Wells Fargo

Wells Fargo’s Alta Global Group MMA Stock Holding History

Wells Fargo’s Portfolio MMA Stock Details MMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.53K	Buy	10,000 +5,000	+100%	+$3.5K	﹤0.01%	6152
2025 Q4	$5.6K	Hold	5,000	–	–	﹤0.01%	6071
2025 Q3	$7.6K	Hold	5,000	–	–	﹤0.01%	5998
2025 Q2	$5.65K	Hold	5,000	–	–	﹤0.01%	6066
2025 Q1	$4.25K	Buy	+5,000	New	+$4.91K	﹤0.01%	6050

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Susquehanna International Group

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Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return