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Bard Financial Services’s Wells Fargo WFC Stock Holding History

Bard Financial Services’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 		$5.25M Sell
62,580
-7,895
-11% -$640K 0.58% 50
2025
Q2 		$5.65M Sell
70,475
-2,040
-3% -$147K 0.67% 44
2025
Q1 		$5.21M Sell
72,515
-3,315
-4% -$249K 0.64% 48
2024
Q4 		$5.33M Sell
75,830
-12,525
-14% -$855K 0.64% 43
2024
Q3 		$4.99M Sell
88,355
-11,805
-12% -$668K 0.59% 47
2024
Q2 		$5.95M Sell
100,160
-3,950
-4% -$233K 0.62% 44
2024
Q1 		$6.03M Sell
104,110
-15,250
-13% -$798K 0.64% 43
2023
Q4 		$5.87M Buy
119,360
+6,520
+6% +$281K 0.66% 41
2023
Q3 		$4.61M Buy
112,840
+395
+0.4% +$17.1K 0.57% 47
2023
Q2 		$4.8M Buy
112,445
+26,250
+30% +$1.06M 0.36% 69
2023
Q1 		$3.22M Sell
86,195
-4,420
-5% -$193K 0.26% 86
2022
Q4 		$3.74M Sell
90,615
-19,775
-18% -$875K 0.32% 78
2022
Q3 		$4.44M Sell
110,390
-500
-0.5% -$21.5K 0.42% 57
2022
Q2 		$4.34M Sell
110,890
-2,550
-2% -$112K 0.4% 63
2022
Q1 		$5.5M Sell
113,440
-16,450
-13% -$880K 0.45% 58
2021
Q4 		$6.23M Sell
129,890
-13,525
-9% -$666K 0.5% 55
2021
Q3 		$6.66M Sell
143,415
-1,245
-0.9% -$57.6K 0.59% 50
2021
Q2 		$6.55M Sell
144,660
-705
-0.5% -$31.5K 0.58% 50
2021
Q1 		$5.68M Sell
145,365
-2,800
-2% -$99.1K 0.55% 53
2020
Q4 		$4.47M Buy
+148,165
New +$3.84M 0.45% 56

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

Bard Financial Services's WFC Position: Q3 2025 in Review

Bard Financial Services reduced its Wells Fargo (WFC) stake by 11% in Q3 2025, selling an estimated $640K and leaving 62,580 shares worth $5.25M. The position accounts for 0.58% of the portfolio, ranked #50.

Bard Financial Services first reported a position in WFC in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.66M in Q3 2021. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Bard Financial Services held 62,580 shares of Wells Fargo worth $5.25M as of Q3 2025.
  • Bard Financial Services sold 7,895 Wells Fargo shares in Q3 2025, an estimated $640K.
  • Wells Fargo made up 0.58% of Bard Financial Services's portfolio in Q3 2025, its #50 holding.
  • Bard Financial Services first reported a position in Wells Fargo in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Wells Fargo position peaked at $6.66M in Q3 2021.
  • 2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.