MSWM
WFC icon

Mowery & Schoenfeld Wealth Management’s Wells Fargo WFC Stock Holding History

Mowery & Schoenfeld 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 		$99.8K Hold
1,208
– – 0.14% 92
2026
Q1 		$96.2K Sell
1,208
-63
-5% -$5.41K 0.15% 91
2025
Q4 		$118K Buy
1,271
+63
+5% +$5.47K 0.17% 80
2025
Q3 		$101K Sell
1,208
-172
-12% -$13.9K 0.17% 83
2025
Q2 		$111K Hold
1,380
– – 0.17% 71
2025
Q1 		$99.1K Buy
1,380
+7
+0.5% +$526 0.19% 81
2024
Q4 		$96.4K Buy
+1,373
New +$93.7K 0.19% 72

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's WFC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 1,208 shares worth $99.8K. The position accounts for 0.14% of the portfolio, ranked #92.

Mowery & Schoenfeld Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $118K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,208 shares of Wells Fargo worth $99.8K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.14% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's Wells Fargo position peaked at $118K in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.