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Old Mission Investment Co’s Wells Fargo WFC Stock Holding History

Old Mission Investment Co’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 		$398K Buy
4,818
+102
+2% +$8.2K 0.08% 101
2026
Q1 		$375K Buy
4,716
+540
+13% +$46.4K 0.09% 94
2025
Q4 		$389K Buy
4,176
+300
+8% +$26K 0.09% 87
2025
Q3 		$325K Buy
3,876
+910
+31% +$73.8K 0.08% 100
2025
Q2 		$238K Buy
2,966
+7
+0.2% +$505 0.06% 117
2025
Q1 		$212K Buy
2,959
+28
+1% +$2.1K 0.06% 120
2024
Q4 		$206K Buy
+2,931
New +$200K 0.06% 120
2022
Q1 		– Sell
-4,785
Closed -$230K – 115
2021
Q4 		$230K Sell
4,785
-107
-2% -$5.27K 0.08% 106
2021
Q3 		$227K Sell
4,892
-13
-0.3% -$602 0.09% 102
2021
Q2 		$222K Sell
4,905
-1,213
-20% -$54.2K 0.09% 100
2021
Q1 		$239K Buy
+6,118
New +$217K 0.11% 94
2020
Q4 		– Sell
-9,255
Closed -$218K – 93
2020
Q3 		$218K Buy
+9,255
New +$228K 0.13% 79
2020
Q2 		– Sell
-7,625
Closed -$219K – 81
2020
Q1 		$219K Buy
7,625
+464
+6% +$19.7K 0.21% 67
2019
Q4 		$385K Buy
7,161
+2,305
+47% +$121K 0.35% 47
2019
Q3 		$245K Buy
+4,856
New +$229K 0.23% 55

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Old Mission Investment Co's WFC Position: Q2 2026 in Review

Old Mission Investment Co increased its Wells Fargo (WFC) stake by 2.2% in Q2 2026, buying an estimated $8.2K and bringing the position to 4,818 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #101.

Old Mission Investment Co first reported a position in WFC in Q3 2019 and has held it in 15 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Old Mission Investment Co held 4,818 shares of Wells Fargo worth $398K as of Q2 2026.
  • Old Mission Investment Co bought 102 Wells Fargo shares in Q2 2026, an estimated $8.2K.
  • Wells Fargo made up 0.08% of Old Mission Investment Co's portfolio in Q2 2026, its #101 holding.
  • Old Mission Investment Co first reported a position in Wells Fargo in Q3 2019 and has held it in 15 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.