AllSquare Wealth Management’s Wells Fargo WFC Stock Holding History

AllSquare Wealth 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 Q3	$50.3K	Hold	600	–	–	0.03%	234
2025 Q2	$48.1K	Hold	600	–	–	0.03%	228
2025 Q1	$43.1K	Hold	600	–	–	0.03%	223
2024 Q4	$42.1K	Hold	600	–	–	0.02%	228
2024 Q3	$33.9K	Hold	600	–	–	0.02%	252
2024 Q2	$35.6K	Hold	600	–	–	0.02%	243
2024 Q1	$34.8K	Hold	600	–	–	0.02%	248
2023 Q4	$29.5K	Hold	600	–	–	0.02%	264
2023 Q3	$24.5K	Sell	600 -6	-1%	-$259	0.02%	274
2023 Q2	$24.8K	Hold	606	–	–	0.02%	281
2023 Q1	$22.7K	Hold	606	–	–	0.01%	290
2022 Q4	$25K	Hold	606	–	–	0.02%	271
2022 Q3	$24K	Hold	606	–	–	0.02%	265
2022 Q2	$24K	Hold	606	–	–	0.02%	273
2022 Q1	$29K	Buy	606 +6	+1%	+$321	0.02%	276
2021 Q4	$29K	Hold	600	–	–	0.02%	289
2021 Q3	$28K	Sell	600 -1,200	-67%	-$55.5K	0.02%	284
2021 Q2	$82K	Buy	1,800 +300	+20%	+$13.4K	0.05%	183
2021 Q1	$59K	Buy	1,500 +900	+150%	+$31.9K	0.04%	205
2020 Q4	$18K	Sell	600 -1,700	-74%	-$44K	0.01%	291
2020 Q3	$54K	Hold	2,300	–	–	0.04%	183
2020 Q2	$59K	Buy	2,300 +2,100	+1,050%	+$57.5K	0.04%	166
2020 Q1	$6K	Sell	200 -371	-65%	-$15.8K	0.01%	357
2019 Q4	$31K	Buy	+571	New	+$29.9K	0.02%	234
2019 Q3	–	Sell	-239	Closed	-$11K	–	477
2019 Q2	$11K	Hold	239	–	–	0.01%	330
2019 Q1	$12K	Hold	239	–	–	0.01%	313
2018 Q4	$11K	Sell	239 -1,850	-89%	-$94.8K	0.01%	302
2018 Q3	$110K	Hold	2,089	–	–	0.08%	113
2018 Q2	$116K	Sell	2,089 -800	-28%	-$42.9K	0.09%	111
2018 Q1	$151K	Sell	2,889 -1,250	-30%	-$74.3K	0.12%	86
2017 Q4	$251K	Hold	4,139	–	–	0.2%	60
2017 Q3	$228K	Sell	4,139 -500	-11%	-$26.6K	0.19%	62
2017 Q2	$257K	Sell	4,639 -400	-8%	-$21.4K	0.26%	38
2017 Q1	$280K	Sell	5,039 -2,250	-31%	-$128K	0.25%	53
2016 Q4	$402K	Buy	7,289 +3,678	+102%	+$185K	0.37%	36
2016 Q3	$160K	Buy	3,611 +2,000	+124%	+$95.7K	0.15%	60
2016 Q2	$76K	Sell	1,611 -1,125	-41%	-$54.8K	0.08%	90
2016 Q1	$132K	Buy	2,736 +415	+18%	+$20.3K	0.13%	63
2015 Q4	$126K	Sell	2,321 -8	-0.3%	-$434	0.13%	67
2015 Q3	$120K	Sell	2,329 -75	-3%	-$4.12K	0.12%	64
2015 Q2	$135K	Hold	2,404	–	–	0.13%	68
2015 Q1	$131K	Buy	2,404 +34	+1%	+$1.84K	0.13%	72
2014 Q4	$130K	Buy	+2,370	New	+$125K	0.13%	69

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

AllSquare Wealth Management's WFC Position: Q3 2025 in Review

AllSquare Wealth Management held its Wells Fargo (WFC) position steady in Q3 2025 at 600 shares worth $50.3K. The position accounts for 0.03% of the portfolio, ranked #234.

AllSquare Wealth Management first reported a position in WFC in Q4 2014 and has held it in 43 quarters since. The position peaked at $402K in Q4 2016. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

AllSquare Wealth Management held 600 shares of Wells Fargo worth $50.3K as of Q3 2025.
AllSquare Wealth Management left its Wells Fargo share count unchanged in Q3 2025.
Wells Fargo made up 0.03% of AllSquare Wealth Management's portfolio in Q3 2025, its #234 holding.
AllSquare Wealth Management first reported a position in Wells Fargo in Q4 2014 and has held it in 43 quarters since.
AllSquare Wealth Management's Wells Fargo position peaked at $402K in Q4 2016.
2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.