Gifford Fong Associates’s Wells Fargo WFC Stock Holding History

Gifford Fong Associates’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	$8.21M	Hold	88,052	–	–	1.64%	15
2025 Q3	$7.38M	Hold	88,052	–	–	1.55%	17
2025 Q2	$7.05M	Hold	88,052	–	–	1.62%	14
2025 Q1	$6.32M	Hold	88,052	–	–	1.57%	15
2024 Q4	$6.18M	Hold	88,052	–	–	1.52%	15
2024 Q3	$4.97M	Hold	88,052	–	–	1.24%	19
2024 Q2	$5.23M	Hold	88,052	–	–	1.39%	15
2024 Q1	$5.1M	Hold	88,052	–	–	1.41%	15
2023 Q4	$4.33M	Hold	88,052	–	–	0.92%	30
2023 Q3	$3.6M	Hold	88,052	–	–	0.86%	35
2023 Q2	$3.76M	Hold	88,052	–	–	0.88%	33
2023 Q1	$3.29M	Hold	88,052	–	–	0.87%	35
2022 Q4	$3.64M	Hold	88,052	–	–	0.83%	33
2022 Q3	$3.54M	Hold	88,052	–	–	0.88%	31
2022 Q2	$3.45M	Hold	88,052	–	–	0.8%	33
2022 Q1	$4.27M	Hold	88,052	–	–	0.78%	34
2021 Q4	$4.22M	Hold	88,052	–	–	0.74%	32
2021 Q3	$4.09M	Hold	88,052	–	–	0.79%	35
2021 Q2	$3.99M	Hold	88,052	–	–	0.78%	38
2021 Q1	$3.44M	Hold	88,052	–	–	0.74%	39
2020 Q4	$2.66M	Hold	88,052	–	–	0.62%	43
2020 Q3	$2.07M	Hold	88,052	–	–	0.55%	49
2020 Q2	$2.25M	Hold	88,052	–	–	0.68%	39
2020 Q1	$2.53M	Hold	88,052	–	–	0.93%	31
2019 Q4	$4.74M	Hold	88,052	–	–	1.38%	22
2019 Q3	$4.44M	Hold	88,052	–	–	1.45%	19
2019 Q2	$4.17M	Hold	88,052	–	–	1.39%	21
2019 Q1	$4.25M	Hold	88,052	–	–	1.41%	21
2018 Q4	$4.06M	Hold	88,052	–	–	1.53%	18
2018 Q3	$4.63M	Hold	88,052	–	–	1.47%	19
2018 Q2	$4.88M	Hold	88,052	–	–	1.69%	17
2018 Q1	$4.62M	Buy	+88,052	New	+$5.23M	1.88%	15

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

Gifford Fong Associates's WFC Position: Q4 2025 in Review

Gifford Fong Associates held its Wells Fargo (WFC) position steady in Q4 2025 at 88,052 shares worth $8.21M. The position accounts for 1.64% of the portfolio, ranked #15.

Gifford Fong Associates first reported a position in WFC in Q1 2018 and has held it in 32 quarters since. 2,897 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Gifford Fong Associates held 88,052 shares of Wells Fargo worth $8.21M as of Q4 2025.
Gifford Fong Associates left its Wells Fargo share count unchanged in Q4 2025.
Wells Fargo made up 1.64% of Gifford Fong Associates's portfolio in Q4 2025, its #15 holding.
Gifford Fong Associates first reported a position in Wells Fargo in Q1 2018 and has held it in 32 quarters since.
2,897 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.