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ERTS Wealth Advisors’s Wells Fargo WFC Stock Holding History

ERTS Wealth Advisors’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
Q2 		– Sell
-5,425
Closed -$389K – 84
2025
Q1 		$389K Sell
5,425
-421
-7% -$31.6K 0.08% 53
2024
Q4 		$411K Sell
5,846
-658
-10% -$44.9K 0.08% 53
2024
Q3 		$367K Sell
6,504
-156
-2% -$8.82K 0.07% 64
2024
Q2 		$396K Sell
6,660
-13
-0.2% -$767 0.08% 57
2024
Q1 		$387K Sell
6,673
-60
-0.9% -$3.14K 0.08% 60
2023
Q4 		$331K Buy
6,733
+228
+4% +$9.84K 0.07% 62
2023
Q3 		$266K Sell
6,505
-139
-2% -$6K 0.06% 68
2023
Q2 		$284K Buy
6,644
+214
+3% +$8.61K 0.07% 76
2023
Q1 		$240K Sell
6,430
-668
-9% -$29.1K 0.06% 83
2022
Q4 		$293K Sell
7,098
-675
-9% -$29.9K 0.08% 78
2022
Q3 		$313K Buy
7,773
+339
+5% +$14.6K 0.09% 63
2022
Q2 		$291K Buy
7,434
+302
+4% +$13.3K 0.08% 68
2022
Q1 		$346K Buy
7,132
+248
+4% +$13.3K 0.1% 60
2021
Q4 		$332K Buy
6,884
+106
+2% +$5.22K 0.08% 62
2021
Q3 		$314K Sell
6,778
-343
-5% -$15.9K 0.08% 61
2021
Q2 		$323K Buy
7,121
+609
+9% +$27.2K 0.09% 61
2021
Q1 		$254K Buy
+6,512
New +$231K 0.08% 74
2020
Q2 		– Sell
-14,471
Closed -$415K – 83
2020
Q1 		$415K Sell
14,471
-3,032
-17% -$129K 0.2% 53
2019
Q4 		$942K Buy
17,503
+537
+3% +$28.1K 0.42% 25
2019
Q3 		$856K Sell
16,966
-338
-2% -$15.9K 0.43% 25
2019
Q2 		$819K Sell
17,304
-173
-1% -$8.09K 0.45% 32
2019
Q1 		$844K Sell
17,477
-848
-5% -$41.7K 0.5% 27
2018
Q4 		$844K Buy
+18,325
New +$939K 0.6% 23

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ERTS Wealth Advisors's WFC Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 5,425 shares — an estimated $389K sold.

ERTS Wealth Advisors first reported a position in WFC in Q4 2018 and held it in 23 quarters. The position peaked at $942K in Q4 2019. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 5,425 Wells Fargo shares in Q2 2025, an estimated $389K.
  • ERTS Wealth Advisors first reported a position in Wells Fargo in Q4 2018 and held it in 23 quarters.
  • ERTS Wealth Advisors's Wells Fargo position peaked at $942K in Q4 2019.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.