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H&H Retirement Design & Management’s Wells Fargo WFC Stock Holding History

H&H Retirement Design & Management’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
-2,407
Closed -$207K – 86
2025
Q3 		$207K Buy
+2,407
New +$195K 0.11% 79

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

H&H Retirement Design & Management's WFC Position: Q4 2025 in Review

H&H Retirement Design & Management sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 2,407 shares — an estimated $207K sold.

H&H Retirement Design & Management first reported a position in WFC in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • H&H Retirement Design & Management reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
  • H&H Retirement Design & Management sold 2,407 Wells Fargo shares in Q4 2025, an estimated $207K.
  • H&H Retirement Design & Management first reported a position in Wells Fargo in Q3 2025 and held it in 1 quarter.
  • H&H Retirement Design & Management's Wells Fargo position peaked at $207K in Q3 2025.
  • 2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on H&H Retirement Design & Management's 13F filing for Q4 2025, filed 4 Feb 2026.