MCA
WFC icon

MSH Capital Advisors’s Wells Fargo WFC Stock Holding History

MSH Capital Advisors’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 		$652K Buy
8,194
+713
+10% +$61.2K 0.14% 149
2025
Q4 		$697K Buy
7,481
+367
+5% +$31.9K 0.15% 149
2025
Q3 		$596K Buy
7,114
+11
+0.2% +$892 0.16% 151
2025
Q2 		$569K Buy
7,103
+905
+15% +$65.3K 0.16% 150
2025
Q1 		$445K Buy
6,198
+410
+7% +$30.8K 0.14% 159
2024
Q4 		$407K Sell
5,788
-5
-0.1% -$341 0.13% 168
2024
Q3 		$327K Buy
5,793
+12
+0.2% +$679 0.1% 179
2024
Q2 		$343K Buy
5,781
+11
+0.2% +$649 0.11% 171
2024
Q1 		$334K Buy
5,770
+112
+2% +$5.86K 0.12% 169
2023
Q4 		$279K Buy
5,658
+210
+4% +$9.06K 0.1% 170
2023
Q3 		$223K Sell
5,448
-36
-0.7% -$1.55K 0.09% 193
2023
Q2 		$234K Sell
5,484
-10
-0.2% -$403 0.09% 194
2023
Q1 		$205K Buy
5,494
+12
+0.2% +$523 0.09% 190
2022
Q4 		$226K Buy
5,482
+62
+1% +$2.74K 0.1% 185
2022
Q3 		$218K Buy
5,420
+18
+0.3% +$773 0.11% 175
2022
Q2 		$212K Buy
5,402
+208
+4% +$9.13K 0.1% 180
2022
Q1 		$252K Buy
+5,194
New +$278K 0.1% 172

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

MSH Capital Advisors's WFC Position: Q1 2026 in Review

MSH Capital Advisors increased its Wells Fargo (WFC) stake by 9.5% in Q1 2026, buying an estimated $61.2K and bringing the position to 8,194 shares worth $652K. The position accounts for 0.14% of the portfolio, ranked #149.

MSH Capital Advisors first reported a position in WFC in Q1 2022 and has held it in 17 quarters since. The position peaked at $697K in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • MSH Capital Advisors held 8,194 shares of Wells Fargo worth $652K as of Q1 2026.
  • MSH Capital Advisors bought 713 Wells Fargo shares in Q1 2026, an estimated $61.2K.
  • Wells Fargo made up 0.14% of MSH Capital Advisors's portfolio in Q1 2026, its #149 holding.
  • MSH Capital Advisors first reported a position in Wells Fargo in Q1 2022 and has held it in 17 quarters since.
  • MSH Capital Advisors's Wells Fargo position peaked at $697K in Q4 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.