MWM
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Mission Wealth Management’s Wells Fargo WFC Stock Holding History

Mission 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
Q1 		$6.81M Buy
85,569
+794
+0.9% +$68.2K 0.14% 87
2025
Q4 		$7.9M Buy
84,775
+463
+0.5% +$40.2K 0.16% 77
2025
Q3 		$7.07M Sell
84,312
-569
-0.7% -$46.1K 0.14% 87
2025
Q2 		$6.8M Sell
84,881
-1,500
-2% -$108K 0.15% 89
2025
Q1 		$6.2M Buy
86,381
+702
+0.8% +$52.7K 0.15% 88
2024
Q4 		$6.02M Buy
85,679
+3,813
+5% +$260K 0.14% 87
2024
Q3 		$4.62M Sell
81,866
-6,602
-7% -$373K 0.11% 101
2024
Q2 		$5.25M Sell
88,468
-28,250
-24% -$1.67M 0.14% 88
2024
Q1 		$6.76M Buy
116,718
+71,215
+157% +$3.73M 0.18% 84
2023
Q4 		$2.24M Buy
45,503
+1,963
+5% +$84.7K 0.07% 138
2023
Q3 		$1.78M Sell
43,540
-33,035
-43% -$1.43M 0.07% 147
2023
Q2 		$3.27M Sell
76,575
-860
-1% -$34.6K 0.12% 91
2023
Q1 		$2.89M Buy
77,435
+3,419
+5% +$149K 0.12% 96
2022
Q4 		$3.06M Sell
74,016
-448
-0.6% -$19.8K 0.15% 90
2022
Q3 		$3M Buy
74,464
+434
+0.6% +$18.6K 0.16% 83
2022
Q2 		$2.9M Buy
74,030
+2,569
+4% +$113K 0.15% 86
2022
Q1 		$3.46M Sell
71,461
-565
-0.8% -$30.2K 0.16% 80
2021
Q4 		$3.46M Sell
72,026
-325
-0.4% -$16K 0.16% 75
2021
Q3 		$3.36M Sell
72,351
-878
-1% -$40.6K 0.17% 70
2021
Q2 		$3.32M Buy
73,229
+19,099
+35% +$853K 0.18% 65
2021
Q1 		$2.12M Buy
54,130
+529
+1% +$18.7K 0.12% 87
2020
Q4 		$1.62M Buy
53,601
+3,172
+6% +$82.1K 0.1% 95
2020
Q3 		$1.19M Sell
50,429
-5,869
-10% -$145K 0.09% 107
2020
Q2 		$1.44M Buy
56,298
+6,137
+12% +$168K 0.12% 90
2020
Q1 		$1.44M Sell
50,161
-3,517
-7% -$150K 0.16% 77
2019
Q4 		$2.89M Buy
53,678
+82
+0.2% +$4.29K 0.28% 53
2019
Q3 		$2.7M Sell
53,596
-1,351
-2% -$63.6K 0.29% 55
2019
Q2 		$2.6M Sell
54,947
-1,645
-3% -$76.9K 0.29% 55
2019
Q1 		$2.73M Buy
56,592
+1,559
+3% +$76.7K 0.32% 46
2018
Q4 		$2.54M Sell
55,033
-267
-0.5% -$13.7K 0.33% 43
2018
Q3 		$2.91M Sell
55,300
-3,073
-5% -$175K 0.38% 40
2018
Q2 		$3.24M Sell
58,373
-318
-0.5% -$17K 0.48% 34
2018
Q1 		$3.08M Buy
58,691
+777
+1% +$46.2K 0.5% 29
2017
Q4 		$3.51M Sell
57,914
-1,096
-2% -$61.9K 0.6% 27
2017
Q3 		$3.25M Sell
59,010
-1,576
-3% -$83.8K 0.6% 28
2017
Q2 		$3.36M Buy
60,586
+1,807
+3% +$96.8K 0.64% 26
2017
Q1 		$3.27M Sell
58,779
-271
-0.5% -$15.4K 0.64% 25
2016
Q4 		$3.25M Buy
59,050
+2,710
+5% +$136K 0.65% 24
2016
Q3 		$2.5M Sell
56,340
-111
-0.2% -$5.31K 0.6% 23
2016
Q2 		$2.67M Buy
56,451
+2,110
+4% +$103K 0.71% 19
2016
Q1 		$2.63M Buy
54,341
+741
+1% +$36.3K 0.71% 20
2015
Q4 		$2.91M Sell
53,600
-107
-0.2% -$5.81K 0.82% 18
2015
Q3 		$2.76M Sell
53,707
-4,849
-8% -$267K 0.83% 18
2015
Q2 		$3.19M Buy
+58,556
New +$3.26M 1.09% 17

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mission Wealth Management's WFC Position: Q1 2026 in Review

Mission Wealth Management increased its Wells Fargo (WFC) stake by 0.94% in Q1 2026, buying an estimated $68.2K and bringing the position to 85,569 shares worth $6.81M. The position accounts for 0.14% of the portfolio, ranked #87.

Mission Wealth Management first reported a position in WFC in Q2 2015 and has held it in 44 quarters since. The position peaked at $7.9M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Mission Wealth Management held 85,569 shares of Wells Fargo worth $6.81M as of Q1 2026.
  • Mission Wealth Management bought 794 Wells Fargo shares in Q1 2026, an estimated $68.2K.
  • Wells Fargo made up 0.14% of Mission Wealth Management's portfolio in Q1 2026, its #87 holding.
  • Mission Wealth Management first reported a position in Wells Fargo in Q2 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's Wells Fargo position peaked at $7.9M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.