MFF
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Michels Family Financial's WFC Position: Q1 2026 in Review

Michels Family Financial increased its Wells Fargo (WFC) stake by 2.8% in Q1 2026, buying an estimated $9.53K and bringing the position to 4,123 shares worth $328K. The position accounts for 0.24% of the portfolio, ranked #106.

Michels Family Financial first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $374K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Michels Family Financial held 4,123 shares of Wells Fargo worth $328K as of Q1 2026.
  • Michels Family Financial bought 111 Wells Fargo shares in Q1 2026, an estimated $9.53K.
  • Wells Fargo made up 0.24% of Michels Family Financial's portfolio in Q1 2026, its #106 holding.
  • Michels Family Financial first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • Michels Family Financial's Wells Fargo position peaked at $374K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.