Mystic Asset Management’s Wells Fargo WFC Stock Holding History

Mystic Asset Management’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	$2.33M	Buy	28,163 +36	+0.1%	+$2.89K	0.5%	55
2026 Q1	$2.24M	Sell	28,127 -223	-0.8%	-$19.2K	0.52%	55
2025 Q4	$2.64M	Sell	28,350 -170	-0.6%	-$14.8K	0.6%	43
2025 Q3	$2.39M	Buy	28,520 +285	+1%	+$23.1K	0.54%	49
2025 Q2	$2.26M	Buy	28,235 +215	+0.8%	+$15.5K	0.55%	51
2025 Q1	$2.01M	Sell	28,020 -265	-0.9%	-$19.9K	0.53%	57
2024 Q4	$1.99M	Sell	28,285 -710	-2%	-$48.5K	0.53%	53
2024 Q3	$1.64M	Sell	28,995 -819	-3%	-$46.3K	0.62%	52
2024 Q2	$1.77M	Sell	29,814 -243	-0.8%	-$14.3K	0.72%	41
2024 Q1	$1.74M	Sell	30,057 -1,090	-3%	-$57K	0.72%	42
2023 Q4	$1.53M	Sell	31,147 -407	-1%	-$17.6K	0.73%	42
2023 Q3	$1.29M	Sell	31,554 -65	-0.2%	-$2.81K	0.72%	40
2023 Q2	$1.35M	Sell	31,619 -1,273	-4%	-$51.2K	0.72%	41
2023 Q1	$1.23M	Sell	32,892 -429	-1%	-$18.7K	0.68%	48
2022 Q4	$1.38M	Buy	33,321 +2,010	+6%	+$89K	0.78%	42
2022 Q3	$1.26M	Buy	31,311 +195	+0.6%	+$8.38K	0.81%	40
2022 Q2	$1.22M	Buy	31,116 +819	+3%	+$35.9K	0.74%	49
2022 Q1	$1.47M	Buy	30,297 +400	+1%	+$21.4K	0.79%	39
2021 Q4	$1.43M	Buy	+29,897	New	+$1.47M	0.68%	41

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 $3.38T AUM 44.17% 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

Mystic Asset Management's WFC Position: Q2 2026 in Review

Mystic Asset Management increased its Wells Fargo (WFC) stake by 0.13% in Q2 2026, buying an estimated $2.89K and bringing the position to 28,163 shares worth $2.33M. The position accounts for 0.5% of the portfolio, ranked #55.

Mystic Asset Management first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.64M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Mystic Asset Management held 28,163 shares of Wells Fargo worth $2.33M as of Q2 2026.
Mystic Asset Management bought 36 Wells Fargo shares in Q2 2026, an estimated $2.89K.
Wells Fargo made up 0.5% of Mystic Asset Management's portfolio in Q2 2026, its #55 holding.
Mystic Asset Management first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
Mystic Asset Management's Wells Fargo position peaked at $2.64M in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.