GWMI
WFC icon

Guardian Wealth Management (Illinois)’s Wells Fargo WFC Stock Holding History

Guardian Wealth Management (Illinois)’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
Q2 		– Sell
-3,858
Closed -$277K – 214
2025
Q1 		$277K Buy
3,858
+6
+0.2% +$450 0.18% 57
2024
Q4 		$271K Sell
3,852
-1,017
-21% -$69.4K 0.18% 63
2024
Q3 		$275K Buy
4,869
+15
+0.3% +$848 0.19% 61
2024
Q2 		$288K Sell
4,854
-370
-7% -$21.8K 0.22% 60
2024
Q1 		$303K Sell
5,224
-265
-5% -$13.9K 0.23% 56
2023
Q4 		$270K Sell
5,489
-1,268
-19% -$54.7K 0.23% 59
2023
Q3 		$276K Sell
6,757
-319
-5% -$13.8K 0.26% 60
2023
Q2 		$302K Sell
7,076
-382
-5% -$15.4K 0.28% 61
2023
Q1 		$279K Buy
7,458
+24
+0.3% +$1.05K 0.27% 64
2022
Q4 		$307K Sell
7,434
-5,867
-44% -$260K 0.3% 62
2022
Q3 		$535K Buy
13,301
+8
+0.1% +$344 0.61% 53
2022
Q2 		$521K Sell
13,293
-139
-1% -$6.1K 0.56% 55
2022
Q1 		$651K Sell
13,432
-89
-0.7% -$4.76K 0.65% 54
2021
Q4 		$649K Buy
+13,521
New +$666K 0.62% 53

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Guardian Wealth Management (Illinois)'s WFC Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 3,858 shares — an estimated $277K sold.

Guardian Wealth Management (Illinois) first reported a position in WFC in Q4 2021 and held it in 14 quarters. The position peaked at $651K in Q1 2022. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 3,858 Wells Fargo shares in Q2 2025, an estimated $277K.
  • Guardian Wealth Management (Illinois) first reported a position in Wells Fargo in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Wells Fargo position peaked at $651K in Q1 2022.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.