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MKT Advisors’s Wells Fargo WFC Stock Holding History

MKT Advisors’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 		$260K Sell
2,979
-226
-7% -$18.2K 0.08% 134
2026
Q1 		$262K Sell
3,205
-1,035
-24% -$88.9K 0.09% 133
2025
Q4 		$409K Buy
4,240
+1
+0% +$87 0.14% 101
2025
Q3 		$343K Sell
4,239
-181
-4% -$14.7K 0.13% 115
2025
Q2 		$360K Sell
4,420
-304
-6% -$21.9K 0.14% 99
2025
Q1 		$294K Sell
4,724
-25
-0.5% -$1.88K 0.14% 104
2024
Q4 		$366K Sell
4,749
-192
-4% -$13.1K 0.16% 94
2024
Q3 		$273K Sell
4,941
-208
-4% -$11.8K 0.13% 122
2024
Q2 		$308K Buy
5,149
+8
+0.2% +$472 0.15% 102
2024
Q1 		$293K Sell
5,141
-2,769
-35% -$145K 0.16% 106
2023
Q4 		$395K Sell
7,910
-31
-0.4% -$1.34K 0.26% 80
2023
Q3 		$315K Buy
7,941
+59
+0.7% +$2.55K 0.24% 85
2023
Q2 		$364K Buy
7,882
+96
+1% +$3.86K 0.26% 74
2023
Q1 		$287K Sell
7,786
-857
-10% -$37.4K 0.21% 94
2022
Q4 		$369K Buy
8,643
+188
+2% +$8.32K 0.28% 71
2022
Q3 		$340K Sell
8,455
-548
-6% -$23.5K 0.3% 71
2022
Q2 		$358K Buy
9,003
+84
+0.9% +$3.69K 0.28% 77
2022
Q1 		$392K Sell
8,919
-210
-2% -$11.2K 0.3% 72
2021
Q4 		$494K Buy
+9,129
New +$449K 0.39% 55

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MKT Advisors's WFC Position: Q2 2026 in Review

MKT Advisors reduced its Wells Fargo (WFC) stake by 7.1% in Q2 2026, selling an estimated $18.2K and leaving 2,979 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #134.

MKT Advisors first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $494K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • MKT Advisors held 2,979 shares of Wells Fargo worth $260K as of Q2 2026.
  • MKT Advisors sold 226 Wells Fargo shares in Q2 2026, an estimated $18.2K.
  • Wells Fargo made up 0.08% of MKT Advisors's portfolio in Q2 2026, its #134 holding.
  • MKT Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • MKT Advisors's Wells Fargo position peaked at $494K in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.