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Midwest Trust’s Wells Fargo WFC Stock Holding History

Midwest Trust’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 		$1.66M Buy
20,904
+3,015
+17% +$259K 0.02% 306
2025
Q4 		$1.67M Buy
17,889
+524
+3% +$45.5K 0.02% 300
2025
Q3 		$1.46M Buy
17,365
+805
+5% +$65.3K 0.02% 307
2025
Q2 		$1.33M Buy
+16,560
New +$1.19M 0.02% 313

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

Midwest Trust's WFC Position: Q1 2026 in Review

Midwest Trust increased its Wells Fargo (WFC) stake by 17% in Q1 2026, buying an estimated $259K and bringing the position to 20,904 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #306.

Midwest Trust first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.67M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Midwest Trust held 20,904 shares of Wells Fargo worth $1.66M as of Q1 2026.
  • Midwest Trust bought 3,015 Wells Fargo shares in Q1 2026, an estimated $259K.
  • Wells Fargo made up 0.02% of Midwest Trust's portfolio in Q1 2026, its #306 holding.
  • Midwest Trust first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Wells Fargo position peaked at $1.67M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.