Mesirow Financial Investment Management’s Wells Fargo WFC Stock Holding History

Mesirow Financial Investment 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	$1.22M	Buy	14,786 +50	+0.3%	+$4.02K	0.02%	257
2026 Q1	$1.17M	Sell	14,736 -602	-4%	-$51.7K	0.02%	252
2025 Q4	$1.43M	Sell	15,338 -2,925	-16%	-$254K	0.03%	212
2025 Q3	$1.53M	Buy	18,263 +467	+3%	+$37.9K	0.03%	225
2025 Q2	$1.43M	Sell	17,796 -19,268	-52%	-$1.39M	0.03%	228
2025 Q1	$2.66M	Buy	37,064 +19,333	+109%	+$1.45M	0.05%	175
2024 Q4	$1.25M	Sell	17,731 -16,733	-49%	-$1.14M	0.02%	240
2024 Q3	$1.95M	Buy	34,464 +18,138	+111%	+$1.03M	0.04%	199
2024 Q2	$970K	Sell	16,326 -1,286	-7%	-$75.9K	0.02%	252
2024 Q1	$1.02M	Buy	17,612 +2,042	+13%	+$107K	0.02%	250
2023 Q4	$766K	Buy	+15,570	New	+$672K	0.03%	252

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Mesirow Financial Investment Management's WFC Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Wells Fargo (WFC) stake by 0.34% in Q2 2026, buying an estimated $4.02K and bringing the position to 14,786 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #257.

Mesirow Financial Investment Management first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.66M in Q1 2025. 1,000 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Mesirow Financial Investment Management held 14,786 shares of Wells Fargo worth $1.22M as of Q2 2026.
Mesirow Financial Investment Management bought 50 Wells Fargo shares in Q2 2026, an estimated $4.02K.
Wells Fargo made up 0.02% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #257 holding.
Mesirow Financial Investment Management first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's Wells Fargo position peaked at $2.66M in Q1 2025.
1,000 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.