Greenberg Financial Group’s Wells Fargo WFC Stock Holding History

Greenberg 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	$280K	Buy	+3,000	New	+$260K	0.12%	86

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 $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Greenberg Financial Group opened a new position in Wells Fargo (WFC) in Q4 2025: 3,000 shares worth $280K. The stake represents 0.12% of the portfolio and ranks #86 among its holdings.

2,899 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Greenberg Financial Group held 3,000 shares of Wells Fargo worth $280K as of Q4 2025.
Wells Fargo was a new Greenberg Financial Group position in Q4 2025.
Wells Fargo made up 0.12% of Greenberg Financial Group's portfolio in Q4 2025, its #86 holding.
2,899 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.