MWM
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Modern Wealth Management’s Wells Fargo WFC Stock Holding History

Modern Wealth 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 		$2.88M Buy
34,836
+15,374
+79% +$1.24M 0.03% 335
2026
Q1 		$1.57M Buy
19,462
+2,468
+15% +$212K 0.03% 337
2025
Q4 		$1.58M Buy
16,994
+3,330
+24% +$289K 0.03% 335
2025
Q3 		$1.15M Buy
13,664
+670
+5% +$54.3K 0.02% 367
2025
Q2 		$1.04M Buy
12,994
+91
+0.7% +$6.56K 0.03% 362
2025
Q1 		$926K Buy
12,903
+1,773
+16% +$133K 0.03% 313
2024
Q4 		$782K Buy
11,130
+4,210
+61% +$287K 0.03% 293
2024
Q3 		$391K Buy
6,920
+141
+2% +$7.97K 0.02% 293
2024
Q2 		$403K Buy
6,779
+2,154
+47% +$127K 0.03% 259
2024
Q1 		$268K Buy
+4,625
New +$242K 0.02% 254

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 $3.38T AUM 44.17% 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

Modern Wealth Management's WFC Position: Q2 2026 in Review

Modern Wealth Management increased its Wells Fargo (WFC) stake by 79% in Q2 2026, buying an estimated $1.24M and bringing the position to 34,836 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #335.

Modern Wealth Management first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Modern Wealth Management held 34,836 shares of Wells Fargo worth $2.88M as of Q2 2026.
  • Modern Wealth Management bought 15,374 Wells Fargo shares in Q2 2026, an estimated $1.24M.
  • Wells Fargo made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Modern Wealth Management first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.