Coston McIsaac & Partners’s Wells Fargo WFC Stock Holding History

Coston McIsaac & Partners’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
2026 Q1	$20K	Buy	263 +1	+0.4%	+$86	﹤0.01%	467
2025 Q4	$24K	Hold	262	–	–	0.01%	437
2025 Q3	$21K	Buy	262 +1	+0.4%	+$81	0.01%	437
2025 Q2	$20K	Hold	261	–	–	0.01%	428
2025 Q1	$18K	Buy	261 +1	+0.4%	+$75	0.01%	411
2024 Q4	$18K	Hold	260	–	–	0.01%	408
2024 Q3	$14	Buy	260 +1	+0.4%	+$57	﹤0.01%	448
2024 Q2	$15K	Hold	259	–	–	﹤0.01%	421
2024 Q1	$15K	Buy	259 +1	+0.4%	+$52	﹤0.01%	427
2023 Q4	$12K	Hold	258	–	–	﹤0.01%	458
2023 Q3	$10K	Buy	258 +1	+0.4%	+$43	﹤0.01%	469
2023 Q2	$10K	Buy	257 +1	+0.4%	+$40	﹤0.01%	510
2023 Q1	$9K	Hold	256	–	–	﹤0.01%	508
2022 Q4	$10	Buy	256 +1	+0.4%	+$44	﹤0.01%	501
2022 Q3	$10K	Hold	255	–	–	﹤0.01%	425
2022 Q2	$10K	Buy	+255	New	+$11.2K	0.01%	276

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return