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 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

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

JP Morgan Chase

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 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

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return