Forefront Wealth Management’s Wells Fargo WFC Stock Holding History

Forefront Wealth Management’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	$205K	Buy	+2,199	New	+$191K	0.15%	66

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Forefront Wealth Management's WFC Position: Q4 2025 in Review

Forefront Wealth Management opened a new position in Wells Fargo (WFC) in Q4 2025: 2,199 shares worth $205K. The stake represents 0.15% of the portfolio and ranks #66 among its holdings.

2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Forefront Wealth Management held 2,199 shares of Wells Fargo worth $205K as of Q4 2025.
Wells Fargo was a new Forefront Wealth Management position in Q4 2025.
Wells Fargo made up 0.15% of Forefront Wealth Management's portfolio in Q4 2025, its #66 holding.
2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.