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Financial Gravity Companies’s Wells Fargo WFC Stock Holding History

Financial Gravity Companies’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 		$74.4K Buy
+928
New +$66.9K 0.01% 251
2024
Q4 		$65.2K Buy
+928
New +$63.4K 0.01% 254
2018
Q4 		$82K Buy
+1,677
New +$85.9K 0.07% 228
2018
Q1 		$18K Sell
353
-112
-24% -$6.65K 0.02% 514
2017
Q4 		$31K Buy
+465
New +$26.3K 0.04% 421

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 Gravity Companies's WFC Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Wells Fargo (WFC) in Q2 2025: 928 shares worth $74.4K. The stake represents 0.01% of the portfolio and ranks #251 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WFC as recently as Q4 2024.

Financial Gravity Companies first reported a position in WFC in Q4 2017 and has held it in 5 quarters since. The position peaked at $82K in Q4 2018. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Financial Gravity Companies held 928 shares of Wells Fargo worth $74.4K as of Q2 2025.
  • Wells Fargo was a new Financial Gravity Companies position in Q2 2025.
  • Wells Fargo made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #251 holding.
  • Financial Gravity Companies first reported a position in Wells Fargo in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's Wells Fargo position peaked at $82K in Q4 2018.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.