Morton Brown Family Wealth’s Wells Fargo WFC Stock Holding History

Morton Brown Family Wealth’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	$10.4K	Buy	126 +26	+26%	+$2.09K	﹤0.01%	196
2026 Q1	$7.96K	Hold	100	–	–	﹤0.01%	206
2025 Q4	$9.32K	Hold	100	–	–	﹤0.01%	200
2025 Q3	$8.38K	Hold	100	–	–	﹤0.01%	197
2025 Q2	$8.01K	Hold	100	–	–	﹤0.01%	206
2025 Q1	$7.18K	Buy	+100	New	+$7.51K	﹤0.01%	214
2024 Q1	–	Sell	-100	Closed	-$4.92K	–	298
2023 Q4	$4.92K	Buy	+100	New	+$4.32K	﹤0.01%	213
2023 Q2	–	Sell	-50	Closed	-$1.87K	–	294
2023 Q1	$1.87K	Buy	+50	New	+$2.18K	﹤0.01%	200
2022 Q1	–	Sell	-144	Closed	-$7K	–	215
2021 Q4	$7K	Buy	+144	New	+$7.09K	0.01%	132

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Morton Brown Family Wealth's WFC Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Wells Fargo (WFC) stake by 26% in Q2 2026, buying an estimated $2.09K and bringing the position to 126 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Morton Brown Family Wealth first reported a position in WFC in Q4 2021 and has held it in 9 quarters since. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Morton Brown Family Wealth held 126 shares of Wells Fargo worth $10.4K as of Q2 2026.
Morton Brown Family Wealth bought 26 Wells Fargo shares in Q2 2026, an estimated $2.09K.
Wells Fargo made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #196 holding.
Morton Brown Family Wealth first reported a position in Wells Fargo in Q4 2021 and has held it in 9 quarters since.
1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.