Bright Futures Wealth Management’s Wells Fargo WFC Stock Holding History

Bright Futures 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 Q1	–	Sell	-2,627	Closed	-$206K	–	127
2024 Q4	$206K	Sell	2,627 -616	-19%	-$42.1K	0.18%	117
2024 Q3	$212K	Buy	+3,243	New	+$183K	0.1%	210

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bright Futures Wealth Management's WFC Position: Q1 2025 in Review

Bright Futures Wealth Management sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 2,627 shares — an estimated $206K sold.

Bright Futures Wealth Management first reported a position in WFC in Q3 2024 and held it in 2 quarters. The position peaked at $212K in Q3 2024. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Bright Futures Wealth Management reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Bright Futures Wealth Management sold 2,627 Wells Fargo shares in Q1 2025, an estimated $206K.
Bright Futures Wealth Management first reported a position in Wells Fargo in Q3 2024 and held it in 2 quarters.
Bright Futures Wealth Management's Wells Fargo position peaked at $212K in Q3 2024.
2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Bright Futures Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.