FSA Wealth Management’s Wells Fargo WFC Stock Holding History

FSA 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 Q3	$50.2K	Hold	599	–	–	0.02%	155
2025 Q2	$48K	Buy	599 +1	+0.2%	+$72	0.02%	154
2025 Q1	$43K	Hold	598	–	–	0.02%	164
2024 Q4	$42K	Hold	598	–	–	0.02%	164
2024 Q3	$33.8K	Buy	+598	New	+$33.8K	0.01%	195
2024 Q1	$52K	Hold	897	–	–	0.02%	146
2023 Q4	$44K	Buy	+897	New	+$38.7K	0.02%	153
2021 Q1	–	Sell	-425	Closed	-$13K	–	242
2020 Q4	$13K	Buy	+425	New	+$11K	0.01%	241
2020 Q3	–	Sell	-725	Closed	-$19K	–	361
2020 Q2	$19K	Buy	725 +300	+71%	+$8.21K	0.01%	203
2020 Q1	$12K	Sell	425 -319	-43%	-$13.6K	0.01%	228
2019 Q4	$40K	Buy	+744	New	+$39K	0.03%	152

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

FSA Wealth Management's WFC Position: Q3 2025 in Review

FSA Wealth Management held its Wells Fargo (WFC) position steady in Q3 2025 at 599 shares worth $50.2K. The position accounts for 0.02% of the portfolio, ranked #155.

FSA Wealth Management first reported a position in WFC in Q4 2019 and has held it in 11 quarters since. The position peaked at $52K in Q1 2024. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

FSA Wealth Management held 599 shares of Wells Fargo worth $50.2K as of Q3 2025.
FSA Wealth Management left its Wells Fargo share count unchanged in Q3 2025.
Wells Fargo made up 0.02% of FSA Wealth Management's portfolio in Q3 2025, its #155 holding.
FSA Wealth Management first reported a position in Wells Fargo in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Wells Fargo position peaked at $52K in Q1 2024.
2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.