FSC Wealth Advisors’s Wells Fargo WFC Stock Holding History

FSC Wealth 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
2025 Q2	–	Sell	-68	Closed	-$4.88K	–	257
2025 Q1	$4.88K	Hold	68	–	–	﹤0.01%	226
2024 Q4	$4.78K	Hold	68	–	–	﹤0.01%	233
2024 Q3	$3.84K	Hold	68	–	–	﹤0.01%	232
2024 Q2	$4.04K	Hold	68	–	–	﹤0.01%	236
2024 Q1	$3.94K	Hold	68	–	–	﹤0.01%	228
2023 Q4	$3.35K	Hold	68	–	–	﹤0.01%	258
2023 Q3	$2.78K	Hold	68	–	–	﹤0.01%	210
2023 Q2	$2.9K	Hold	68	–	–	﹤0.01%	174
2023 Q1	$2.54K	Hold	68	–	–	﹤0.01%	153
2022 Q4	$2.81K	Sell	68 -65	-49%	-$2.88K	﹤0.01%	141
2022 Q3	$5K	Hold	133	–	–	0.05%	143
2022 Q2	$5K	Buy	133 +65	+96%	+$2.85K	0.04%	144
2022 Q1	$3K	Hold	68	–	–	﹤0.01%	149
2021 Q4	$3K	Buy	+68	New	+$3.35K	﹤0.01%	159

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

FSC Wealth Advisors's WFC Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 68 shares — an estimated $4.88K sold.

FSC Wealth Advisors first reported a position in WFC in Q4 2021 and held it in 14 quarters. The position peaked at $5K in Q3 2022. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

FSC Wealth Advisors reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 68 Wells Fargo shares in Q2 2025, an estimated $4.88K.
FSC Wealth Advisors first reported a position in Wells Fargo in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's Wells Fargo position peaked at $5K in Q3 2022.
2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.