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Buttonwood Financial Advisors’s Wells Fargo WFC Stock Holding History

Buttonwood Financial 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 		– Sell
-3,315
Closed -$238K – 101
2025
Q1 		$238K Sell
3,315
-77
-2% -$5.78K 0.1% 92
2024
Q4 		$238K Buy
+3,392
New +$232K 0.1% 92
2024
Q3 		– Sell
-3,518
Closed -$209K – 101
2024
Q2 		$209K Sell
3,518
-1
-0% -$59 0.1% 97
2024
Q1 		$204K Buy
+3,519
New +$184K 0.1% 102
2023
Q1 		– Sell
-7,237
Closed -$299K – 72
2022
Q4 		$299K Buy
7,237
+66
+0.9% +$2.92K 0.25% 63
2022
Q3 		$304K Buy
7,171
+241
+3% +$10.4K 0.27% 60
2022
Q2 		$271K Buy
6,930
+1,852
+36% +$81.3K 0.24% 63
2022
Q1 		$246K Buy
5,078
+357
+8% +$19.1K 0.22% 62
2021
Q4 		$227K Buy
+4,721
New +$232K 0.22% 49

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Buttonwood Financial Advisors's WFC Position: Q2 2025 in Review

Buttonwood Financial Advisors sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 3,315 shares — an estimated $238K sold.

Buttonwood Financial Advisors first reported a position in WFC in Q4 2021 and held it in 9 quarters. The position peaked at $304K in Q3 2022. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Buttonwood Financial Advisors reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • Buttonwood Financial Advisors sold 3,315 Wells Fargo shares in Q2 2025, an estimated $238K.
  • Buttonwood Financial Advisors first reported a position in Wells Fargo in Q4 2021 and held it in 9 quarters.
  • Buttonwood Financial Advisors's Wells Fargo position peaked at $304K in Q3 2022.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.