Evergreen Private Wealth’s Wells Fargo WFC Stock Holding History

Evergreen Private Wealth’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	-55	Closed	-$4.61K	–	228
2025 Q3	$4.61K	Hold	55	–	–	﹤0.01%	181
2025 Q2	$4.41K	Buy	+55	New	+$3.97K	﹤0.01%	192

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

Evergreen Private Wealth's WFC Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 55 shares — an estimated $4.61K sold.

Evergreen Private Wealth first reported a position in WFC in Q2 2025 and held it in 2 quarters. The position peaked at $4.61K in Q3 2025. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Evergreen Private Wealth reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 55 Wells Fargo shares in Q4 2025, an estimated $4.61K.
Evergreen Private Wealth first reported a position in Wells Fargo in Q2 2025 and held it in 2 quarters.
Evergreen Private Wealth's Wells Fargo position peaked at $4.61K in Q3 2025.
2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.