Congress Wealth Management’s Wells Fargo WFC Stock Holding History

Congress Wealth 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	$2.89M	Buy	36,034 +7,380	+26%	+$532K	0.03%	496
2025 Q1	$2.08M	Buy	28,654 +21,202	+285%	+$1.59M	0.03%	487
2024 Q4	$524K	Buy	7,452 +1,091	+17%	+$74.5K	0.01%	632
2024 Q3	$359K	Buy	6,361 +1,062	+20%	+$60.1K	﹤0.01%	698
2024 Q2	$315K	Sell	5,299 -19,213	-78%	-$1.13M	0.01%	605
2024 Q1	$1.42M	Buy	24,512 +1,796	+8%	+$94K	0.02%	345
2023 Q4	$1.12M	Sell	22,716 -10	-0%	-$432	0.02%	380
2023 Q3	$929K	Sell	22,726 -511	-2%	-$22.1K	0.02%	384
2023 Q2	$992K	Sell	23,237 -311	-1%	-$12.5K	0.02%	342
2023 Q1	$880K	Buy	23,548 +5,608	+31%	+$244K	0.02%	357
2022 Q4	$741K	Buy	+17,940	New	+$794K	0.02%	365
2022 Q1	–	Sell	-29,929	Closed	-$1.44M	–	650
2021 Q4	$1.44M	Buy	+29,929	New	+$1.47M	0.03%	333

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 $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's WFC Position: Q2 2025 in Review

Congress Wealth Management increased its Wells Fargo (WFC) stake by 26% in Q2 2025, buying an estimated $532K and bringing the position to 36,034 shares worth $2.89M. The position accounts for 0.03% of the portfolio, ranked #496.

Congress Wealth Management first reported a position in WFC in Q4 2021 and has held it in 12 quarters since. 2,632 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Congress Wealth Management held 36,034 shares of Wells Fargo worth $2.89M as of Q2 2025.
Congress Wealth Management bought 7,380 Wells Fargo shares in Q2 2025, an estimated $532K.
Wells Fargo made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #496 holding.
Congress Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 12 quarters since.
2,632 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.