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Financial Counselors Inc’s Wells Fargo WFC Stock Holding History

Financial Counselors Inc’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
-15,692
Closed -$1.13M – 548
2025
Q1 		$1.13M Sell
15,692
-2,827
-15% -$212K 0.02% 325
2024
Q4 		$1.3M Sell
18,519
-491
-3% -$33.5K 0.02% 303
2024
Q3 		$1.07M Buy
19,010
+373
+2% +$21.1K 0.02% 333
2024
Q2 		$1.11M Buy
18,637
+3,441
+23% +$203K 0.02% 318
2024
Q1 		$881K Buy
15,196
+1,535
+11% +$80.3K 0.01% 343
2023
Q4 		$672K Sell
13,661
-5,649
-29% -$244K 0.01% 365
2023
Q3 		$789K Sell
19,310
-948
-5% -$40.9K 0.02% 340
2023
Q2 		$865K Sell
20,258
-1,805
-8% -$72.7K 0.02% 308
2023
Q1 		$825K Sell
22,063
-3,019
-12% -$132K 0.02% 315
2022
Q4 		$1.04M Buy
25,082
+4,604
+22% +$204K 0.02% 299
2022
Q3 		$824K Buy
20,478
+1,176
+6% +$50.5K 0.02% 309
2022
Q2 		$756K Buy
19,302
+3,294
+21% +$145K 0.02% 320
2022
Q1 		$776K Buy
16,008
+3,649
+30% +$195K 0.02% 326
2021
Q4 		$593K Sell
12,359
-10,386
-46% -$511K 0.01% 348
2021
Q3 		$1.06M Sell
22,745
-2,236
-9% -$103K 0.02% 305
2021
Q2 		$1.13M Sell
24,981
-4,192
-14% -$187K 0.02% 295
2021
Q1 		$1.14M Sell
29,173
-2,577
-8% -$91.2K 0.03% 289
2020
Q4 		$958K Sell
31,750
-8,158
-20% -$211K 0.02% 303
2020
Q3 		$938K Sell
39,908
-8,799
-18% -$217K 0.03% 289
2020
Q2 		$1.25M Buy
48,707
+37,831
+348% +$1.04M 0.04% 283
2020
Q1 		$312K Sell
10,876
-4,250
-28% -$181K 0.01% 358
2019
Q4 		$814K Buy
15,126
+382
+3% +$20K 0.03% 299
2019
Q3 		$744K Sell
14,744
-1,470
-9% -$69.3K 0.03% 301
2019
Q2 		$767K Buy
16,214
+1,740
+12% +$81.4K 0.03% 295
2019
Q1 		$699K Sell
14,474
-1,371
-9% -$67.4K 0.03% 304
2018
Q4 		$730K Sell
15,845
-4,316
-21% -$221K 0.04% 290
2018
Q3 		$1.06M Buy
20,161
+1,487
+8% +$84.9K 0.05% 271
2018
Q2 		$1.03M Buy
18,674
+2,145
+13% +$115K 0.05% 273
2018
Q1 		$866K Sell
16,529
-8,242
-33% -$490K 0.04% 288
2017
Q4 		$1.5M Sell
24,771
-7,403
-23% -$418K 0.07% 249
2017
Q3 		$1.77M Buy
32,174
+2,395
+8% +$127K 0.09% 226
2017
Q2 		$1.65M Sell
29,779
-1,303
-4% -$69.8K 0.08% 231
2017
Q1 		$1.73M Sell
31,082
-57,492
-65% -$3.26M 0.09% 225
2016
Q4 		$4.88M Buy
+88,574
New +$4.45M 0.26% 133
2016
Q2 		$9.19M Sell
194,133
-3,270
-2% -$159K 0.55% 55
2016
Q1 		$9.55M Buy
197,403
+87,012
+79% +$4.26M 0.59% 44
2015
Q4 		$6M Buy
110,391
+1,127
+1% +$61.2K 0.39% 85
2015
Q3 		$5.61M Buy
109,264
+4,563
+4% +$251K 0.39% 88
2015
Q2 		$5.89M Sell
104,701
-1,516
-1% -$84.5K 0.37% 92
2015
Q1 		$5.78M Buy
106,217
+7,737
+8% +$418K 0.36% 95
2014
Q4 		$5.4M Buy
98,480
+8,971
+10% +$475K 0.34% 98
2014
Q3 		$4.64M Buy
89,509
+1,144
+1% +$58.8K 0.33% 98
2014
Q2 		$4.64M Sell
88,365
-5,079
-5% -$255K 0.32% 104
2014
Q1 		$4.65M Buy
93,444
+6,148
+7% +$286K 0.33% 100
2013
Q4 		$3.96M Buy
87,296
+9,201
+12% +$397K 0.3% 115
2013
Q3 		$3.23M Buy
78,095
+2,201
+3% +$94K 0.27% 122
2013
Q2 		$3.13M Buy
+75,894
New +$2.96M 0.26% 128

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

Financial Counselors Inc's WFC Position: Q2 2025 in Review

Financial Counselors Inc sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 15,692 shares — an estimated $1.13M sold.

Financial Counselors Inc first reported a position in WFC in Q2 2013 and held it in 47 quarters. The position peaked at $9.55M in Q1 2016. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Financial Counselors Inc reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 15,692 Wells Fargo shares in Q2 2025, an estimated $1.13M.
  • Financial Counselors Inc first reported a position in Wells Fargo in Q2 2013 and held it in 47 quarters.
  • Financial Counselors Inc's Wells Fargo position peaked at $9.55M in Q1 2016.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.