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Creekmur Asset Management’s Wells Fargo WFC Stock Holding History

Creekmur Asset 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
Q3 		$84.3K Hold
1,006
– – 0.01% 289
2025
Q2 		$80.6K Hold
1,006
– – 0.01% 286
2025
Q1 		$72.2K Sell
1,006
-24
-2% -$1.8K 0.02% 274
2024
Q4 		$72.3K Hold
1,030
– – 0.02% 189
2024
Q3 		$58.2K Hold
1,030
– – 0.01% 210
2024
Q2 		$61.2K Buy
1,030
+24
+2% +$1.42K 0.02% 234
2024
Q1 		$58.3K Hold
1,006
– – 0.02% 231
2023
Q4 		$49.5K Buy
+1,006
New +$43.4K 0.02% 301

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Creekmur Asset Management's WFC Position: Q3 2025 in Review

Creekmur Asset Management held its Wells Fargo (WFC) position steady in Q3 2025 at 1,006 shares worth $84.3K. The position accounts for 0.01% of the portfolio, ranked #289.

Creekmur Asset Management first reported a position in WFC in Q4 2023 and has held it in 8 quarters since. 2,663 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Creekmur Asset Management held 1,006 shares of Wells Fargo worth $84.3K as of Q3 2025.
  • Creekmur Asset Management left its Wells Fargo share count unchanged in Q3 2025.
  • Wells Fargo made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #289 holding.
  • Creekmur Asset Management first reported a position in Wells Fargo in Q4 2023 and has held it in 8 quarters since.
  • 2,663 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.