Columbia River Financial Group’s Wells Fargo WFC Stock Holding History

Columbia River 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 Q2	–	Sell	-191	Closed	-$13K	–	117
2025 Q1	$13K	Buy	+191	New	+$14.3K	0.01%	119

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 River Financial Group's WFC Position: Q2 2025 in Review

Columbia River Financial Group sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 191 shares — an estimated $13K sold.

Columbia River Financial Group first reported a position in WFC in Q1 2025 and held it in 1 quarter. The position peaked at $13K in Q1 2025. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Columbia River Financial Group reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
Columbia River Financial Group sold 191 Wells Fargo shares in Q2 2025, an estimated $13K.
Columbia River Financial Group first reported a position in Wells Fargo in Q1 2025 and held it in 1 quarter.
Columbia River Financial Group's Wells Fargo position peaked at $13K in Q1 2025.
2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.