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MPWM Advisory Solutions’s Wells Fargo WFC Stock Holding History

MPWM Advisory Solutions’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 		$8.28K Hold
104
– – ﹤0.01% 363
2025
Q4 		$9.69K Sell
104
-5
-5% -$434 0.01% 324
2025
Q3 		$9.11K Hold
109
– – 0.01% 306
2025
Q2 		$8.71K Sell
109
-24
-18% -$1.73K 0.01% 315
2025
Q1 		$9.52K Buy
133
+1
+0.8% +$75 0.01% 311
2024
Q4 		$9.32K Buy
+132
New +$9.01K 0.01% 320

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

MPWM Advisory Solutions's WFC Position: Q1 2026 in Review

MPWM Advisory Solutions held its Wells Fargo (WFC) position steady in Q1 2026 at 104 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

MPWM Advisory Solutions first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.69K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • MPWM Advisory Solutions held 104 shares of Wells Fargo worth $8.28K as of Q1 2026.
  • MPWM Advisory Solutions left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #363 holding.
  • MPWM Advisory Solutions first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Wells Fargo position peaked at $9.69K in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.