Brass Tax Wealth Management’s Wells Fargo WFC Stock Holding History

Brass Tax Wealth Management’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	$208K	Buy	+2,483	New	+$201K	0.03%	235

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Brass Tax Wealth Management's WFC Position: Q3 2025 in Review

Brass Tax Wealth Management opened a new position in Wells Fargo (WFC) in Q3 2025: 2,483 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #235 among its holdings.

2,657 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

Brass Tax Wealth Management held 2,483 shares of Wells Fargo worth $208K as of Q3 2025.
Wells Fargo was a new Brass Tax Wealth Management position in Q3 2025.
Wells Fargo made up 0.03% of Brass Tax Wealth Management's portfolio in Q3 2025, its #235 holding.
2,657 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.