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Copperleaf Capital’s Wells Fargo WFC Stock Holding History

Copperleaf Capital’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
Q3 		$631K Buy
7,525
+230
+3% +$18.7K 0.3% 73
2025
Q2 		$584K Buy
7,295
+3,271
+81% +$236K 0.3% 75
2025
Q1 		$289K Buy
4,024
+724
+22% +$54.4K 0.17% 89
2024
Q4 		$232K Buy
+3,300
New +$225K 0.15% 85
2024
Q3 		– Sell
-3,579
Closed -$213K – 91
2024
Q2 		$213K Sell
3,579
-191
-5% -$11.3K 0.17% 82
2024
Q1 		$219K Buy
+3,770
New +$197K 0.19% 83
2023
Q2 		– Sell
-6,232
Closed -$233K – 85
2023
Q1 		$233K Buy
+6,232
New +$272K 0.23% 67

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Copperleaf Capital's WFC Position: Q3 2025 in Review

Copperleaf Capital increased its Wells Fargo (WFC) stake by 3.2% in Q3 2025, buying an estimated $18.7K and bringing the position to 7,525 shares worth $631K. The position accounts for 0.3% of the portfolio, ranked #73.

Copperleaf Capital first reported a position in WFC in Q1 2023 and has held it in 7 quarters since. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Copperleaf Capital held 7,525 shares of Wells Fargo worth $631K as of Q3 2025.
  • Copperleaf Capital bought 230 Wells Fargo shares in Q3 2025, an estimated $18.7K.
  • Wells Fargo made up 0.3% of Copperleaf Capital's portfolio in Q3 2025, its #73 holding.
  • Copperleaf Capital first reported a position in Wells Fargo in Q1 2023 and has held it in 7 quarters since.
  • 2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.