MGB Wealth Management’s Wells Fargo WFC Stock Holding History

MGB Wealth 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
2025 Q2	–	Sell	-2,819	Closed	-$202K	–	323
2025 Q1	$202K	Buy	+2,819	New	+$212K	0.07%	204

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MGB Wealth Management's WFC Position: Q2 2025 in Review

MGB Wealth Management sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 2,819 shares — an estimated $202K sold.

MGB Wealth Management first reported a position in WFC in Q1 2025 and held it in 1 quarter. The position peaked at $202K in Q1 2025. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

MGB Wealth Management reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
MGB Wealth Management sold 2,819 Wells Fargo shares in Q2 2025, an estimated $202K.
MGB Wealth Management first reported a position in Wells Fargo in Q1 2025 and held it in 1 quarter.
MGB Wealth Management's Wells Fargo position peaked at $202K in Q1 2025.
2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on MGB Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.