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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
Q2 		$110K Buy
1,336
+77
+6% +$6.19K 0.06% 232
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millstone Evans Group's WFC Position: Q2 2026 in Review

Millstone Evans Group increased its Wells Fargo (WFC) stake by 6.1% in Q2 2026, buying an estimated $6.19K and bringing the position to 1,336 shares worth $110K. 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 7 quarters since. The position peaked at $113K in Q3 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Millstone Evans Group held 1,336 shares of Wells Fargo worth $110K as of Q2 2026.
  • Millstone Evans Group bought 77 Wells Fargo shares in Q2 2026, an estimated $6.19K.
  • Wells Fargo made up 0.06% of Millstone Evans Group's portfolio in Q2 2026, its #232 holding.
  • Millstone Evans Group first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Wells Fargo position peaked at $113K in Q3 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.