HWM
WFC icon

Hemington Wealth Management’s Wells Fargo WFC Stock Holding History

Hemington Wealth 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
Q3 		$261K Buy
3,125
+177
+6% +$14.4K 0.03% 117
2025
Q2 		$236K Buy
2,948
+428
+17% +$30.9K 0.03% 118
2025
Q1 		$180K Buy
2,520
+156
+7% +$11.7K 0.03% 136
2024
Q4 		$166K Buy
2,364
+278
+13% +$19K 0.04% 140
2024
Q3 		$135K Buy
+2,086
New +$118K 0.04% 155
2024
Q1 		– Sell
-6,045
Closed -$298K – 121
2023
Q4 		$298K Buy
+6,045
New +$261K 0.12% 86

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

Hemington Wealth Management's WFC Position: Q3 2025 in Review

Hemington Wealth Management increased its Wells Fargo (WFC) stake by 6% in Q3 2025, buying an estimated $14.4K and bringing the position to 3,125 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #117.

Hemington Wealth Management first reported a position in WFC in Q4 2023 and has held it in 6 quarters since. The position peaked at $298K in Q4 2023. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Hemington Wealth Management held 3,125 shares of Wells Fargo worth $261K as of Q3 2025.
  • Hemington Wealth Management bought 177 Wells Fargo shares in Q3 2025, an estimated $14.4K.
  • Wells Fargo made up 0.03% of Hemington Wealth Management's portfolio in Q3 2025, its #117 holding.
  • Hemington Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 6 quarters since.
  • Hemington Wealth Management's Wells Fargo position peaked at $298K in Q4 2023.
  • 2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.