MWM
WFC icon

Mosley Wealth Management’s Wells Fargo WFC Stock Holding History

Mosley Wealth Management’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 		$368K Buy
4,448
+4,239
+2,028% +$341K 0.12% 122
2026
Q1 		$17.5K Buy
+209
New +$18K 0.01% 265

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mosley Wealth Management's WFC Position: Q2 2026 in Review

Mosley Wealth Management increased its Wells Fargo (WFC) stake by 2,028% in Q2 2026, buying an estimated $341K and bringing the position to 4,448 shares worth $368K. The position accounts for 0.12% of the portfolio, ranked #122.

Mosley Wealth Management first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 1,827 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Mosley Wealth Management held 4,448 shares of Wells Fargo worth $368K as of Q2 2026.
  • Mosley Wealth Management bought 4,239 Wells Fargo shares in Q2 2026, an estimated $341K.
  • Wells Fargo made up 0.12% of Mosley Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Mosley Wealth Management first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.