Bordeaux Wealth Advisors’s Wells Fargo WFC Stock Holding History

Bordeaux Wealth 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 Q2	$240K	Sell	2,993 -296	-9%	-$21.3K	0.03%	144
2025 Q1	$236K	Sell	3,289 -263	-7%	-$19.7K	0.04%	139
2024 Q4	$249K	Buy	+3,552	New	+$243K	0.04%	133
2024 Q3	–	Sell	-6,517	Closed	-$387K	–	163
2024 Q2	$387K	Buy	+6,517	New	+$385K	0.07%	95
2023 Q3	–	Sell	-8,629	Closed	-$368K	–	105
2023 Q2	$368K	Sell	8,629 -704	-8%	-$28.3K	0.15%	70
2023 Q1	$349K	Buy	9,333 +517	+6%	+$22.5K	0.18%	78
2022 Q4	$364K	Buy	8,816 +37	+0.4%	+$1.64K	0.2%	64
2022 Q3	$353K	Sell	8,779 -1,311	-13%	-$56.3K	0.22%	59
2022 Q2	$395K	Sell	10,090 -136	-1%	-$5.97K	0.27%	56
2022 Q1	$496K	Buy	10,226 +2,273	+29%	+$122K	0.27%	58
2021 Q4	$382K	Buy	7,953 +2,568	+48%	+$126K	0.18%	70
2021 Q3	$250K	Buy	5,385 +760	+16%	+$35.2K	0.14%	68
2021 Q2	$209K	Buy	+4,625	New	+$207K	0.12%	70

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

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 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bordeaux Wealth Advisors's WFC Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Wells Fargo (WFC) stake by 9% in Q2 2025, selling an estimated $21.3K and leaving 2,993 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #144.

Bordeaux Wealth Advisors first reported a position in WFC in Q2 2021 and has held it in 13 quarters since. The position peaked at $496K in Q1 2022. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Bordeaux Wealth Advisors held 2,993 shares of Wells Fargo worth $240K as of Q2 2025.
Bordeaux Wealth Advisors sold 296 Wells Fargo shares in Q2 2025, an estimated $21.3K.
Wells Fargo made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #144 holding.
Bordeaux Wealth Advisors first reported a position in Wells Fargo in Q2 2021 and has held it in 13 quarters since.
Bordeaux Wealth Advisors's Wells Fargo position peaked at $496K in Q1 2022.
2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.