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 Q2	$405K	Sell	4,902 -23	-0.5%	-$1.85K	0.13%	137
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMA Asset Management's WFC Position: Q2 2026 in Review

MMA Asset Management reduced its Wells Fargo (WFC) stake by 0.47% in Q2 2026, selling an estimated $1.85K and leaving 4,902 shares worth $405K. The position accounts for 0.13% of the portfolio, ranked #137.

MMA Asset Management first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $459K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

MMA Asset Management held 4,902 shares of Wells Fargo worth $405K as of Q2 2026.
MMA Asset Management sold 23 Wells Fargo shares in Q2 2026, an estimated $1.85K.
Wells Fargo made up 0.13% of MMA Asset Management's portfolio in Q2 2026, its #137 holding.
MMA Asset Management first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
MMA Asset Management's Wells Fargo position peaked at $459K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.