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 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%	+$1.53K	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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mokosak Advisory Group's WFC Position: Q1 2026 in Review

Mokosak Advisory Group increased its Wells Fargo (WFC) stake by 0.49% in Q1 2026, buying an estimated $1.8K and bringing the position to 4,264 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #24.

Mokosak Advisory Group first reported a position in WFC in Q1 2022 and has held it in 11 quarters since. The position peaked at $433K in Q3 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Mokosak Advisory Group held 4,264 shares of Wells Fargo worth $339K as of Q1 2026.
Mokosak Advisory Group bought 21 Wells Fargo shares in Q1 2026, an estimated $1.8K.
Wells Fargo made up 0.09% of Mokosak Advisory Group's portfolio in Q1 2026, its #24 holding.
Mokosak Advisory Group first reported a position in Wells Fargo in Q1 2022 and has held it in 11 quarters since.
Mokosak Advisory Group's Wells Fargo position peaked at $433K in Q3 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.