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Guerra Advisors’s Wells Fargo WFC Stock Holding History

Guerra 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
Q3 		$3.22M Buy
38,439
+11,594
+43% +$940K 1.19% 31
2025
Q2 		$2.15M Buy
26,845
+4,534
+20% +$327K 1.02% 31
2025
Q1 		$1.6M Buy
22,311
+2,672
+14% +$201K 0.9% 34
2024
Q4 		$1.38M Buy
+19,639
New +$1.34M 0.76% 33

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Guerra Advisors's WFC Position: Q3 2025 in Review

Guerra Advisors increased its Wells Fargo (WFC) stake by 43% in Q3 2025, buying an estimated $940K and bringing the position to 38,439 shares worth $3.22M. The position accounts for 1.19% of the portfolio, ranked #31.

Guerra Advisors first reported a position in WFC in Q4 2024 and has held it in 4 quarters since. 2,657 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Guerra Advisors held 38,439 shares of Wells Fargo worth $3.22M as of Q3 2025.
  • Guerra Advisors bought 11,594 Wells Fargo shares in Q3 2025, an estimated $940K.
  • Wells Fargo made up 1.19% of Guerra Advisors's portfolio in Q3 2025, its #31 holding.
  • Guerra Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 4 quarters since.
  • 2,657 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.