Allegheny Financial Group’s Wells Fargo WFC Stock Holding History

Allegheny Financial Group’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	$422K	Sell	5,297 -506	-9%	-$43.5K	0.06%	169
2025 Q4	$541K	Buy	5,803 +125	+2%	+$10.9K	0.08%	147
2025 Q3	$476K	Sell	5,678 -302	-5%	-$24.5K	0.09%	142
2025 Q2	$479K	Buy	5,980 +32	+0.5%	+$2.31K	0.11%	140
2025 Q1	$427K	Sell	5,948 -399	-6%	-$30K	0.11%	142
2024 Q4	$446K	Buy	6,347 +103	+2%	+$7.03K	0.11%	138
2024 Q3	$353K	Buy	6,244 +3	+0%	+$170	0.09%	176
2024 Q2	$371K	Sell	6,241 -24	-0.4%	-$1.42K	0.11%	157
2024 Q1	$363K	Buy	6,265 +593	+10%	+$31K	0.11%	143
2023 Q4	$279K	Buy	5,672 +3	+0.1%	+$129	0.09%	172
2023 Q3	$232K	Buy	+5,669	New	+$245K	0.09%	167
2023 Q2	–	Sell	-5,663	Closed	-$212K	–	165
2023 Q1	$212K	Buy	5,663 +2	+0%	+$87	0.09%	153
2022 Q4	$234K	Buy	5,661 +411	+8%	+$18.2K	0.1%	148
2022 Q3	$211K	Buy	5,250 +152	+3%	+$6.53K	0.1%	144
2022 Q2	$200K	Buy	+5,098	New	+$224K	0.09%	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