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Atticus Wealth Management’s Wells Fargo WFC Stock Holding History

Atticus 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 		– Sell
-1,094
Closed -$87.7K – 643
2025
Q2 		$87.7K Buy
1,094
+44
+4% +$3.17K 0.02% 257
2025
Q1 		$75.4K Hold
1,050
– – 0.02% 194
2024
Q4 		$73.8K Sell
1,050
-416
-28% -$28.4K 0.02% 198
2024
Q3 		$82.8K Buy
1,466
+416
+40% +$23.5K 0.03% 188
2024
Q2 		$62.4K Hold
1,050
– – 0.02% 215
2024
Q1 		$60.9K Hold
1,050
– – 0.02% 223
2023
Q4 		$51.7K Hold
1,050
– – 0.02% 243
2023
Q3 		$42.9K Hold
1,050
– – 0.02% 264
2023
Q2 		$44.8K Hold
1,050
– – 0.02% 270
2023
Q1 		$39.2K Sell
1,050
-2,500
-70% -$109K 0.02% 272
2022
Q4 		$147K Sell
3,550
-60
-2% -$2.66K 0.06% 148
2022
Q3 		$141K Hold
3,610
– – 0.07% 140
2022
Q2 		$141K Sell
3,610
-1,050
-23% -$46.1K 0.06% 157
2022
Q1 		$226K Buy
4,660
+2,560
+122% +$137K 0.08% 136
2021
Q4 		$101K Hold
2,100
– – 0.04% 168
2021
Q3 		$97K Hold
2,100
– – 0.04% 172
2021
Q2 		$95K Hold
2,100
– – 0.04% 174
2021
Q1 		$82K Hold
2,100
– – 0.04% 172
2020
Q4 		$63K Sell
2,100
-1,245
-37% -$32.2K 0.03% 190
2020
Q3 		$79K Sell
3,345
-1,000
-23% -$24.6K 0.05% 150
2020
Q2 		$111K Buy
4,345
+938
+28% +$25.7K 0.07% 123
2020
Q1 		$98K Sell
3,407
-2,407
-41% -$102K 0.08% 119
2019
Q4 		$313K Buy
+5,814
New +$305K 0.2% 65

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Atticus Wealth Management sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 1,094 shares — an estimated $87.7K sold.

Atticus Wealth Management first reported a position in WFC in Q4 2019 and held it in 23 quarters. The position peaked at $313K in Q4 2019. 2,661 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Atticus Wealth Management reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 1,094 Wells Fargo shares in Q3 2025, an estimated $87.7K.
  • Atticus Wealth Management first reported a position in Wells Fargo in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Wells Fargo position peaked at $313K in Q4 2019.
  • 2,661 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.