CWM
WFC icon

Copia Wealth Management’s Wells Fargo WFC Stock Holding History

Copia 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
Q4 		– Sell
-6
Closed -$503 – 538
2025
Q3 		$503 Hold
6
– – ﹤0.01% 453
2025
Q2 		$481 Hold
6
– – ﹤0.01% 443
2025
Q1 		$431 Hold
6
– – ﹤0.01% 429
2024
Q4 		$421 Buy
+6
New +$410 ﹤0.01% 400

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Copia Wealth Management's WFC Position: Q4 2025 in Review

Copia Wealth Management sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 6 shares — an estimated $503 sold.

Copia Wealth Management first reported a position in WFC in Q4 2024 and held it in 4 quarters. The position peaked at $503 in Q3 2025. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Copia Wealth Management reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
  • Copia Wealth Management sold 6 Wells Fargo shares in Q4 2025, an estimated $503.
  • Copia Wealth Management first reported a position in Wells Fargo in Q4 2024 and held it in 4 quarters.
  • Copia Wealth Management's Wells Fargo position peaked at $503 in Q3 2025.
  • 2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Copia Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.