MFG
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Merit Financial Group’s Wells Fargo WFC Stock Holding History

Merit Financial 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
Q2 		$11.3M Sell
137,030
-31,696
-19% -$2.55M 0.07% 236
2026
Q1 		$13.4M Buy
168,726
+253
+0.2% +$21.7K 0.1% 187
2025
Q4 		$15.7M Buy
168,473
+11,116
+7% +$965K 0.13% 138
2025
Q3 		$13.2M Buy
157,357
+6,399
+4% +$519K 0.12% 139
2025
Q2 		$12.1M Buy
150,958
+45,483
+43% +$3.28M 0.13% 118
2025
Q1 		$7.57M Buy
105,475
+9,552
+10% +$717K 0.11% 147
2024
Q4 		$6.74M Buy
95,923
+8,311
+9% +$567K 0.12% 153
2024
Q3 		$4.95M Buy
87,612
+4,161
+5% +$235K 0.11% 145
2024
Q2 		$4.96M Buy
83,451
+2,891
+4% +$171K 0.11% 146
2024
Q1 		$4.83M Buy
80,560
+35,716
+80% +$1.87M 0.12% 144
2023
Q4 		$2.21M Sell
44,844
-28,397
-39% -$1.23M 0.07% 187
2023
Q3 		$2.99M Buy
73,241
+4,477
+7% +$193K 0.1% 160
2023
Q2 		$2.93M Buy
68,764
+3,130
+5% +$126K 0.1% 166
2023
Q1 		$2.45M Sell
65,634
-6,586
-9% -$287K 0.09% 178
2022
Q4 		$2.98M Buy
72,220
+31,262
+76% +$1.38M 0.11% 141
2022
Q3 		$1.65M Sell
40,958
-27,215
-40% -$1.17M 0.07% 181
2022
Q2 		$2.67M Buy
68,173
+63,047
+1,230% +$2.77M 0.08% 154
2022
Q1 		$248K Buy
+5,126
New +$274K 0.02% 328

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Merit Financial Group's WFC Position: Q2 2026 in Review

Merit Financial Group reduced its Wells Fargo (WFC) stake by 19% in Q2 2026, selling an estimated $2.55M and leaving 137,030 shares worth $11.3M. The position accounts for 0.07% of the portfolio, ranked #236.

Merit Financial Group first reported a position in WFC in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.7M in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Merit Financial Group held 137,030 shares of Wells Fargo worth $11.3M as of Q2 2026.
  • Merit Financial Group sold 31,696 Wells Fargo shares in Q2 2026, an estimated $2.55M.
  • Wells Fargo made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #236 holding.
  • Merit Financial Group first reported a position in Wells Fargo in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's Wells Fargo position peaked at $15.7M in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.