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Advanced Portfolio Management’s Wells Fargo WFC Stock Holding History

Advanced Portfolio 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
2025
Q4 		$478K Buy
5,130
+84
+2% +$7.29K 1.46% 24
2025
Q3 		$427K Sell
5,046
-17,500
-78% -$1.42M 1.11% 25
2025
Q2 		$1.81M Buy
22,546
+17,500
+347% +$1.26M 5.05% 3
2025
Q1 		$362K Buy
+5,046
New +$379K 0.73% 34

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advanced Portfolio Management's WFC Position: Q4 2025 in Review

Advanced Portfolio Management increased its Wells Fargo (WFC) stake by 1.7% in Q4 2025, buying an estimated $7.29K and bringing the position to 5,130 shares worth $478K. The position accounts for 1.46% of the portfolio, ranked #24.

Advanced Portfolio Management first reported a position in WFC in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.81M in Q2 2025. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Advanced Portfolio Management held 5,130 shares of Wells Fargo worth $478K as of Q4 2025.
  • Advanced Portfolio Management bought 84 Wells Fargo shares in Q4 2025, an estimated $7.29K.
  • Wells Fargo made up 1.46% of Advanced Portfolio Management's portfolio in Q4 2025, its #24 holding.
  • Advanced Portfolio Management first reported a position in Wells Fargo in Q1 2025 and has held it in 4 quarters since.
  • Advanced Portfolio Management's Wells Fargo position peaked at $1.81M in Q2 2025.
  • 2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.