RMR Wealth Builders’s Wells Fargo WFC Stock Holding History

RMR Wealth Builders’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	$1.91M	Buy	+23,889	New	+$2.07M	0.11%	88
2026 Q1	–	Sell	-2,169	Closed	-$202K	–	293
2025 Q4	$202K	Buy	+2,169	New	+$188K	0.02%	270
2021 Q2	–	Sell	-1,550	Closed	-$61K	–	708
2021 Q1	$61K	Buy	1,550 +568	+58%	+$20.1K	0.02%	338
2020 Q4	$30K	Buy	+982	New	+$25.4K	0.01%	312
2020 Q3	–	Sell	-3,884	Closed	-$99K	–	464
2020 Q2	$99K	Buy	+3,884	New	+$106K	0.09%	171
2019 Q4	$1.1M	Buy	+20,489	New	+$1.07M	1.06%	25

Other funds holding WFC

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

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

RMR Wealth Builders's WFC Position: Q3 2026 in Review

RMR Wealth Builders opened a new position in Wells Fargo (WFC) in Q3 2026: 23,889 shares worth $1.91M. The stake represents 0.11% of the portfolio and ranks #88 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in WFC as recently as Q4 2025.

RMR Wealth Builders first reported a position in WFC in Q4 2019 and has held it in 6 quarters since. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

RMR Wealth Builders held 23,889 shares of Wells Fargo worth $1.91M as of Q3 2026.
Wells Fargo was a new RMR Wealth Builders position in Q3 2026.
Wells Fargo made up 0.11% of RMR Wealth Builders's portfolio in Q3 2026, its #88 holding.
RMR Wealth Builders first reported a position in Wells Fargo in Q4 2019 and has held it in 6 quarters since.
1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.