BFS
WFC icon

Burkett Financial Services’s Wells Fargo WFC Stock Holding History

Burkett Financial 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
Q3 		– Sell
-91
Closed -$7.28K – 239
2025
Q2 		$7.28K Buy
91
+1
+1% +$72 ﹤0.01% 156
2025
Q1 		$6.49K Hold
90
– – ﹤0.01% 179
2024
Q4 		$6.32K Buy
90
+1
+1% +$68 ﹤0.01% 154
2024
Q3 		$5.05K Hold
89
– – ﹤0.01% 153
2024
Q2 		$5.28K Buy
89
+1
+1% +$59 ﹤0.01% 150
2024
Q1 		$5.12K Hold
88
– – ﹤0.01% 154
2023
Q4 		$4.32K Buy
+88
New +$3.8K ﹤0.01% 156

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Burkett Financial Services's WFC Position: Q3 2025 in Review

Burkett Financial Services sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 91 shares — an estimated $7.28K sold.

Burkett Financial Services first reported a position in WFC in Q4 2023 and held it in 7 quarters. The position peaked at $7.28K in Q2 2025. 2,662 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Burkett Financial Services reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • Burkett Financial Services sold 91 Wells Fargo shares in Q3 2025, an estimated $7.28K.
  • Burkett Financial Services first reported a position in Wells Fargo in Q4 2023 and held it in 7 quarters.
  • Burkett Financial Services's Wells Fargo position peaked at $7.28K in Q2 2025.
  • 2,662 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Burkett Financial Services's 13F filing for Q3 2025, filed 24 Nov 2025.