Millennium Capital Advisors’s Wells Fargo WFC Stock Holding History

Millennium 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 Q2	$364K	Sell	4,410 -500	-10%	-$40.2K	0.2%	96
2026 Q1	$391K	Hold	4,910	–	–	0.24%	83
2025 Q4	$458K	Hold	4,910	–	–	0.27%	75
2025 Q3	$412K	Sell	4,910 -400	-8%	-$32.4K	0.25%	80
2025 Q2	$425K	Buy	5,310 +10	+0.2%	+$721	0.28%	66
2025 Q1	$380K	Buy	5,300 +50	+1%	+$3.75K	0.28%	67
2024 Q4	$369K	Buy	5,250 +500	+11%	+$34.1K	0.25%	69
2024 Q3	$268K	Hold	4,750	–	–	0.18%	99
2024 Q2	$282K	Hold	4,750	–	–	0.19%	93
2024 Q1	$275K	Sell	4,750 -1,400	-23%	-$73.2K	0.19%	95
2023 Q4	$303K	Hold	6,150	–	–	0.23%	85
2023 Q3	$251K	Buy	6,150 +200	+3%	+$8.63K	0.21%	89
2023 Q2	$254K	Buy	5,950 +50	+0.8%	+$2.01K	0.21%	89
2023 Q1	$221K	Buy	5,900 +600	+11%	+$26.2K	0.2%	94
2022 Q4	$219K	Buy	5,300 +50	+1%	+$2.21K	0.22%	84
2022 Q3	$211K	Sell	5,250 -335	-6%	-$14.4K	0.22%	86
2022 Q2	$219K	Buy	5,585 +1,035	+23%	+$45.4K	0.21%	87
2022 Q1	$220K	Buy	+4,550	New	+$244K	0.18%	97

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

Millennium Capital Advisors's WFC Position: Q2 2026 in Review

Millennium Capital Advisors reduced its Wells Fargo (WFC) stake by 10% in Q2 2026, selling an estimated $40.2K and leaving 4,410 shares worth $364K. The position accounts for 0.2% of the portfolio, ranked #96.

Millennium Capital Advisors first reported a position in WFC in Q1 2022 and has held it in 18 quarters since. The position peaked at $458K in Q4 2025. 2,859 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Millennium Capital Advisors held 4,410 shares of Wells Fargo worth $364K as of Q2 2026.
Millennium Capital Advisors sold 500 Wells Fargo shares in Q2 2026, an estimated $40.2K.
Wells Fargo made up 0.2% of Millennium Capital Advisors's portfolio in Q2 2026, its #96 holding.
Millennium Capital Advisors first reported a position in Wells Fargo in Q1 2022 and has held it in 18 quarters since.
Millennium Capital Advisors's Wells Fargo position peaked at $458K in Q4 2025.
2,859 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.