Advisor Resource Council’s Wells Fargo WFC Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-4,536	Closed	-$326K	–	603
2025 Q1	$326K	Buy	+4,536	New	+$341K	0.03%	451
2022 Q3	–	Sell	-6,256	Closed	-$245K	–	515
2022 Q2	$245K	Buy	+6,256	New	+$275K	0.02%	417
2022 Q1	–	Sell	-5,310	Closed	-$255K	–	563
2021 Q4	$255K	Buy	+5,310	New	+$261K	0.02%	490
2021 Q3	–	Sell	-4,717	Closed	-$214K	–	507
2021 Q2	$214K	Buy	+4,717	New	+$211K	0.02%	460

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisor Resource Council's WFC Position: Q2 2025 in Review

Advisor Resource Council sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 4,536 shares — an estimated $326K sold.

Advisor Resource Council first reported a position in WFC in Q2 2021 and held it in 4 quarters. The position peaked at $326K in Q1 2025. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Advisor Resource Council reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 4,536 Wells Fargo shares in Q2 2025, an estimated $326K.
Advisor Resource Council first reported a position in Wells Fargo in Q2 2021 and held it in 4 quarters.
Advisor Resource Council's Wells Fargo position peaked at $326K in Q1 2025.
2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.