Goldstone Financial Group’s Wells Fargo WFC Stock Holding History

Goldstone Financial Group’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	–	Sell	-2,973	Closed	-$249K	–	228
2025 Q3	$249K	Buy	2,973 +71	+2%	+$5.76K	0.03%	199
2025 Q2	$243K	Sell	2,902 -322	-10%	-$23.2K	0.03%	188
2025 Q1	$231K	Buy	3,224 +1	+0%	+$75	0.04%	185
2024 Q4	$226K	Buy	+3,223	New	+$220K	0.04%	187
2024 Q3	–	Sell	-3,899	Closed	-$232K	–	202
2024 Q2	$232K	Buy	3,899 +431	+12%	+$25.4K	0.05%	166
2024 Q1	$201K	Buy	+3,468	New	+$181K	0.05%	164

Other funds holding WFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldstone Financial Group's WFC Position: Q4 2025 in Review

Goldstone Financial Group sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 2,973 shares — an estimated $249K sold.

Goldstone Financial Group first reported a position in WFC in Q1 2024 and held it in 6 quarters. The position peaked at $249K in Q3 2025. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Goldstone Financial Group reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Goldstone Financial Group sold 2,973 Wells Fargo shares in Q4 2025, an estimated $249K.
Goldstone Financial Group first reported a position in Wells Fargo in Q1 2024 and held it in 6 quarters.
Goldstone Financial Group's Wells Fargo position peaked at $249K in Q3 2025.
2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Goldstone Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.