Ellenbecker Investment Group’s Wells Fargo WFC Stock Holding History

Ellenbecker Investment Group’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	$341K	Buy	4,288 +10	+0.2%	+$859	0.05%	97
2025 Q4	$399K	Buy	4,278 +294	+7%	+$25.5K	0.06%	86
2025 Q3	$334K	Buy	3,984 +20	+0.5%	+$1.62K	0.05%	89
2025 Q2	$318K	Buy	3,964 +20	+0.5%	+$1.44K	0.05%	89
2025 Q1	$283K	Buy	3,944 +19	+0.5%	+$1.43K	0.05%	94
2024 Q4	$276K	Sell	3,925 -493	-11%	-$33.7K	0.05%	93
2024 Q3	$250K	Buy	4,418 +164	+4%	+$9.28K	0.05%	99
2024 Q2	$253K	Sell	4,254 -322	-7%	-$19K	0.05%	99
2024 Q1	$265K	Buy	4,576 +373	+9%	+$19.5K	0.06%	91
2023 Q4	$206K	Buy	+4,203	New	+$181K	0.05%	97
2021 Q4	–	Sell	-4,622	Closed	-$214K	–	91
2021 Q3	$214K	Buy	4,622 +19	+0.4%	+$879	0.07%	69
2021 Q2	$208K	Buy	+4,603	New	+$206K	0.07%	68

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