Canandaigua National Trust of Florida’s Wells Fargo WFC Stock Holding History

Canandaigua National Trust of Florida’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	-5,058	Closed	-$355K	–	125
2024 Q4	$355K	Buy	+5,058	New	+$345K	0.28%	85

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Canandaigua National Trust of Florida's WFC Position: Q1 2025 in Review

Canandaigua National Trust of Florida sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 5,058 shares — an estimated $355K sold.

Canandaigua National Trust of Florida first reported a position in WFC in Q4 2024 and held it in 1 quarter. The position peaked at $355K in Q4 2024. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Canandaigua National Trust of Florida reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Canandaigua National Trust of Florida sold 5,058 Wells Fargo shares in Q1 2025, an estimated $355K.
Canandaigua National Trust of Florida first reported a position in Wells Fargo in Q4 2024 and held it in 1 quarter.
Canandaigua National Trust of Florida's Wells Fargo position peaked at $355K in Q4 2024.
2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2025, filed 25 Apr 2025.