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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mezzasalma Advisors's WFC Position: Q1 2026 in Review

Mezzasalma Advisors increased its Wells Fargo (WFC) stake by 8.7% in Q1 2026, buying an estimated $43.6K and bringing the position to 6,343 shares worth $505K. The position accounts for 0.13% of the portfolio, ranked #99.

Mezzasalma Advisors first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $555K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Mezzasalma Advisors held 6,343 shares of Wells Fargo worth $505K as of Q1 2026.
Mezzasalma Advisors bought 508 Wells Fargo shares in Q1 2026, an estimated $43.6K.
Wells Fargo made up 0.13% of Mezzasalma Advisors's portfolio in Q1 2026, its #99 holding.
Mezzasalma Advisors first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
Mezzasalma Advisors's Wells Fargo position peaked at $555K in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.