Crowley Wealth Management’s Wells Fargo WFC Stock Holding History

Crowley 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	-895	Closed	-$75K	–	362
2025 Q3	$75K	Buy	895 +5	+0.6%	+$405	0.06%	124
2025 Q2	$71.3K	Buy	890 +5	+0.6%	+$361	0.06%	122
2025 Q1	$63.5K	Buy	885 +4	+0.5%	+$300	0.06%	123
2024 Q4	$61.9K	Buy	+881	New	+$60.1K	0.05%	126

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Crowley Wealth Management sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 895 shares — an estimated $75K sold.

Crowley Wealth Management first reported a position in WFC in Q4 2024 and held it in 4 quarters. The position peaked at $75K in Q3 2025. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Crowley Wealth Management reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Crowley Wealth Management sold 895 Wells Fargo shares in Q4 2025, an estimated $75K.
Crowley Wealth Management first reported a position in Wells Fargo in Q4 2024 and held it in 4 quarters.
Crowley Wealth Management's Wells Fargo position peaked at $75K in Q3 2025.
2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.