Mill Capital Management’s Wells Fargo WFC Stock Holding History

Mill Capital 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
2026 Q1	$6.33M	Sell	79,494 -2,000	-2%	-$172K	0.48%	37
2025 Q4	$7.6M	Sell	81,494 -661	-0.8%	-$57.4K	0.55%	34
2025 Q3	$6.89M	Sell	82,155 -3,000	-4%	-$243K	0.51%	36
2025 Q2	$6.82M	Hold	85,155	–	–	0.53%	35
2025 Q1	$6.11M	Sell	85,155 -300	-0.4%	-$22.5K	0.49%	36
2024 Q4	$6M	Hold	85,455	–	–	0.47%	37
2024 Q3	$4.83M	Sell	85,455 -1,500	-2%	-$84.8K	0.38%	39
2024 Q2	$5.16M	Sell	86,955 -1,213	-1%	-$71.6K	0.43%	39
2024 Q1	$5.11M	Sell	88,168 -620	-0.7%	-$32.4K	0.43%	41
2023 Q4	$4.37M	Sell	88,788 -372	-0.4%	-$16.1K	0.39%	42
2023 Q3	$3.64M	Sell	89,160 -425	-0.5%	-$18.3K	0.36%	43
2023 Q2	$3.82M	Hold	89,585	–	–	0.36%	42
2023 Q1	$3.35M	Hold	89,585	–	–	0.34%	44
2022 Q4	$3.7M	Sell	89,585 -560	-0.6%	-$24.8K	0.41%	43
2022 Q3	$3.63M	Sell	90,145 -128,923	-59%	-$5.54M	0.42%	43
2022 Q2	$8.58M	Sell	219,068 -9,109	-4%	-$400K	0.95%	32
2022 Q1	$11.1M	Sell	228,177 -996	-0.4%	-$53.3K	1.06%	31
2021 Q4	$11M	Buy	+229,173	New	+$11.3M	1.13%	28

Other funds holding WFC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mill Capital Management's WFC Position: Q1 2026 in Review

Mill Capital Management reduced its Wells Fargo (WFC) stake by 2.5% in Q1 2026, selling an estimated $172K and leaving 79,494 shares worth $6.33M. The position accounts for 0.48% of the portfolio, ranked #37.

Mill Capital Management first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.1M in Q1 2022. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Mill Capital Management held 79,494 shares of Wells Fargo worth $6.33M as of Q1 2026.
Mill Capital Management sold 2,000 Wells Fargo shares in Q1 2026, an estimated $172K.
Wells Fargo made up 0.48% of Mill Capital Management's portfolio in Q1 2026, its #37 holding.
Mill Capital Management first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
Mill Capital Management's Wells Fargo position peaked at $11.1M in Q1 2022.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.