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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 – 575
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 – 471
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
State Street
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
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