MFC
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Morris Financial Concepts’s Wells Fargo WFC Stock Holding History

Morris Financial Concepts’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 		$476K Sell
5,761
-19
-0.3% -$1.53K 0.15% 84
2026
Q1 		$460K Hold
5,780
– – 0.16% 79
2025
Q4 		$539K Hold
5,780
– – 0.19% 66
2025
Q3 		$484K Sell
5,780
-365
-6% -$29.6K 0.18% 71
2025
Q2 		$492K Hold
6,145
– – 0.2% 66
2025
Q1 		$441K Sell
6,145
-161
-3% -$12.1K 0.19% 74
2024
Q4 		$443K Hold
6,306
– – 0.19% 70
2024
Q3 		$356K Sell
6,306
-505
-7% -$28.6K 0.15% 79
2024
Q2 		$405K Hold
6,811
– – 0.19% 70
2024
Q1 		$395K Hold
6,811
– – 0.2% 67
2023
Q4 		$335K Buy
+6,811
New +$294K 0.19% 66

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

Morris Financial Concepts's WFC Position: Q2 2026 in Review

Morris Financial Concepts reduced its Wells Fargo (WFC) stake by 0.33% in Q2 2026, selling an estimated $1.53K and leaving 5,761 shares worth $476K. The position accounts for 0.15% of the portfolio, ranked #84.

Morris Financial Concepts first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $539K in Q4 2025. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Morris Financial Concepts held 5,761 shares of Wells Fargo worth $476K as of Q2 2026.
  • Morris Financial Concepts sold 19 Wells Fargo shares in Q2 2026, an estimated $1.53K.
  • Wells Fargo made up 0.15% of Morris Financial Concepts's portfolio in Q2 2026, its #84 holding.
  • Morris Financial Concepts first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Morris Financial Concepts's Wells Fargo position peaked at $539K in Q4 2025.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.