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Morningstar Investment Management’s Wells Fargo WFC Stock Holding History

Morningstar Investment Management’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 		$2.06M Hold
25,926
– – 0.13% 168
2026
Q1 		$2.06M Buy
25,926
+252
+1% +$21.6K 0.13% 166
2025
Q4 		$2.39M Sell
25,674
-65,281
-72% -$5.67M 0.14% 146
2025
Q3 		$7.62M Buy
90,955
+79,272
+679% +$6.43M 0.28% 89
2025
Q2 		$936K Buy
11,683
+1,220
+12% +$88K 0.08% 72
2025
Q1 		$751K Sell
10,463
-2,021
-16% -$152K 0.06% 56
2024
Q4 		$877K Sell
12,484
-38,162
-75% -$2.61M 0.07% 84
2024
Q3 		$3.15M Sell
50,646
-25,482
-33% -$1.44M 0.31% 35
2024
Q2 		$4.52M Sell
76,128
-21,673
-22% -$1.28M 0.47% 28
2024
Q1 		$5.67M Sell
97,801
-2,595
-3% -$136K 0.61% 20
2023
Q4 		$4.94M Buy
+100,396
New +$4.33M 0.57% 25

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Morningstar Investment Management's WFC Position: Q2 2026 in Review

Morningstar Investment Management held its Wells Fargo (WFC) position steady in Q2 2026 at 25,926 shares worth $2.06M. The position accounts for 0.13% of the portfolio, ranked #168.

Morningstar Investment Management first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.62M in Q3 2025. 1,002 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Morningstar Investment Management held 25,926 shares of Wells Fargo worth $2.06M as of Q2 2026.
  • Morningstar Investment Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.13% of Morningstar Investment Management's portfolio in Q2 2026, its #168 holding.
  • Morningstar Investment Management first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Morningstar Investment Management's Wells Fargo position peaked at $7.62M in Q3 2025.
  • 1,002 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.