Carter Financial Group’s Wells Fargo WFC Stock Holding History

Carter Financial Group’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	-2,547	Closed	-$214K	–	134
2025 Q3	$214K	Buy	+2,547	New	+$207K	0.13%	109

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

Carter Financial Group's WFC Position: Q4 2025 in Review

Carter Financial Group sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 2,547 shares — an estimated $214K sold.

Carter Financial Group first reported a position in WFC in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 2,897 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Carter Financial Group reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Carter Financial Group sold 2,547 Wells Fargo shares in Q4 2025, an estimated $214K.
Carter Financial Group first reported a position in Wells Fargo in Q3 2025 and held it in 1 quarter.
Carter Financial Group's Wells Fargo position peaked at $214K in Q3 2025.
2,897 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Carter Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.