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 Q2	$1.62M	Sell	19,633 -1,271	-6%	-$102K	0.02%	320
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 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 $3.37T AUM 44.26% 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

Midwest Trust's WFC Position: Q2 2026 in Review

Midwest Trust reduced its Wells Fargo (WFC) stake by 6.1% in Q2 2026, selling an estimated $102K and leaving 19,633 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #320.

Midwest Trust first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.67M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Midwest Trust held 19,633 shares of Wells Fargo worth $1.62M as of Q2 2026.
Midwest Trust sold 1,271 Wells Fargo shares in Q2 2026, an estimated $102K.
Wells Fargo made up 0.02% of Midwest Trust's portfolio in Q2 2026, its #320 holding.
Midwest Trust first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's Wells Fargo position peaked at $1.67M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.