MRA Advisory Group
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MRA Advisory Group’s Wells Fargo WFC Stock Holding History

MRA Advisory Group’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
Q3 		$461K Buy
+5,762
New +$498K 0.17% 85
2026
Q2 		– Sell
-7,732
Closed -$616K – 178
2026
Q1 		$616K Buy
7,732
+419
+6% +$36K 0.25% 59
2025
Q4 		$682K Buy
7,313
+589
+9% +$51.1K 0.29% 54
2025
Q3 		$564K Sell
6,724
-420
-6% -$34.1K 0.25% 59
2025
Q2 		$572K Buy
7,144
+3,493
+96% +$252K 0.27% 54
2025
Q1 		$262K Buy
3,651
+530
+17% +$39.8K 0.14% 96
2024
Q4 		$219K Buy
+3,121
New +$213K 0.12% 98

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

MRA Advisory Group's WFC Position: Q3 2026 in Review

MRA Advisory Group opened a new position in Wells Fargo (WFC) in Q3 2026: 5,762 shares worth $461K. The stake represents 0.17% of the portfolio and ranks #85 among its holdings. This is a return to the name: MRA Advisory Group previously reported a position in WFC as recently as Q1 2026.

MRA Advisory Group first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $682K in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • MRA Advisory Group held 5,762 shares of Wells Fargo worth $461K as of Q3 2026.
  • Wells Fargo was a new MRA Advisory Group position in Q3 2026.
  • Wells Fargo made up 0.17% of MRA Advisory Group's portfolio in Q3 2026, its #85 holding.
  • MRA Advisory Group first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • MRA Advisory Group's Wells Fargo position peaked at $682K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.