GWN Securities’s Wells Fargo WFC Stock Holding History

GWN Securities’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	-8,918	Closed	-$671K	–	728
2025 Q1	$671K	Buy	8,918 +3,851	+76%	+$289K	0.04%	380
2024 Q4	$390K	Buy	+5,067	New	+$346K	0.1%	198

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GWN Securities's WFC Position: Q2 2025 in Review

GWN Securities sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 8,918 shares — an estimated $671K sold.

GWN Securities first reported a position in WFC in Q4 2024 and held it in 2 quarters. The position peaked at $671K in Q1 2025. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

GWN Securities reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 8,918 Wells Fargo shares in Q2 2025, an estimated $671K.
GWN Securities first reported a position in Wells Fargo in Q4 2024 and held it in 2 quarters.
GWN Securities's Wells Fargo position peaked at $671K in Q1 2025.
2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.