ABWM
WFC icon

Alpine Bank Wealth Management’s Wells Fargo WFC Stock Holding History

Alpine Bank 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
Q4 		– Sell
-405
Closed -$33.9K – 403
2025
Q3 		$33.9K Sell
405
-428
-51% -$34.7K ﹤0.01% 256
2025
Q2 		$66.7K Hold
833
– – 0.01% 225
2025
Q1 		$59.8K Buy
+833
New +$62.5K 0.01% 218
2024
Q3 		$8.4M Buy
+148,733
New +$8.41M 1.34% 13

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

Alpine Bank Wealth Management's WFC Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 405 shares — an estimated $33.9K sold.

Alpine Bank Wealth Management first reported a position in WFC in Q3 2024 and held it in 4 quarters. The position peaked at $8.4M in Q3 2024. 2,897 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 405 Wells Fargo shares in Q4 2025, an estimated $33.9K.
  • Alpine Bank Wealth Management first reported a position in Wells Fargo in Q3 2024 and held it in 4 quarters.
  • Alpine Bank Wealth Management's Wells Fargo position peaked at $8.4M in Q3 2024.
  • 2,897 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.