RMG Wealth Management’s Wells Fargo WFC Stock Holding History

RMG Wealth 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 Q3	$106K	Buy	1,282 +6	+0.5%	+$519	0.01%	111
2026 Q2	$113K	Buy	1,276 +5	+0.4%	+$402	0.01%	110
2026 Q1	$93.5K	Buy	1,271 +6	+0.5%	+$515	0.01%	122
2025 Q4	$111K	Buy	1,265 +5	+0.4%	+$434	0.01%	95
2025 Q3	$106K	Buy	1,260 +6	+0.5%	+$487	0.01%	85
2025 Q2	$101K	Buy	+1,254	New	+$90.4K	0.02%	85

Other funds holding WFC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

RMG Wealth Management's WFC Position: Q3 2026 in Review

RMG Wealth Management increased its Wells Fargo (WFC) stake by 0.47% in Q3 2026, buying an estimated $519 and bringing the position to 1,282 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #111.

RMG Wealth Management first reported a position in WFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $113K in Q2 2026. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

RMG Wealth Management held 1,282 shares of Wells Fargo worth $106K as of Q3 2026.
RMG Wealth Management bought 6 Wells Fargo shares in Q3 2026, an estimated $519.
Wells Fargo made up 0.01% of RMG Wealth Management's portfolio in Q3 2026, its #111 holding.
RMG Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 6 quarters since.
RMG Wealth Management's Wells Fargo position peaked at $113K in Q2 2026.
2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.