Columbia Asset Management’s Wells Fargo WFC Stock Holding History

Columbia Asset Management’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	-11,000	Closed	-$11K	–	234
2025 Q1	$11K	Hold	11,000	–	–	﹤0.01%	229
2024 Q4	$11K	Buy	+11,000	New	+$751K	﹤0.01%	262

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Columbia Asset Management's WFC Position: Q2 2025 in Review

Columbia Asset Management sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 43 shares — an estimated $3.09K sold.

Columbia Asset Management first reported a position in WFC in Q4 2013 and held it in 32 quarters. The position peaked at $1.66M in Q2 2014. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Columbia Asset Management reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
Columbia Asset Management sold 43 Wells Fargo shares in Q2 2025, an estimated $3.09K.
Columbia Asset Management first reported a position in Wells Fargo in Q4 2013 and held it in 32 quarters.
Columbia Asset Management's Wells Fargo position peaked at $1.66M in Q2 2014.
2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Columbia Asset Management's 13F filing for Q2 2025, filed 18 Jul 2025.