MAM
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MMA Asset Management’s Wells Fargo WFC Stock Holding History

MMA Asset 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 		$392K Sell
4,925
-1
-0% -$86 0.14% 133
2025
Q4 		$459K Sell
4,926
-22
-0.4% -$1.91K 0.16% 108
2025
Q3 		$415K Sell
4,948
-262
-5% -$21.2K 0.14% 122
2025
Q2 		$417K Sell
5,210
-100
-2% -$7.21K 0.16% 105
2025
Q1 		$381K Buy
5,310
+45
+0.9% +$3.38K 0.16% 88
2024
Q4 		$370K Buy
5,265
+85
+2% +$5.8K 0.16% 90
2024
Q3 		$293K Buy
+5,180
New +$293K 0.08% 111

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

MMA Asset Management's WFC Position: Q1 2026 in Review

MMA Asset Management reduced its Wells Fargo (WFC) stake by 0.02% in Q1 2026, selling an estimated $86 and leaving 4,925 shares worth $392K. The position accounts for 0.14% of the portfolio, ranked #133.

MMA Asset Management first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $459K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • MMA Asset Management held 4,925 shares of Wells Fargo worth $392K as of Q1 2026.
  • MMA Asset Management sold 1 Wells Fargo share in Q1 2026, an estimated $86.
  • Wells Fargo made up 0.14% of MMA Asset Management's portfolio in Q1 2026, its #133 holding.
  • MMA Asset Management first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
  • MMA Asset Management's Wells Fargo position peaked at $459K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.