Blue Barn Wealth’s Wells Fargo WFC Stock Holding History

Blue Barn 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	$415K	Sell	4,451 -2,614	-37%	-$227K	0.6%	22
2025 Q3	$592K	Buy	7,065 +1,323	+23%	+$107K	0.26%	54
2025 Q2	$460K	Buy	5,742 +755	+15%	+$54.4K	0.22%	71
2025 Q1	$358K	Sell	4,987 -67	-1%	-$5.03K	0.19%	83
2024 Q4	$355K	Sell	5,054 -741	-13%	-$50.6K	0.19%	84
2024 Q3	$327K	Sell	5,795 -17	-0.3%	-$961	0.17%	89
2024 Q2	$345K	Buy	5,812 +315	+6%	+$18.6K	0.19%	79
2024 Q1	$319K	Sell	5,497 -3,368	-38%	-$176K	0.18%	83
2023 Q4	$436K	Sell	8,865 -2,486	-22%	-$107K	0.26%	64
2023 Q3	$464K	Buy	11,351 +4,204	+59%	+$182K	0.3%	59
2023 Q2	$305K	Sell	7,147 -69	-1%	-$2.78K	0.2%	86
2023 Q1	$270K	Buy	+7,216	New	+$315K	0.17%	96

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

Blue Barn Wealth's WFC Position: Q4 2025 in Review

Blue Barn Wealth reduced its Wells Fargo (WFC) stake by 37% in Q4 2025, selling an estimated $227K and leaving 4,451 shares worth $415K. The position accounts for 0.6% of the portfolio, ranked #22.

Blue Barn Wealth first reported a position in WFC in Q1 2023 and has held it in 12 quarters since. The position peaked at $592K in Q3 2025. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Blue Barn Wealth held 4,451 shares of Wells Fargo worth $415K as of Q4 2025.
Blue Barn Wealth sold 2,614 Wells Fargo shares in Q4 2025, an estimated $227K.
Wells Fargo made up 0.6% of Blue Barn Wealth's portfolio in Q4 2025, its #22 holding.
Blue Barn Wealth first reported a position in Wells Fargo in Q1 2023 and has held it in 12 quarters since.
Blue Barn Wealth's Wells Fargo position peaked at $592K in Q3 2025.
2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.