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Mount Yale Investment Advisors’s Wells Fargo WFC Stock Holding History

Mount Yale Investment Advisors’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 		$6.31M Buy
79,206
+63,614
+408% +$5.46M 0.15% 157
2025
Q4 		$1.45M Sell
15,592
-30,709
-66% -$2.67M 0.07% 242
2025
Q3 		$3.88M Buy
46,301
+5,278
+13% +$428K 0.27% 84
2025
Q2 		$3.29M Buy
41,023
+7,813
+24% +$563K 0.26% 78
2025
Q1 		$2.38M Buy
33,210
+4,643
+16% +$349K 0.2% 104
2024
Q4 		$2.01M Sell
28,567
-4,415
-13% -$301K 0.16% 122
2024
Q3 		$1.86M Sell
32,982
-5,689
-15% -$322K 0.18% 123
2024
Q2 		$2.3M Sell
38,671
-1,738
-4% -$103K 0.18% 108
2024
Q1 		$2.34M Sell
40,409
-3,491
-8% -$183K 0.18% 113
2023
Q4 		$2.16M Sell
43,900
-12,130
-22% -$523K 0.21% 111
2023
Q3 		$2.29M Sell
56,030
-36
-0.1% -$1.55K 0.25% 96
2023
Q2 		$2.39M Sell
56,066
-772
-1% -$31.1K 0.25% 91
2023
Q1 		$2.12M Buy
56,838
+14,303
+34% +$623K 0.24% 101
2022
Q4 		$1.76M Sell
42,535
-12,571
-23% -$556K 0.2% 113
2022
Q3 		$2.22M Buy
55,106
+4,681
+9% +$201K 0.29% 81
2022
Q2 		$1.98M Buy
50,425
+2,336
+5% +$103K 0.25% 94
2022
Q1 		$2.33M Sell
48,089
-16,732
-26% -$896K 0.25% 91
2021
Q4 		$3.11M Buy
64,821
+9,322
+17% +$459K 0.32% 79
2021
Q3 		$2.58M Buy
55,499
+45,415
+450% +$2.1M 0.3% 81
2021
Q2 		$457K Buy
+10,084
New +$450K 0.06% 277
2020
Q2 		– Sell
-42,044
Closed -$1.21M – 365
2020
Q1 		$1.21M Sell
42,044
-6,696
-14% -$285K 0.27% 97
2019
Q4 		$2.29M Buy
48,740
+1,077
+2% +$56.4K 0.4% 55
2019
Q3 		$2.58M Sell
47,663
-261
-0.5% -$12.3K 0.46% 53
2019
Q2 		$2.19M Buy
47,924
+319
+0.7% +$14.9K 0.41% 61
2019
Q1 		$2.3M Sell
47,605
-3,683
-7% -$181K 0.43% 56
2018
Q4 		$2.44M Sell
51,288
-912
-2% -$46.7K 0.5% 47
2018
Q3 		$2.8M Sell
52,200
-380
-0.7% -$21.7K 0.49% 44
2018
Q2 		$2.92M Buy
52,580
+2,109
+4% +$113K 0.55% 42
2018
Q1 		$2.65M Buy
+50,471
New +$3M 0.57% 47

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

Mount Yale Investment Advisors's WFC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Wells Fargo (WFC) stake by 408% in Q1 2026, buying an estimated $5.46M and bringing the position to 79,206 shares worth $6.31M. The position accounts for 0.15% of the portfolio, ranked #157.

Mount Yale Investment Advisors first reported a position in WFC in Q1 2018 and has held it in 29 quarters since. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Mount Yale Investment Advisors held 79,206 shares of Wells Fargo worth $6.31M as of Q1 2026.
  • Mount Yale Investment Advisors bought 63,614 Wells Fargo shares in Q1 2026, an estimated $5.46M.
  • Wells Fargo made up 0.15% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #157 holding.
  • Mount Yale Investment Advisors first reported a position in Wells Fargo in Q1 2018 and has held it in 29 quarters since.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.