Mosaic Family Wealth Partners’s Wells Fargo WFC Stock Holding History

Mosaic Family Wealth Partners’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	$2.52M	Buy	30,479 +18,579	+156%	+$1.49M	0.17%	95
2026 Q1	$947K	Buy	11,900 +6,309	+113%	+$542K	0.1%	115
2025 Q4	$521K	Sell	5,591 -146	-3%	-$12.7K	0.06%	150
2025 Q3	$486K	Buy	5,737 +469	+9%	+$38K	0.06%	143
2025 Q2	$422K	Buy	5,268 +129	+3%	+$9.3K	0.05%	147
2025 Q1	$369K	Sell	5,139 -226	-4%	-$17K	0.05%	150
2024 Q4	$377K	Buy	5,365 +88	+2%	+$6.01K	0.05%	146
2024 Q3	$298K	Sell	5,277 -118	-2%	-$6.67K	0.04%	166
2024 Q2	$320K	Buy	5,395 +78	+1%	+$4.61K	0.05%	147
2024 Q1	$308K	Sell	5,317 -12	-0.2%	-$628	0.05%	159
2023 Q4	$262K	Buy	5,329 +16	+0.3%	+$690	0.05%	162
2023 Q3	$217K	Buy	5,313 +5	+0.1%	+$216	0.04%	169
2023 Q2	$227K	Sell	5,308 -432	-8%	-$17.4K	0.04%	168
2023 Q1	$215K	Buy	5,740 +3	+0.1%	+$131	0.04%	173
2022 Q4	$237K	Buy	+5,737	New	+$254K	0.07%	160

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mosaic Family Wealth Partners's WFC Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Wells Fargo (WFC) stake by 156% in Q2 2026, buying an estimated $1.49M and bringing the position to 30,479 shares worth $2.52M. The position accounts for 0.17% of the portfolio, ranked #95.

Mosaic Family Wealth Partners first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. 2,882 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Mosaic Family Wealth Partners held 30,479 shares of Wells Fargo worth $2.52M as of Q2 2026.
Mosaic Family Wealth Partners bought 18,579 Wells Fargo shares in Q2 2026, an estimated $1.49M.
Wells Fargo made up 0.17% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #95 holding.
Mosaic Family Wealth Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
2,882 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.