MPWM Advisory Solutions’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.2K Buy
123
+19
+18% +$1.53K ﹤0.01% 352
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

MPWM Advisory Solutions's WFC Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Wells Fargo (WFC) stake by 18% in Q2 2026, buying an estimated $1.53K and bringing the position to 123 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

MPWM Advisory Solutions first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • MPWM Advisory Solutions held 123 shares of Wells Fargo worth $10.2K as of Q2 2026.
  • MPWM Advisory Solutions bought 19 Wells Fargo shares in Q2 2026, an estimated $1.53K.
  • Wells Fargo made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #352 holding.
  • MPWM Advisory Solutions first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.