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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

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

Geode Capital Management

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

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

Norges Bank Oslo, Norway $935B AUM