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MONECO Advisors’s Wells Fargo WFC Stock Holding History

MONECO Advisors’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 		$2.53M Buy
30,651
+22,942
+298% +$1.84M 0.15% 138
2026
Q1 		$614K Sell
7,709
-148
-2% -$12.7K 0.05% 271
2025
Q4 		$732K Buy
7,857
+673
+9% +$58.4K 0.06% 242
2025
Q3 		$602K Buy
7,184
+84
+1% +$6.81K 0.05% 271
2025
Q2 		$569K Buy
7,100
+15
+0.2% +$1.08K 0.05% 271
2025
Q1 		$509K Buy
7,085
+67
+1% +$5.03K 0.05% 276
2024
Q4 		$493K Buy
7,018
+134
+2% +$9.15K 0.05% 278
2024
Q3 		$389K Sell
6,884
-52
-0.7% -$2.94K 0.05% 298
2024
Q2 		$412K Sell
6,936
-37,632
-84% -$2.22M 0.06% 264
2024
Q1 		$2.58M Buy
44,568
+37,727
+551% +$1.97M 0.41% 62
2023
Q4 		$337K Sell
6,841
-583
-8% -$25.2K 0.06% 268
2023
Q3 		$303K Buy
7,424
+453
+6% +$19.6K 0.08% 250
2023
Q2 		$298K Sell
6,971
-2,046
-23% -$82.4K 0.08% 254
2023
Q1 		$337K Buy
9,017
+1,841
+26% +$80.2K 0.1% 224
2022
Q4 		$296K Buy
7,176
+3
+0% +$133 0.11% 195
2022
Q3 		$288K Buy
7,173
+904
+14% +$38.8K 0.12% 186
2022
Q2 		$246K Buy
+6,269
New +$275K 0.1% 210
2022
Q1 		– Sell
-3,910
Closed -$216K – 260
2021
Q4 		$216K Buy
+3,910
New +$192K 0.08% 224

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 $3.37T AUM 44.26% 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

MONECO Advisors's WFC Position: Q2 2026 in Review

MONECO Advisors increased its Wells Fargo (WFC) stake by 298% in Q2 2026, buying an estimated $1.84M and bringing the position to 30,651 shares worth $2.53M. The position accounts for 0.15% of the portfolio, ranked #138.

MONECO Advisors first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.58M in Q1 2024. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • MONECO Advisors held 30,651 shares of Wells Fargo worth $2.53M as of Q2 2026.
  • MONECO Advisors bought 22,942 Wells Fargo shares in Q2 2026, an estimated $1.84M.
  • Wells Fargo made up 0.15% of MONECO Advisors's portfolio in Q2 2026, its #138 holding.
  • MONECO Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • MONECO Advisors's Wells Fargo position peaked at $2.58M in Q1 2024.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.