Michels Family Financial’s Wells Fargo WFC Stock Holding History

Michels Family Financial’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	$346K	Buy	4,187 +64	+2%	+$5.14K	0.22%	111
2026 Q1	$328K	Buy	4,123 +111	+3%	+$9.53K	0.24%	106
2025 Q4	$374K	Buy	4,012 +1,158	+41%	+$101K	0.27%	100
2025 Q3	$239K	Buy	2,854 +9	+0.3%	+$730	0.19%	126
2025 Q2	$228K	Buy	2,845 +8	+0.3%	+$577	0.19%	119
2025 Q1	$204K	Buy	+2,837	New	+$213K	0.18%	121

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Michels Family Financial's WFC Position: Q2 2026 in Review

Michels Family Financial increased its Wells Fargo (WFC) stake by 1.6% in Q2 2026, buying an estimated $5.14K and bringing the position to 4,187 shares worth $346K. The position accounts for 0.22% of the portfolio, ranked #111.

Michels Family Financial first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $374K in Q4 2025. 2,882 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Michels Family Financial held 4,187 shares of Wells Fargo worth $346K as of Q2 2026.
Michels Family Financial bought 64 Wells Fargo shares in Q2 2026, an estimated $5.14K.
Wells Fargo made up 0.22% of Michels Family Financial's portfolio in Q2 2026, its #111 holding.
Michels Family Financial first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
Michels Family Financial's Wells Fargo position peaked at $374K in Q4 2025.
2,882 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.