Mission Financial Group’s Wells Fargo WFC Stock Holding History

Mission Financial 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	$256K	Buy	+3,096	New	+$249K	0.21%	123
2025 Q1	$215K	Buy	+2,695	New	+$202K	0.2%	135
2021 Q4	$230K	Buy	+2,472	New	+$122K	0.21%	127

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mission Financial Group's WFC Position: Q2 2026 in Review

Mission Financial Group opened a new position in Wells Fargo (WFC) in Q2 2026: 3,096 shares worth $256K. The stake represents 0.21% of the portfolio and ranks #123 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in WFC as recently as Q1 2025.

Mission Financial Group first reported a position in WFC in Q4 2021 and has held it in 3 quarters since. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Mission Financial Group held 3,096 shares of Wells Fargo worth $256K as of Q2 2026.
Wells Fargo was a new Mission Financial Group position in Q2 2026.
Wells Fargo made up 0.21% of Mission Financial Group's portfolio in Q2 2026, its #123 holding.
Mission Financial Group first reported a position in Wells Fargo in Q4 2021 and has held it in 3 quarters since.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.