Monetary Management Group’s Wells Fargo WFC Stock Holding History

Monetary Management 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	$768K	Hold	9,645	–	–	0.18%	117
2025 Q4	$899K	Hold	9,645	–	–	0.21%	98
2025 Q3	$808K	Hold	9,645	–	–	0.19%	103
2025 Q2	$773K	Buy	9,645 +1,250	+15%	+$90.1K	0.19%	107
2025 Q1	$603K	Hold	8,395	–	–	0.16%	125
2024 Q4	$590K	Hold	8,395	–	–	0.15%	122
2024 Q3	$474K	Buy	8,395 +330	+4%	+$18.7K	0.12%	145
2024 Q2	$479K	Hold	8,065	–	–	0.13%	141
2024 Q1	$467K	Hold	8,065	–	–	0.13%	140
2023 Q4	$397K	Hold	8,065	–	–	0.12%	142
2023 Q3	$330K	Hold	8,065	–	–	0.11%	152
2023 Q2	$344K	Hold	8,065	–	–	0.11%	159
2023 Q1	$301K	Buy	8,065 +18	+0.2%	+$785	0.09%	165
2022 Q4	$333K	Hold	8,047	–	–	0.1%	156
2022 Q3	$324K	Hold	8,047	–	–	0.11%	150
2022 Q2	$315K	Hold	8,047	–	–	0.1%	152
2022 Q1	$390K	Hold	8,047	–	–	0.1%	143
2021 Q4	$386K	Sell	8,047 -18	-0.2%	-$886	0.1%	151
2021 Q3	$374K	Hold	8,065	–	–	0.1%	149
2021 Q2	$365K	Hold	8,065	–	–	0.11%	145
2021 Q1	$315K	Hold	8,065	–	–	0.1%	149
2020 Q4	$243K	Sell	8,065 -250	-3%	-$6.47K	0.08%	155
2020 Q3	$195K	Hold	8,315	–	–	0.07%	158
2020 Q2	$213K	Sell	8,315 -1,933	-19%	-$52.9K	0.08%	139
2020 Q1	$294K	Sell	10,248 -2,350	-19%	-$99.9K	0.13%	112
2019 Q4	$678K	Sell	12,598 -500	-4%	-$26.2K	0.25%	97
2019 Q3	$661K	Sell	13,098 -3,025	-19%	-$143K	0.25%	96
2019 Q2	$763K	Hold	16,123	–	–	0.29%	93
2019 Q1	$779K	Buy	16,123 +25	+0.2%	+$1.23K	0.31%	86
2018 Q4	$742K	Sell	16,098 -2,250	-12%	-$115K	0.34%	80
2018 Q3	$964K	Sell	18,348 -100	-0.5%	-$5.71K	0.37%	71
2018 Q2	$1.02M	Hold	18,448	–	–	0.42%	67
2018 Q1	$967K	Sell	18,448 -850	-4%	-$50.5K	0.4%	66
2017 Q4	$1.17M	Sell	19,298 -225	-1%	-$12.7K	0.47%	56
2017 Q3	$1.08M	Sell	19,523 -3,500	-15%	-$186K	0.45%	58
2017 Q2	$1.28M	Buy	23,023 +200	+0.9%	+$10.7K	0.52%	59
2017 Q1	$1.27M	Sell	22,823 -1,050	-4%	-$59.6K	0.55%	58
2016 Q4	$1.32M	Sell	23,873 -300	-1%	-$15.1K	0.61%	56
2016 Q3	$1.07M	Sell	24,173 -450	-2%	-$21.5K	0.5%	63
2016 Q2	$1.17M	Buy	24,623 +1,700	+7%	+$82.9K	0.54%	62
2016 Q1	$1.11M	Sell	22,923 -1,450	-6%	-$71K	0.54%	62
2015 Q4	$1.32M	Buy	24,373 +600	+3%	+$32.6K	0.63%	52
2015 Q3	$1.22M	Buy	23,773 +1,200	+5%	+$66K	0.61%	54
2015 Q2	$1.27M	Sell	22,573 -500	-2%	-$27.9K	0.57%	56
2015 Q1	$1.25M	Hold	23,073	–	–	0.55%	57
2014 Q4	$1.26M	Sell	23,073 -1,850	-7%	-$97.9K	0.56%	61
2014 Q3	$1.29M	Buy	24,923 +6,513	+35%	+$335K	0.6%	52
2014 Q2	$968K	Buy	18,410 +2,720	+17%	+$137K	0.45%	67
2014 Q1	$780K	Sell	15,690 -100	-0.6%	-$4.66K	0.36%	83
2013 Q4	$717K	Buy	15,790 +400	+3%	+$17.3K	0.33%	84
2013 Q3	$636K	Sell	15,390 -1,150	-7%	-$49.1K	0.33%	88
2013 Q2	$682K	Buy	+16,540	New	+$645K	0.37%	84

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

Monetary Management Group's WFC Position: Q1 2026 in Review

Monetary Management Group held its Wells Fargo (WFC) position steady in Q1 2026 at 9,645 shares worth $768K. The position accounts for 0.18% of the portfolio, ranked #117.

Monetary Management Group first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.32M in Q4 2015. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Monetary Management Group held 9,645 shares of Wells Fargo worth $768K as of Q1 2026.
Monetary Management Group left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.18% of Monetary Management Group's portfolio in Q1 2026, its #117 holding.
Monetary Management Group first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
Monetary Management Group's Wells Fargo position peaked at $1.32M in Q4 2015.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.