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EA Series Trust’s Wells Fargo WFC Stock Holding History

EA Series Trust’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
2023
Q2 		$6.18M Buy
+144,868
New +$5.83M 0.22% 91

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

EA Series Trust's WFC Position: Q2 2023 in Review

EA Series Trust opened a new position in Wells Fargo (WFC) in Q2 2023: 144,868 shares worth $6.18M. The stake represents 0.22% of the portfolio and ranks #91 among its holdings.

1,988 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

  • EA Series Trust held 144,868 shares of Wells Fargo worth $6.18M as of Q2 2023.
  • Wells Fargo was a new EA Series Trust position in Q2 2023.
  • Wells Fargo made up 0.22% of EA Series Trust's portfolio in Q2 2023, its #91 holding.
  • 1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.