Brueske Advisory Services’s Wells Fargo WFC Stock Holding History

Brueske Advisory Services’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	–	Sell	-7,433	Closed	-$623K	–	55
2025 Q3	$623K	Buy	7,433 +98	+1%	+$7.95K	0.34%	36
2025 Q2	$588K	Buy	7,335 +37	+0.5%	+$2.67K	0.4%	37
2025 Q1	$524K	Buy	7,298 +18	+0.2%	+$1.35K	0.5%	33
2024 Q4	$511K	Buy	+7,280	New	+$497K	0.45%	34

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

Brueske Advisory Services's WFC Position: Q4 2025 in Review

Brueske Advisory Services sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 7,433 shares — an estimated $623K sold.

Brueske Advisory Services first reported a position in WFC in Q4 2024 and held it in 4 quarters. The position peaked at $623K in Q3 2025. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Brueske Advisory Services reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Brueske Advisory Services sold 7,433 Wells Fargo shares in Q4 2025, an estimated $623K.
Brueske Advisory Services first reported a position in Wells Fargo in Q4 2024 and held it in 4 quarters.
Brueske Advisory Services's Wells Fargo position peaked at $623K in Q3 2025.
2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Brueske Advisory Services's 13F filing for Q4 2025.