Gries Financial’s Wells Fargo WFC Stock Holding History

Gries Financial’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 Q3	$355K	Buy	4,241 +1,649	+64%	+$134K	0.06%	212
2025 Q2	$208K	Buy	+2,592	New	+$187K	0.04%	281

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Gries Financial's WFC Position: Q3 2025 in Review

Gries Financial increased its Wells Fargo (WFC) stake by 64% in Q3 2025, buying an estimated $134K and bringing the position to 4,241 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #212.

Gries Financial first reported a position in WFC in Q2 2025 and has held it in 2 quarters since. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

Gries Financial held 4,241 shares of Wells Fargo worth $355K as of Q3 2025.
Gries Financial bought 1,649 Wells Fargo shares in Q3 2025, an estimated $134K.
Wells Fargo made up 0.06% of Gries Financial's portfolio in Q3 2025, its #212 holding.
Gries Financial first reported a position in Wells Fargo in Q2 2025 and has held it in 2 quarters since.
2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.