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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
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 $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

MRA Advisory Group's WFC Position: Q2 2026 in Review

MRA Advisory Group sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 7,732 shares — an estimated $616K sold.

MRA Advisory Group first reported a position in WFC in Q4 2024 and held it in 6 quarters. The position peaked at $682K in Q4 2025. 912 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • MRA Advisory Group reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • MRA Advisory Group sold 7,732 Wells Fargo shares in Q2 2026, an estimated $616K.
  • MRA Advisory Group first reported a position in Wells Fargo in Q4 2024 and held it in 6 quarters.
  • MRA Advisory Group's Wells Fargo position peaked at $682K in Q4 2025.
  • 912 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.