MinichMacGregor Wealth Management
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MinichMacGregor Wealth Management’s Wells Fargo WFC Stock Holding History

MinichMacGregor Wealth 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
Q3 		$248K Sell
3,095
-117
-4% -$10.1K 0.04% 130
2026
Q2 		$265K Sell
3,212
-200
-6% -$16.1K 0.04% 125
2026
Q1 		$272K Sell
3,412
-2,946
-46% -$253K 0.05% 105
2025
Q4 		$593K Buy
6,358
+1,502
+31% +$130K 0.11% 67
2025
Q3 		$407K Buy
4,856
+11
+0.2% +$892 0.08% 88
2025
Q2 		$388K Hold
4,845
– – 0.08% 85
2025
Q1 		$348K Hold
4,845
– – 0.08% 84
2024
Q4 		$340K Buy
4,845
+677
+16% +$46.2K 0.07% 89
2024
Q3 		$235K Hold
4,168
– – 0.05% 104
2024
Q2 		$248K Hold
4,168
– – 0.06% 91
2024
Q1 		$240K Hold
4,168
– – 0.06% 95
2023
Q4 		$205K Buy
+4,168
New +$180K 0.06% 100
2023
Q1 		– Sell
-4,214
Closed -$174K – 655
2022
Q4 		$174K Buy
+4,214
New +$187K 0.06% 87
2022
Q2 		– Sell
-4,227
Closed -$204K – 102
2022
Q1 		$204K Buy
+4,227
New +$226K 0.07% 85
2019
Q2 		– Sell
-4,744
Closed -$231K – 50
2019
Q1 		$231K Buy
+4,744
New +$233K 0.17% 42
2018
Q4 		– Sell
-4,656
Closed -$243K – 527
2018
Q3 		$243K Buy
4,656
+4,257
+1,067% +$243K 0.16% 36
2018
Q2 		$22K Hold
399
– – 0.02% 208
2018
Q1 		$20K Sell
399
-6
-1% -$356 0.02% 213
2017
Q4 		$24K Hold
405
– – 0.02% 184
2017
Q3 		$22K Sell
405
-29
-7% -$1.54K 0.02% 191
2017
Q2 		$24K Sell
434
-24
-5% -$1.29K 0.02% 169
2017
Q1 		$25K Buy
458
+12
+3% +$681 0.02% 156
2016
Q4 		$24K Sell
446
-221
-33% -$11.1K 0.02% 154
2016
Q3 		$29K Buy
667
+13
+2% +$622 0.03% 154
2016
Q2 		$30K Hold
654
– – 0.03% 145
2016
Q1 		$31K Buy
654
+6
+0.9% +$294 0.03% 139
2015
Q4 		$36K Buy
+648
New +$35.2K 0.03% 126

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

MinichMacGregor Wealth Management's WFC Position: Q3 2026 in Review

MinichMacGregor Wealth Management reduced its Wells Fargo (WFC) stake by 3.6% in Q3 2026, selling an estimated $10.1K and leaving 3,095 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #130.

MinichMacGregor Wealth Management first reported a position in WFC in Q4 2015 and has held it in 27 quarters since. The position peaked at $593K in Q4 2025. 1,723 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • MinichMacGregor Wealth Management held 3,095 shares of Wells Fargo worth $248K as of Q3 2026.
  • MinichMacGregor Wealth Management sold 117 Wells Fargo shares in Q3 2026, an estimated $10.1K.
  • Wells Fargo made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #130 holding.
  • MinichMacGregor Wealth Management first reported a position in Wells Fargo in Q4 2015 and has held it in 27 quarters since.
  • MinichMacGregor Wealth Management's Wells Fargo position peaked at $593K in Q4 2025.
  • 1,723 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.