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
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 $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

Morris Financial Concepts's WFC Position: Q1 2026 in Review

Morris Financial Concepts held its Wells Fargo (WFC) position steady in Q1 2026 at 5,780 shares worth $460K. The position accounts for 0.16% of the portfolio, ranked #79.

Morris Financial Concepts first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $539K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Morris Financial Concepts held 5,780 shares of Wells Fargo worth $460K as of Q1 2026.
  • Morris Financial Concepts left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.16% of Morris Financial Concepts's portfolio in Q1 2026, its #79 holding.
  • Morris Financial Concepts first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
  • Morris Financial Concepts's Wells Fargo position peaked at $539K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.