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Moneta Group Investment Advisors’s Wells Fargo WFC Stock Holding History

Moneta Group Investment 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
Q1 		$3.34M Sell
41,989
-4,636
-10% -$398K 0.03% 207
2025
Q4 		$4.35M Buy
46,625
+189
+0.4% +$16.4K 0.03% 178
2025
Q3 		$3.89M Buy
46,436
+938
+2% +$76.1K 0.03% 183
2025
Q2 		$3.65M Buy
45,498
+15,624
+52% +$1.13M 0.04% 158
2025
Q1 		$2.14M Buy
29,874
+450
+2% +$33.8K 0.03% 203
2024
Q4 		$2.07M Sell
29,424
-2,289
-7% -$156K 0.03% 205
2024
Q3 		$1.79M Buy
31,713
+2,391
+8% +$135K 0.03% 208
2024
Q2 		$1.74M Buy
29,322
+2,843
+11% +$168K 0.03% 201
2024
Q1 		$1.53M Buy
26,479
+3,904
+17% +$204K 0.03% 217
2023
Q4 		$1.11M Sell
22,575
-720
-3% -$31.1K 0.02% 227
2023
Q3 		$952K Sell
23,295
-676
-3% -$29.2K 0.02% 227
2023
Q2 		$1.02M Sell
23,971
-2,415
-9% -$97.2K 0.02% 224
2023
Q1 		$986K Buy
26,386
+6,364
+32% +$277K 0.02% 212
2022
Q4 		$938K Sell
20,022
-291
-1% -$12.9K 0.03% 211
2022
Q3 		$817K Sell
20,313
-1,592
-7% -$68.4K 0.03% 206
2022
Q2 		$858K Buy
21,905
+1,620
+8% +$71.1K 0.03% 225
2022
Q1 		$983K Sell
20,285
-244
-1% -$13.1K 0.04% 209
2021
Q4 		$985K Buy
20,529
+2,106
+11% +$104K 0.04% 205
2021
Q3 		$855K Sell
18,423
-941
-5% -$43.6K 0.04% 211
2021
Q2 		$877K Buy
19,364
+142
+0.7% +$6.34K 0.04% 212
2021
Q1 		$751K Buy
19,222
+6,101
+46% +$216K 0.04% 206
2020
Q4 		$396K Buy
13,121
+105
+0.8% +$2.72K 0.03% 219
2020
Q3 		$306K Sell
13,016
-5,461
-30% -$135K 0.03% 218
2020
Q2 		$473K Buy
18,477
+742
+4% +$20.3K 0.04% 168
2020
Q1 		$509K Sell
17,735
-7,878
-31% -$335K 0.05% 148
2019
Q4 		$1.38M Buy
25,613
+395
+2% +$20.7K 0.12% 102
2019
Q3 		$1.27M Sell
25,218
-775
-3% -$36.5K 0.12% 106
2019
Q2 		$1.23M Buy
25,993
+16,928
+187% +$792K 0.12% 106
2019
Q1 		$438K Sell
9,065
-2,480
-21% -$122K 0.05% 151
2018
Q4 		$532K Sell
11,545
-2,953
-20% -$151K 0.06% 132
2018
Q3 		$762K Sell
14,498
-16,749
-54% -$956K 0.08% 117
2018
Q2 		$1.73M Sell
31,247
-21,260
-40% -$1.14M 0.19% 70
2018
Q1 		$1.29M Buy
52,507
+29,880
+132% +$1.77M 0.17% 66
2017
Q4 		$1.37M Buy
22,627
+372
+2% +$21K 0.21% 57
2017
Q3 		$1.23M Buy
22,255
+2,275
+11% +$121K 0.19% 58
2017
Q2 		$1.11M Buy
19,980
+5,030
+34% +$269K 0.18% 77
2017
Q1 		$832K Sell
14,950
-296
-2% -$16.8K 0.16% 61
2016
Q4 		$840K Buy
15,246
+1,834
+14% +$92.2K 0.17% 59
2016
Q3 		$594K Sell
13,412
-6,905
-34% -$330K 0.13% 69
2016
Q2 		$962K Buy
20,317
+3,145
+18% +$153K 0.21% 68
2016
Q1 		$830K Buy
17,172
+6,080
+55% +$298K 0.18% 72
2015
Q4 		$603K Sell
11,092
-1,365
-11% -$74.1K 0.15% 62
2015
Q3 		$640K Sell
12,457
-3,170
-20% -$174K 0.18% 60
2015
Q2 		$879K Sell
15,627
-852
-5% -$47.5K 0.27% 45
2015
Q1 		$896K Sell
16,479
-198
-1% -$10.7K 0.38% 41
2014
Q4 		$914K Sell
16,677
-1,231
-7% -$65.2K 0.44% 35
2014
Q3 		$929K Buy
17,908
+384
+2% +$19.8K 0.48% 34
2014
Q2 		$921K Buy
17,524
+384
+2% +$19.3K 0.5% 34
2014
Q1 		$853K Sell
17,140
-1,252
-7% -$58.3K 0.5% 32
2013
Q4 		$835K Buy
18,392
+1,177
+7% +$50.8K 0.5% 34
2013
Q3 		$711K Buy
17,215
+2,760
+19% +$118K 0.47% 39
2013
Q2 		$597K Buy
+14,455
New +$563K 0.42% 49

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moneta Group Investment Advisors's WFC Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Wells Fargo (WFC) stake by 9.9% in Q1 2026, selling an estimated $398K and leaving 41,989 shares worth $3.34M. The position accounts for 0.03% of the portfolio, ranked #207.

Moneta Group Investment Advisors first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.35M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Moneta Group Investment Advisors held 41,989 shares of Wells Fargo worth $3.34M as of Q1 2026.
  • Moneta Group Investment Advisors sold 4,636 Wells Fargo shares in Q1 2026, an estimated $398K.
  • Wells Fargo made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #207 holding.
  • Moneta Group Investment Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Moneta Group Investment Advisors's Wells Fargo position peaked at $4.35M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.