AWA
WFC icon

Acorn Wealth Advisors’s Wells Fargo WFC Stock Holding History

Acorn 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
2025
Q4 		– Sell
-3,284
Closed -$275K – 291
2025
Q3 		$275K Sell
3,284
-365
-10% -$29.6K 0.09% 224
2025
Q2 		$292K Sell
3,649
-108
-3% -$7.79K 0.11% 183
2025
Q1 		$270K Sell
3,757
-210
-5% -$15.8K 0.11% 184
2024
Q4 		$279K Sell
3,967
-275
-6% -$18.8K 0.12% 183
2024
Q3 		$240K Buy
+4,242
New +$240K 0.1% 199
2024
Q2 		– Sell
-4,329
Closed -$251K – 212
2024
Q1 		$251K Sell
4,329
-225
-5% -$11.8K 0.13% 166
2023
Q4 		$224K Buy
+4,554
New +$197K 0.13% 170
2023
Q3 		– Sell
-5,230
Closed -$223K – 192
2023
Q2 		$223K Sell
5,230
-206
-4% -$8.29K 0.15% 159
2023
Q1 		$203K Sell
5,436
-418
-7% -$18.2K 0.15% 160
2022
Q4 		$242K Sell
5,854
-263
-4% -$11.6K 0.19% 129
2022
Q3 		$246K Sell
6,117
-108
-2% -$4.64K 0.2% 126
2022
Q2 		$244K Sell
6,225
-61
-1% -$2.68K 0.19% 136
2022
Q1 		$305K Sell
6,286
-258
-4% -$13.8K 0.21% 120
2021
Q4 		$314K Sell
6,544
-721
-10% -$35.5K 0.2% 124
2021
Q3 		$337K Sell
7,265
-999
-12% -$46.2K 0.24% 107
2021
Q2 		$374K Sell
8,264
-849
-9% -$37.9K 0.26% 96
2021
Q1 		$356K Buy
9,113
+92
+1% +$3.26K 0.26% 97
2020
Q4 		$272K Sell
9,021
-376
-4% -$9.73K 0.21% 115
2020
Q3 		$221K Buy
9,397
+1,021
+12% +$25.2K 0.19% 112
2020
Q2 		$214K Buy
+8,376
New +$229K 0.2% 107
2018
Q3 		– Sell
-955
Closed -$54K – 448
2018
Q2 		$54K Hold
955
– – 0.05% 264
2018
Q1 		$50K Sell
955
-250
-21% -$14.9K 0.04% 268
2017
Q4 		$75K Buy
+1,205
New +$68.1K 0.07% 202

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Acorn Wealth Advisors's WFC Position: Q4 2025 in Review

Acorn Wealth Advisors sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 3,284 shares — an estimated $275K sold.

Acorn Wealth Advisors first reported a position in WFC in Q4 2017 and held it in 23 quarters. The position peaked at $374K in Q2 2021. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Acorn Wealth Advisors reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
  • Acorn Wealth Advisors sold 3,284 Wells Fargo shares in Q4 2025, an estimated $275K.
  • Acorn Wealth Advisors first reported a position in Wells Fargo in Q4 2017 and held it in 23 quarters.
  • Acorn Wealth Advisors's Wells Fargo position peaked at $374K in Q2 2021.
  • 2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Acorn Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.