Mokosak Advisory Group’s Wells Fargo WFC Stock Holding History

Mokosak Advisory Group’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 Q3	$345K	Buy	4,305 +20	+0.5%	+$1.73K	0.08%	26
2026 Q2	$354K	Buy	4,285 +21	+0.5%	+$1.69K	0.08%	26
2026 Q1	$339K	Buy	4,264 +21	+0.5%	+$1.8K	0.09%	24
2025 Q4	$396K	Sell	4,243 -922	-18%	-$80K	0.1%	23
2025 Q3	$433K	Buy	5,165 +24	+0.5%	+$1.95K	0.11%	23
2025 Q2	$412K	Buy	5,141 +24	+0.5%	+$1.73K	0.12%	22
2025 Q1	$367K	Buy	5,117 +24	+0.5%	+$1.8K	0.11%	21
2024 Q4	$358K	Buy	5,093 +22	+0.4%	+$1.5K	0.11%	22
2024 Q3	$286K	Buy	5,071 +30	+0.6%	+$1.7K	0.09%	26
2024 Q2	$299K	Buy	5,041 +26	+0.5%	+$1.54K	0.1%	25
2024 Q1	$291K	Buy	5,015 +704	+16%	+$36.8K	0.1%	24
2023 Q4	$212K	Buy	+4,311	New	+$186K	0.08%	27
2022 Q2	–	Sell	-4,106	Closed	-$200K	–	24
2022 Q1	$200K	Buy	+4,106	New	+$220K	0.08%	25

Other funds holding WFC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Mokosak Advisory Group's WFC Position: Q3 2026 in Review

Mokosak Advisory Group increased its Wells Fargo (WFC) stake by 0.47% in Q3 2026, buying an estimated $1.73K and bringing the position to 4,305 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #26.

Mokosak Advisory Group first reported a position in WFC in Q1 2022 and has held it in 13 quarters since. The position peaked at $433K in Q3 2025. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Mokosak Advisory Group held 4,305 shares of Wells Fargo worth $345K as of Q3 2026.
Mokosak Advisory Group bought 20 Wells Fargo shares in Q3 2026, an estimated $1.73K.
Wells Fargo made up 0.08% of Mokosak Advisory Group's portfolio in Q3 2026, its #26 holding.
Mokosak Advisory Group first reported a position in Wells Fargo in Q1 2022 and has held it in 13 quarters since.
Mokosak Advisory Group's Wells Fargo position peaked at $433K in Q3 2025.
2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Mokosak Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.