Farther Finance Advisors’s Wells Fargo WFC Stock Holding History

Farther Finance 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
2026 Q1	$12M	Buy	149,298 +10,928	+8%	+$939K	0.11%	163
2025 Q4	$12.9M	Buy	138,370 +18,213	+15%	+$1.58M	0.14%	136
2025 Q3	$10.1M	Buy	120,157 +23,554	+24%	+$1.91M	0.15%	120
2025 Q2	$7.74M	Buy	96,603 +8,809	+10%	+$635K	0.16%	124
2025 Q1	$6.26M	Buy	87,794 +8,252	+10%	+$620K	0.16%	127
2024 Q4	$5.59M	Buy	79,542 +856	+1%	+$58.4K	0.2%	101
2024 Q3	$4.44M	Buy	78,686 +1,820	+2%	+$103K	0.17%	110
2024 Q2	$4.66M	Buy	76,866 +63,454	+473%	+$3.75M	0.23%	80
2024 Q1	$773K	Buy	13,412 +1,944	+17%	+$102K	0.05%	302
2023 Q4	$564K	Buy	11,468 +5,118	+81%	+$221K	0.04%	325
2023 Q3	$259K	Buy	6,350 +1,912	+43%	+$82.5K	0.04%	325
2023 Q2	$189K	Buy	4,438 +816	+23%	+$32.8K	0.04%	322
2023 Q1	$135K	Buy	3,622 +1,014	+39%	+$44.2K	0.04%	330
2022 Q4	$108K	Buy	+2,608	New	+$115K	0.04%	310

Other funds holding WFC

BlackRock New York $5.7T 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 $1.47T 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