 2026.
  • Meridian Wealth Management sold 8,988 Wells Fargo shares in Q2 2026, an estimated $722K.
  • Wells Fargo made up 0.05% of Meridian Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Meridian Wealth Management first reported a position in Wells Fargo in Q4 2016 and has held it in 26 quarters since.
  • Meridian Wealth Management's Wells Fargo position peaked at $2.21M in Q1 2026.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.