Mirabella Financial Services’s Wells Fargo WFC Stock Holding History

Mirabella Financial Services’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	–	Sell	-5,310	Closed	-$495K	–	1199
2025 Q4	$495K	Buy	+5,310	New	+$461K	0.05%	268
2024 Q3	–	Sell	-36,762	Closed	-$2.18M	–	458
2024 Q2	$2.18M	Buy	36,762 +18,992	+107%	+$1.12M	0.16%	70
2024 Q1	$1.03M	Buy	+17,770	New	+$930K	0.07%	187
2023 Q3	–	Sell	-8,000	Closed	-$341K	–	641
2023 Q2	$341K	Buy	+8,000	New	+$322K	0.04%	345
2023 Q1	–	Sell	-6,070	Closed	-$251K	–	609
2022 Q4	$251K	Sell	6,070 -17,302	-74%	-$766K	0.02%	289
2022 Q3	$947K	Sell	23,372 -46,528	-67%	-$2M	0.1%	120
2022 Q2	$2.78M	Sell	69,900 -83,999	-55%	-$3.69M	0.27%	82
2022 Q1	$7.71M	Buy	153,899 +93,899	+156%	+$5.03M	0.86%	15
2021 Q4	$2.88M	Sell	60,000 -15,128	-20%	-$745K	0.29%	86
2021 Q3	$3.49M	Buy	75,128 +10,244	+16%	+$474K	0.46%	58
2021 Q2	$2.94M	Sell	64,884 -22,466	-26%	-$1M	0.53%	66
2021 Q1	$3.41M	Buy	+87,350	New	+$3.09M	1.06%	26
2020 Q4	–	Sell	-81,321	Closed	-$4.69M	–	496
2020 Q3	$4.69M	Buy	+81,321	New	+$2M	0.64%	18

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirabella Financial Services's WFC Position: Q1 2026 in Review

Mirabella Financial Services sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 5,310 shares — an estimated $495K sold.

Mirabella Financial Services first reported a position in WFC in Q3 2020 and held it in 13 quarters. The position peaked at $7.71M in Q1 2022. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Mirabella Financial Services reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Mirabella Financial Services sold 5,310 Wells Fargo shares in Q1 2026, an estimated $495K.
Mirabella Financial Services first reported a position in Wells Fargo in Q3 2020 and held it in 13 quarters.
Mirabella Financial Services's Wells Fargo position peaked at $7.71M in Q1 2022.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.