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MJP Associates’s Wells Fargo WFC Stock Holding History

MJP Associates’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 		$302K Sell
3,799
-183
-5% -$15.7K 0.04% 157
2025
Q4 		$371K Buy
3,982
+327
+9% +$28.4K 0.05% 166
2025
Q3 		$306K Buy
3,655
+240
+7% +$19.5K 0.04% 188
2025
Q2 		$274K Buy
3,415
+351
+11% +$25.3K 0.04% 192
2025
Q1 		$220K Sell
3,064
-1,217
-28% -$91.4K 0.04% 204
2024
Q4 		$301K Buy
+4,281
New +$292K 0.05% 169

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

MJP Associates's WFC Position: Q1 2026 in Review

MJP Associates reduced its Wells Fargo (WFC) stake by 4.6% in Q1 2026, selling an estimated $15.7K and leaving 3,799 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #157.

MJP Associates first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $371K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • MJP Associates held 3,799 shares of Wells Fargo worth $302K as of Q1 2026.
  • MJP Associates sold 183 Wells Fargo shares in Q1 2026, an estimated $15.7K.
  • Wells Fargo made up 0.04% of MJP Associates's portfolio in Q1 2026, its #157 holding.
  • MJP Associates first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • MJP Associates's Wells Fargo position peaked at $371K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.