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MFA Wealth Services’s Wells Fargo WFC Stock Holding History

MFA Wealth Services’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 		$1.38M Buy
16,712
+115
+0.7% +$9.24K 0.82% 32
2026
Q1 		$1.32M Buy
+16,597
New +$1.43M 0.87% 29

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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

MFA Wealth Services's WFC Position: Q2 2026 in Review

MFA Wealth Services increased its Wells Fargo (WFC) stake by 0.69% in Q2 2026, buying an estimated $9.24K and bringing the position to 16,712 shares worth $1.38M. The position accounts for 0.82% of the portfolio, ranked #32.

MFA Wealth Services first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • MFA Wealth Services held 16,712 shares of Wells Fargo worth $1.38M as of Q2 2026.
  • MFA Wealth Services bought 115 Wells Fargo shares in Q2 2026, an estimated $9.24K.
  • Wells Fargo made up 0.82% of MFA Wealth Services's portfolio in Q2 2026, its #32 holding.
  • MFA Wealth Services first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.