Grey Fox Wealth Advisors’s Wells Fargo WFC Stock Holding History

Grey Fox 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 Q4	–	Sell	-364	Closed	-$30.5K	–	605
2025 Q3	$30.5K	Buy	+364	New	+$29.5K	0.01%	308
2023 Q2	–	Sell	-284	Closed	-$10.6K	–	519
2023 Q1	$10.6K	Hold	284	–	–	0.01%	306
2022 Q4	$11.7K	Buy	+284	New	+$12.6K	0.01%	277

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

Grey Fox Wealth Advisors's WFC Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 364 shares — an estimated $30.5K sold.

Grey Fox Wealth Advisors first reported a position in WFC in Q4 2022 and held it in 3 quarters. The position peaked at $30.5K in Q3 2025. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 364 Wells Fargo shares in Q4 2025, an estimated $30.5K.
Grey Fox Wealth Advisors first reported a position in Wells Fargo in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Wells Fargo position peaked at $30.5K in Q3 2025.
2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.