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Monetary Solutions’s Wells Fargo WFC Stock Holding History

Monetary Solutions’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 		$61.2K Hold
740
– – 0.05% 118
2026
Q1 		$58.9K Hold
740
– – 0.06% 110
2025
Q4 		$69K Buy
+740
New +$64.2K 0.07% 94

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Monetary Solutions's WFC Position: Q2 2026 in Review

Monetary Solutions held its Wells Fargo (WFC) position steady in Q2 2026 at 740 shares worth $61.2K. The position accounts for 0.05% of the portfolio, ranked #118.

Monetary Solutions first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $69K in Q4 2025. 2,377 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Monetary Solutions held 740 shares of Wells Fargo worth $61.2K as of Q2 2026.
  • Monetary Solutions left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.05% of Monetary Solutions's portfolio in Q2 2026, its #118 holding.
  • Monetary Solutions first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Monetary Solutions's Wells Fargo position peaked at $69K in Q4 2025.
  • 2,377 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.