MML Investors Services
WFC icon

MML Investors Services’s Wells Fargo WFC Stock Holding History

MML Investors Services’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 		$39.2M Sell
492,844
-97,994
-17% -$8.42M 0.11% 187
2025
Q4 		$55.1M Buy
590,838
+37,409
+7% +$3.25M 0.13% 154
2025
Q3 		$46.4M Buy
553,429
+6,217
+1% +$504K 0.12% 166
2025
Q2 		$43.8M Buy
547,212
+29,435
+6% +$2.12M 0.13% 167
2025
Q1 		$37.2M Buy
517,777
+69,553
+16% +$5.22M 0.12% 176
2024
Q4 		$31.5M Buy
448,224
+44,909
+11% +$3.07M 0.11% 194
2024
Q3 		$22.8M Sell
403,315
-14,946
-4% -$845K 0.08% 241
2024
Q2 		$24.8M Sell
418,261
-25,657
-6% -$1.51M 0.1% 209
2024
Q1 		$25.7M Buy
443,918
+37,302
+9% +$1.95M 0.11% 207
2023
Q4 		$20M Buy
406,616
+72,651
+22% +$3.14M 0.09% 230
2023
Q3 		$13.6M Buy
333,965
+4,921
+1% +$212K 0.08% 259
2023
Q2 		$14M Buy
329,044
+72,829
+28% +$2.93M 0.08% 258
2023
Q1 		$9.58M Sell
256,215
-8,116
-3% -$354K 0.07% 294
2022
Q4 		$10.9M Buy
264,331
+21,207
+9% +$939K 0.07% 283
2022
Q3 		$9.78M Buy
243,124
+20,529
+9% +$882K 0.07% 261
2022
Q2 		$8.72M Buy
222,595
+31,371
+16% +$1.38M 0.07% 285
2022
Q1 		$9.27M Buy
191,224
+5,750
+3% +$308K 0.07% 293
2021
Q4 		$8.9M Buy
185,474
+27,862
+18% +$1.37M 0.06% 297
2021
Q3 		$7.32M Buy
157,612
+14,904
+10% +$690K 0.06% 320
2021
Q2 		$6.46M Sell
142,708
-51,607
-27% -$2.3M 0.05% 338
2021
Q1 		$7.59M Buy
194,315
+13,073
+7% +$463K 0.07% 273
2020
Q4 		$5.47M Buy
181,242
+2,241
+1% +$58K 0.06% 300
2020
Q3 		$4.21M Sell
179,001
-6,345
-3% -$156K 0.05% 305
2020
Q2 		$4.75M Sell
185,346
-74,104
-29% -$2.03M 0.06% 277
2020
Q1 		$7.45M Buy
259,450
+26,557
+11% +$1.13M 0.13% 183
2019
Q4 		$12.5M Buy
232,893
+37,968
+19% +$1.99M 0.18% 146
2019
Q3 		$9.83M Sell
194,925
-16,730
-8% -$788K 0.16% 151
2019
Q2 		$10M Buy
211,655
+29,154
+16% +$1.36M 0.14% 171
2019
Q1 		$8.82M Buy
182,501
+15,654
+9% +$770K 0.14% 174
2018
Q4 		$7.69M Buy
166,847
+9,317
+6% +$477K 0.14% 179
2018
Q3 		$8.28M Buy
157,530
+51,303
+48% +$2.93M 0.14% 171
2018
Q2 		$5.89M Buy
106,227
+5,474
+5% +$293K 0.13% 174
2018
Q1 		$5.28M Sell
100,753
-8,738
-8% -$519K 0.11% 185
2017
Q4 		$6.64M Buy
109,491
+9,996
+10% +$565K 0.13% 160
2017
Q3 		$5.49M Buy
99,495
+2,412
+2% +$128K 0.11% 165
2017
Q2 		$5.38M Buy
97,083
+7,049
+8% +$378K 0.1% 170
2017
Q1 		$5.01M Buy
+90,034
New +$5.11M 0.1% 82

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

MML Investors Services's WFC Position: Q1 2026 in Review

MML Investors Services reduced its Wells Fargo (WFC) stake by 17% in Q1 2026, selling an estimated $8.42M and leaving 492,844 shares worth $39.2M. The position accounts for 0.11% of the portfolio, ranked #187.

MML Investors Services first reported a position in WFC in Q1 2017 and has held it in 37 quarters since. The position peaked at $55.1M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • MML Investors Services held 492,844 shares of Wells Fargo worth $39.2M as of Q1 2026.
  • MML Investors Services sold 97,994 Wells Fargo shares in Q1 2026, an estimated $8.42M.
  • Wells Fargo made up 0.11% of MML Investors Services's portfolio in Q1 2026, its #187 holding.
  • MML Investors Services first reported a position in Wells Fargo in Q1 2017 and has held it in 37 quarters since.
  • MML Investors Services's Wells Fargo position peaked at $55.1M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.