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Austin Private Wealth’s Wells Fargo WFC Stock Holding History

Austin Private 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
Q4 		$769K Sell
8,253
-352
-4% -$30.6K 0.06% 129
2025
Q3 		$721K Buy
8,605
+278
+3% +$22.5K 0.05% 140
2025
Q2 		$667K Buy
8,327
+1,492
+22% +$108K 0.05% 146
2025
Q1 		$491K Buy
6,835
+563
+9% +$42.3K 0.04% 167
2024
Q4 		$441K Buy
+6,272
New +$428K 0.04% 154

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

Austin Private Wealth's WFC Position: Q4 2025 in Review

Austin Private Wealth reduced its Wells Fargo (WFC) stake by 4.1% in Q4 2025, selling an estimated $30.6K and leaving 8,253 shares worth $769K. The position accounts for 0.06% of the portfolio, ranked #129.

Austin Private Wealth first reported a position in WFC in Q4 2024 and has held it in 5 quarters since. 2,897 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Austin Private Wealth held 8,253 shares of Wells Fargo worth $769K as of Q4 2025.
  • Austin Private Wealth sold 352 Wells Fargo shares in Q4 2025, an estimated $30.6K.
  • Wells Fargo made up 0.06% of Austin Private Wealth's portfolio in Q4 2025, its #129 holding.
  • Austin Private Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 5 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.