MAWCM
WFC icon

Mine & Arao Wealth Creation & Management’s Wells Fargo WFC Stock Holding History

Mine & Arao Wealth Creation & 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
Q2 		$2.73M Buy
33,013
+662
+2% +$53.2K 0.99% 15
2026
Q1 		$2.58M Sell
32,351
-59
-0.2% -$5.07K 1.08% 14
2025
Q4 		$3.02M Buy
32,410
+122
+0.4% +$10.6K 1.18% 13
2025
Q3 		$2.71M Buy
32,288
+133
+0.4% +$10.8K 1.1% 13
2025
Q2 		$2.58M Buy
32,155
+5
+0% +$361 1.15% 12
2025
Q1 		$2.31M Sell
32,150
-28
-0.1% -$2.1K 1.13% 14
2024
Q4 		$2.26M Sell
32,178
-216
-0.7% -$14.7K 1.04% 16
2024
Q3 		$1.83M Sell
32,394
-200
-0.6% -$11.3K 0.85% 18
2024
Q2 		$1.94M Buy
32,594
+526
+2% +$31.1K 0.94% 17
2024
Q1 		$1.86M Buy
32,068
+148
+0.5% +$7.74K 0.92% 17
2023
Q4 		$1.57M Sell
31,920
-621
-2% -$26.8K 0.85% 18
2023
Q3 		$1.33M Buy
32,541
+92
+0.3% +$3.97K 0.81% 20
2023
Q2 		$1.38M Sell
32,449
-1,385
-4% -$55.7K 0.81% 19
2023
Q1 		$1.26M Sell
33,834
-707
-2% -$30.8K 0.81% 18
2022
Q4 		$1.43M Sell
34,541
-499
-1% -$22.1K 1.06% 15
2022
Q3 		$1.41M Buy
35,040
+332
+1% +$14.3K 1.04% 14
2022
Q2 		$1.36M Sell
34,708
-1,852
-5% -$81.3K 0.96% 16
2022
Q1 		$1.77M Sell
36,560
-526
-1% -$28.2K 1.04% 16
2021
Q4 		$1.78M Buy
37,086
+1,019
+3% +$50.2K 0.98% 17
2021
Q3 		$1.67M Buy
36,067
+3,435
+11% +$159K 1% 18
2021
Q2 		$1.48M Sell
32,632
-70
-0.2% -$3.13K 0.89% 18
2021
Q1 		$1.28M Sell
32,702
-1,368
-4% -$48.4K 0.85% 18
2020
Q4 		$1.03M Buy
34,070
+2,398
+8% +$62.1K 0.74% 19
2020
Q3 		$745K Sell
31,672
-2,081
-6% -$51.3K 0.61% 25
2020
Q2 		$864K Buy
33,753
+6,199
+22% +$170K 0.81% 16
2020
Q1 		$791K Buy
27,554
+3,949
+17% +$168K 0.92% 16
2019
Q4 		$1.27M Buy
+23,605
New +$1.24M 1.19% 14

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 $3.37T AUM 44.26% 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

Mine & Arao Wealth Creation & Management's WFC Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management increased its Wells Fargo (WFC) stake by 2% in Q2 2026, buying an estimated $53.2K and bringing the position to 33,013 shares worth $2.73M. The position accounts for 0.99% of the portfolio, ranked #15.

Mine & Arao Wealth Creation & Management first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.02M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Mine & Arao Wealth Creation & Management held 33,013 shares of Wells Fargo worth $2.73M as of Q2 2026.
  • Mine & Arao Wealth Creation & Management bought 662 Wells Fargo shares in Q2 2026, an estimated $53.2K.
  • Wells Fargo made up 0.99% of Mine & Arao Wealth Creation & Management's portfolio in Q2 2026, its #15 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • Mine & Arao Wealth Creation & Management's Wells Fargo position peaked at $3.02M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.