Mill Creek Capital Advisors’s Wells Fargo WFC Stock Holding History

Mill Creek Capital Advisors’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	$335K	Sell	4,209 -544	-11%	-$46.7K	0.01%	198
2025 Q4	$443K	Buy	4,753 +844	+22%	+$73.3K	0.01%	174
2025 Q3	$328K	Buy	3,909 +766	+24%	+$62.1K	0.01%	209
2025 Q2	$252K	Sell	3,143 -13	-0.4%	-$937	0.01%	235
2025 Q1	$227K	Buy	3,156 +62	+2%	+$4.66K	0.01%	241
2024 Q4	$217K	Buy	+3,094	New	+$211K	0.01%	247
2024 Q3	–	Sell	-3,816	Closed	-$227K	–	272
2024 Q2	$227K	Buy	+3,816	New	+$225K	0.01%	234
2023 Q3	–	Sell	-5,080	Closed	-$217K	–	241
2023 Q2	$217K	Buy	+5,080	New	+$204K	0.01%	222

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 Creek Capital Advisors's WFC Position: Q1 2026 in Review

Mill Creek Capital Advisors reduced its Wells Fargo (WFC) stake by 11% in Q1 2026, selling an estimated $46.7K and leaving 4,209 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #198.

Mill Creek Capital Advisors first reported a position in WFC in Q2 2023 and has held it in 8 quarters since. The position peaked at $443K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Mill Creek Capital Advisors held 4,209 shares of Wells Fargo worth $335K as of Q1 2026.
Mill Creek Capital Advisors sold 544 Wells Fargo shares in Q1 2026, an estimated $46.7K.
Wells Fargo made up 0.01% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #198 holding.
Mill Creek Capital Advisors first reported a position in Wells Fargo in Q2 2023 and has held it in 8 quarters since.
Mill Creek Capital Advisors's Wells Fargo position peaked at $443K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.