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	$93.2K	Buy	+1,000	New	+$86.8K	0.01%	294

Other funds holding WFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.