MA
WFC icon

Mezzasalma Advisors’s Wells Fargo WFC Stock Holding History

Mezzasalma 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
Q2 		$551K Buy
6,664
+321
+5% +$25.8K 0.11% 107
2026
Q1 		$505K Buy
6,343
+508
+9% +$43.6K 0.13% 99
2025
Q4 		$555K Buy
5,835
+107
+2% +$9.29K 0.13% 93
2025
Q3 		$480K Sell
5,728
-2
-0% -$162 0.12% 100
2025
Q2 		$459K Sell
5,730
-13
-0.2% -$937 0.14% 89
2025
Q1 		$412K Sell
5,743
-64
-1% -$4.8K 0.14% 91
2024
Q4 		$408K Buy
5,807
+1,245
+27% +$85K 0.13% 90
2024
Q3 		$258K Buy
4,562
+295
+7% +$16.7K 0.1% 75
2024
Q2 		$253K Buy
+4,267
New +$252K 0.11% 68

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 $3.38T AUM 44.17% 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

Mezzasalma Advisors's WFC Position: Q2 2026 in Review

Mezzasalma Advisors increased its Wells Fargo (WFC) stake by 5.1% in Q2 2026, buying an estimated $25.8K and bringing the position to 6,664 shares worth $551K. The position accounts for 0.11% of the portfolio, ranked #107.

Mezzasalma Advisors first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $555K in Q4 2025. 2,880 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Mezzasalma Advisors held 6,664 shares of Wells Fargo worth $551K as of Q2 2026.
  • Mezzasalma Advisors bought 321 Wells Fargo shares in Q2 2026, an estimated $25.8K.
  • Wells Fargo made up 0.11% of Mezzasalma Advisors's portfolio in Q2 2026, its #107 holding.
  • Mezzasalma Advisors first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
  • Mezzasalma Advisors's Wells Fargo position peaked at $555K in Q4 2025.
  • 2,880 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.