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 Q2	$571K	Sell	6,904 -1,290	-16%	-$104K	0.1%	186
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSH Capital Advisors's WFC Position: Q2 2026 in Review

MSH Capital Advisors reduced its Wells Fargo (WFC) stake by 16% in Q2 2026, selling an estimated $104K and leaving 6,904 shares worth $571K. The position accounts for 0.1% of the portfolio, ranked #186.

MSH Capital Advisors first reported a position in WFC in Q1 2022 and has held it in 18 quarters since. The position peaked at $697K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

MSH Capital Advisors held 6,904 shares of Wells Fargo worth $571K as of Q2 2026.
MSH Capital Advisors sold 1,290 Wells Fargo shares in Q2 2026, an estimated $104K.
Wells Fargo made up 0.1% of MSH Capital Advisors's portfolio in Q2 2026, its #186 holding.
MSH Capital Advisors first reported a position in Wells Fargo in Q1 2022 and has held it in 18 quarters since.
MSH Capital Advisors's Wells Fargo position peaked at $697K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.