Bellwether Advisors’s Wells Fargo WFC Stock Holding History

Bellwether Advisors’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	-1,392	Closed	-$112K	–	574
2025 Q2	$112K	Buy	1,392 +157	+13%	+$11.3K	0.02%	160
2025 Q1	$88.7K	Hold	1,235	–	–	0.02%	182
2024 Q4	$86.7K	Buy	+1,235	New	+$84.3K	0.02%	191
2023 Q2	–	Sell	-172	Closed	-$6.43K	–	449
2023 Q1	$6.43K	Hold	172	–	–	﹤0.01%	298
2022 Q4	$7.1K	Sell	172 -572	-77%	-$25.3K	﹤0.01%	291
2022 Q3	$29K	Buy	744 +125	+20%	+$5.37K	0.01%	197
2022 Q2	$24K	Hold	619	–	–	0.01%	206
2022 Q1	$29K	Sell	619 -100	-14%	-$5.35K	0.01%	227
2021 Q4	$34K	Hold	719	–	–	0.01%	227
2021 Q3	$33K	Hold	719	–	–	0.01%	219
2021 Q2	$32K	Hold	719	–	–	0.01%	200
2021 Q1	$28K	Buy	719 +455	+172%	+$16.1K	0.01%	188
2020 Q4	$7K	Buy	+264	New	+$6.83K	﹤0.01%	257

Other funds holding WFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bellwether Advisors's WFC Position: Q3 2025 in Review

Bellwether Advisors sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 1,392 shares — an estimated $112K sold.

Bellwether Advisors first reported a position in WFC in Q4 2020 and held it in 13 quarters. The position peaked at $112K in Q2 2025. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

Bellwether Advisors reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 1,392 Wells Fargo shares in Q3 2025, an estimated $112K.
Bellwether Advisors first reported a position in Wells Fargo in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Wells Fargo position peaked at $112K in Q2 2025.
2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.