MFWP
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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
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
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

Mosaic Family Wealth Partners's WFC Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Wells Fargo (WFC) stake by 113% in Q1 2026, buying an estimated $542K and bringing the position to 11,900 shares worth $947K. The position accounts for 0.1% of the portfolio, ranked #115.

Mosaic Family Wealth Partners first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Mosaic Family Wealth Partners held 11,900 shares of Wells Fargo worth $947K as of Q1 2026.
  • Mosaic Family Wealth Partners bought 6,309 Wells Fargo shares in Q1 2026, an estimated $542K.
  • Wells Fargo made up 0.1% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #115 holding.
  • Mosaic Family Wealth Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.