Atlas Wealth’s Wells Fargo WFC Stock Holding History

Atlas Wealth’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	-10,523	Closed	-$858K	–	120
2025 Q2	$858K	Hold	10,523	–	–	0.31%	51
2025 Q1	$755K	Hold	10,523	–	–	0.29%	48
2024 Q4	$739K	Buy	+10,523	New	+$718K	0.28%	51

Other funds holding WFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Atlas Wealth's WFC Position: Q3 2025 in Review

Atlas Wealth sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 10,523 shares — an estimated $858K sold.

Atlas Wealth first reported a position in WFC in Q4 2024 and held it in 3 quarters. The position peaked at $858K in Q2 2025. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

Atlas Wealth reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
Atlas Wealth sold 10,523 Wells Fargo shares in Q3 2025, an estimated $858K.
Atlas Wealth first reported a position in Wells Fargo in Q4 2024 and held it in 3 quarters.
Atlas Wealth's Wells Fargo position peaked at $858K in Q2 2025.
2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Atlas Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.