Aaron Wealth Advisors’s Wells Fargo WFC Stock Holding History

Aaron Wealth Advisors’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 Q1	$2.99M	Sell	37,614 -3,303	-8%	-$284K	0.17%	78
2025 Q4	$3.81M	Buy	40,917 +7,418	+22%	+$644K	0.21%	58
2025 Q3	$2.81M	Buy	33,499 +11,082	+49%	+$899K	0.17%	70
2025 Q2	$1.8M	Buy	22,417 +1,794	+9%	+$129K	0.18%	71
2025 Q1	$1.48M	Buy	20,623 +995	+5%	+$74.7K	0.17%	85
2024 Q4	$1.38M	Buy	19,628 +1,862	+10%	+$127K	0.16%	80
2024 Q3	$1M	Buy	17,766 +3,466	+24%	+$196K	0.12%	118
2024 Q2	$849K	Buy	14,300 +1,913	+15%	+$113K	0.12%	116
2024 Q1	$718K	Buy	12,387 +3,258	+36%	+$170K	0.1%	123
2023 Q4	$449K	Buy	9,129 +7	+0.1%	+$302	0.07%	144
2023 Q3	$373K	Buy	9,122 +136	+2%	+$5.87K	0.05%	175
2023 Q2	$384K	Buy	8,986 +3,298	+58%	+$133K	0.05%	181
2023 Q1	$213K	Sell	5,688 -349	-6%	-$15.2K	0.03%	236
2022 Q4	$249K	Buy	+6,037	New	+$267K	0.04%	213
2022 Q2	–	Sell	-180,465	Closed	-$3.72M	–	845
2022 Q1	$3.72M	Buy	+180,465	New	+$9.66M	0.05%	154

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return