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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
Q2 		$380K Buy
4,595
+796
+21% +$64K 0.04% 145
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MJP Associates's WFC Position: Q2 2026 in Review

MJP Associates increased its Wells Fargo (WFC) stake by 21% in Q2 2026, buying an estimated $64K and bringing the position to 4,595 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #145.

MJP Associates first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • MJP Associates held 4,595 shares of Wells Fargo worth $380K as of Q2 2026.
  • MJP Associates bought 796 Wells Fargo shares in Q2 2026, an estimated $64K.
  • Wells Fargo made up 0.04% of MJP Associates's portfolio in Q2 2026, its #145 holding.
  • MJP Associates first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.