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Millstone Evans Group’s Wells Fargo WFC Stock Holding History

Millstone Evans Group’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 		$100K Buy
1,259
+53
+4% +$4.55K 0.06% 232
2025
Q4 		$112K Sell
1,206
-140
-10% -$12.2K 0.07% 218
2025
Q3 		$113K Hold
1,346
– – 0.07% 197
2025
Q2 		$108K Hold
1,346
– – 0.07% 186
2025
Q1 		$96.6K Hold
1,346
– – 0.07% 202
2024
Q4 		$94.5K Buy
+1,346
New +$91.9K 0.06% 202

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

Millstone Evans Group's WFC Position: Q1 2026 in Review

Millstone Evans Group increased its Wells Fargo (WFC) stake by 4.4% in Q1 2026, buying an estimated $4.55K and bringing the position to 1,259 shares worth $100K. The position accounts for 0.06% of the portfolio, ranked #232.

Millstone Evans Group first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $113K in Q3 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Millstone Evans Group held 1,259 shares of Wells Fargo worth $100K as of Q1 2026.
  • Millstone Evans Group bought 53 Wells Fargo shares in Q1 2026, an estimated $4.55K.
  • Wells Fargo made up 0.06% of Millstone Evans Group's portfolio in Q1 2026, its #232 holding.
  • Millstone Evans Group first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Millstone Evans Group's Wells Fargo position peaked at $113K in Q3 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.