ASB Consultores’s Wells Fargo WFC Stock Holding History

ASB Consultores’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	–	Sell	-8,235	Closed	-$660K	–	143
2025 Q2	$660K	Buy	8,235 +1,762	+27%	+$127K	0.44%	37
2025 Q1	$465K	Sell	6,473 -5,157	-44%	-$387K	0.3%	46
2024 Q4	$817K	Sell	11,630 -388	-3%	-$26.5K	0.34%	47
2024 Q3	$679K	Sell	12,018 -363	-3%	-$20.5K	0.27%	58
2024 Q2	$735K	Sell	12,381 -11,520	-48%	-$680K	0.26%	44
2024 Q1	$1.39M	Buy	+23,901	New	+$1.25M	0.36%	32
2023 Q4	–	Sell	-6,476	Closed	-$265K	–	163
2023 Q3	$265K	Sell	6,476 -3,379	-34%	-$146K	0.1%	100
2023 Q2	$421K	Buy	9,855 +946	+11%	+$38.1K	0.2%	98
2023 Q1	$333K	Sell	8,909 -824	-8%	-$35.9K	0.13%	118
2022 Q4	$402K	Buy	9,733 +1,050	+12%	+$46.5K	0.17%	93
2022 Q3	$349K	Buy	8,683 +1,315	+18%	+$56.5K	0.16%	100
2022 Q2	$289K	Buy	+7,368	New	+$323K	0.13%	113

Other funds holding WFC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 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

State Farm Mutual Automobile Insurance

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