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 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 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

Mowery & Schoenfeld Wealth Management's WFC Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Wells Fargo (WFC) stake by 5% in Q1 2026, selling an estimated $5.41K and leaving 1,208 shares worth $96.2K. The position accounts for 0.15% of the portfolio, ranked #91.

Mowery & Schoenfeld Wealth Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $118K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 1,208 shares of Wells Fargo worth $96.2K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 63 Wells Fargo shares in Q1 2026, an estimated $5.41K.
Wells Fargo made up 0.15% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #91 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
Mowery & Schoenfeld Wealth Management's Wells Fargo position peaked at $118K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.