Mosaic Financial Group’s Wells Fargo WFC Stock Holding History

Mosaic Financial Group’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	$606K	Buy	7,618 +45	+0.6%	+$3.87K	0.43%	52
2025 Q4	$706K	Buy	7,573 +14	+0.2%	+$1.22K	0.48%	47
2025 Q3	$634K	Buy	7,559 +14	+0.2%	+$1.14K	0.45%	48
2025 Q2	$604K	Buy	7,545 +15	+0.2%	+$1.08K	0.46%	48
2025 Q1	$541K	Buy	7,530 +13	+0.2%	+$976	0.44%	52
2024 Q4	$528K	Sell	7,517 -186	-2%	-$12.7K	0.38%	57
2024 Q3	$435K	Buy	7,703 +42	+0.5%	+$2.38K	0.31%	66
2024 Q2	$455K	Sell	7,661 -964	-11%	-$56.9K	0.33%	62
2024 Q1	$500K	Buy	+8,625	New	+$451K	0.4%	55

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mosaic Financial Group's WFC Position: Q1 2026 in Review

Mosaic Financial Group increased its Wells Fargo (WFC) stake by 0.59% in Q1 2026, buying an estimated $3.87K and bringing the position to 7,618 shares worth $606K. The position accounts for 0.43% of the portfolio, ranked #52.

Mosaic Financial Group first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $706K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Mosaic Financial Group held 7,618 shares of Wells Fargo worth $606K as of Q1 2026.
Mosaic Financial Group bought 45 Wells Fargo shares in Q1 2026, an estimated $3.87K.
Wells Fargo made up 0.43% of Mosaic Financial Group's portfolio in Q1 2026, its #52 holding.
Mosaic Financial Group first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Wells Fargo position peaked at $706K in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.