MFT
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Moisand Fitzgerald Tamayo’s Wells Fargo WFC Stock Holding History

Moisand Fitzgerald Tamayo’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 		$66.4K Hold
804
– – 0.01% 185
2026
Q1 		$64K Hold
804
– – 0.01% 179
2025
Q4 		$74.9K Hold
804
– – 0.01% 168
2025
Q3 		$67.4K Hold
804
– – 0.01% 170
2025
Q2 		$64.4K Hold
804
– – 0.01% 175
2025
Q1 		$57.7K Sell
804
-161
-17% -$12.1K 0.01% 177
2024
Q4 		$67.8K Hold
965
– – 0.01% 166
2024
Q3 		$54.5K Buy
965
+161
+20% +$9.11K 0.01% 187
2024
Q2 		$47.8K Hold
804
– – 0.01% 180
2024
Q1 		$46.6K Sell
804
-75
-9% -$3.92K 0.01% 186
2023
Q4 		$43.3K Sell
879
-28
-3% -$1.21K 0.01% 189
2023
Q3 		$37.1K Sell
907
-75
-8% -$3.24K 0.01% 206
2023
Q2 		$41.9K Hold
982
– – 0.01% 190
2023
Q1 		$36.7K Hold
982
– – 0.01% 205
2022
Q4 		$40.5K Buy
982
+28
+3% +$1.24K 0.01% 189
2022
Q3 		$38K Buy
954
+35
+4% +$1.5K 0.01% 179
2022
Q2 		$36K Buy
919
+724
+371% +$31.8K 0.01% 179
2022
Q1 		$9K Buy
195
+45
+30% +$2.41K ﹤0.01% 201
2021
Q4 		$7K Hold
150
– – ﹤0.01% 284
2021
Q3 		$7K Sell
150
-945
-86% -$43.7K ﹤0.01% 276
2021
Q2 		$50K Buy
1,095
+795
+265% +$35.5K 0.02% 156
2021
Q1 		$12K Buy
300
+150
+100% +$5.31K 0.01% 204
2020
Q4 		$5K Sell
150
-106
-41% -$2.74K ﹤0.01% 266
2020
Q3 		$6K Sell
256
-44
-15% -$1.08K ﹤0.01% 238
2020
Q2 		$8K Buy
300
+44
+17% +$1.2K ﹤0.01% 202
2020
Q1 		$7K Buy
256
+150
+142% +$6.38K ﹤0.01% 192
2019
Q4 		$6K Hold
106
– – ﹤0.01% 222
2019
Q3 		$5K Hold
106
– – ﹤0.01% 226
2019
Q2 		$5K Hold
106
– – ﹤0.01% 224
2019
Q1 		$5K Hold
106
– – ﹤0.01% 230
2018
Q4 		$5K Sell
106
-157
-60% -$8.04K ﹤0.01% 224
2018
Q3 		$14K Hold
263
– – 0.01% 196
2018
Q2 		$15K Hold
263
– – 0.01% 175
2018
Q1 		$14K Hold
263
– – 0.01% 194
2017
Q4 		$16K Hold
263
– – 0.01% 167
2017
Q3 		$15K Buy
+263
New +$14K 0.01% 187
2016
Q2 		– Sell
-91
Closed -$4K – 198
2016
Q1 		$4K Hold
91
– – ﹤0.01% 186
2015
Q4 		$5K Buy
+91
New +$4.94K ﹤0.01% 176

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Moisand Fitzgerald Tamayo's WFC Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Wells Fargo (WFC) position steady in Q2 2026 at 804 shares worth $66.4K. The position accounts for 0.01% of the portfolio, ranked #185.

Moisand Fitzgerald Tamayo first reported a position in WFC in Q4 2015 and has held it in 38 quarters since. The position peaked at $74.9K in Q4 2025. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 804 shares of Wells Fargo worth $66.4K as of Q2 2026.
  • Moisand Fitzgerald Tamayo left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #185 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Wells Fargo in Q4 2015 and has held it in 38 quarters since.
  • Moisand Fitzgerald Tamayo's Wells Fargo position peaked at $74.9K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.